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American Equity Sales Intern - Eagle Life in West Des Moines, Iowa

Description

At American Equity Investment Life Holding Company, we think of ourselves as The Financial Dignity Company. Our policyholders work with independent agents, banks and broker-dealers through our wholly-owned operating subsidiaries, to choose one of our leading annuity products best suited for their personal needs to create financial dignity in retirement. We remain steadfast in our commitment to quality products, excellent customer service, integrity, safety and delivering on our promises to our policyholders. Our success comes from hiring people who embody the beliefs that drive our unique, energetic, fast-paced and caring culture of collaboration, ownership and innovation.

We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years, with satellite offices slated to open in 2022 in Charlotte, NC, and New York, NY. We are a NYSE-listed company and maintain an “excellent” rating from AM Best. Our company has over $57 billion in assets, 26,000 active agents and over 800 employees.

*This is a 10-12 week summer internship position.

GENERAL PURPOSE OF THE JOB:

The primary role of the Internal Sales Intern is to provide ongoing support to the Eagle Life wholesaling teams by assisting them in identifying opportunities in their regions, building & executing marketing campaigns with our partner firms which results in driving sales toward our fixed & fixed index annuity product lines.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Shadow Internal Wholesalers to learn the essential duties and functions of the role.

  • Gain a basic-level of understanding around annuities and how they fit into the financial planning process

  • Familiarize yourself with our product lineup and our unique capabilities.

  • Assist wholesaling teams with illustration & pre-sale support requests, advisor list segmentation and creation/execution of marketing campaigns.

  • Build strong working relationships and partner with other critical teams including Marketing, National Accounts and Customer Excellence to achieve Objectives and Key Results.

  • Learn and Utilize various software tools to perform vital job functions. Salesforce CRM, Illustration Software, Customer Service Database. Etc.

  • Performs other duties as assigned.

SUPERVISORY RESPONSIBILITIES:

Direct Reports: 0

General Description of Indirect Reports (2 and 3-downs): 0

EDUCATION AND/OR EXPERIENCE:

Actively pursuing a Bachelor’s Degree in Marketing, Finance, Economics, Business Management or a similar field.

CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:

N/A

*At the beginning of the Internship program, Eagle Life will sponsor your enrollment in a study course for the IA Life License including 1 exam fee, to be completed with 90 days of enrollment. *

KNOWLEDGE, SKILLS AND ABILITIES:

  • Effective verbal and written communication skills.

  • Strong organizational and time management skills

  • Ability to build strong relationships with internal and external partners

  • Strong Mathematical skills and attention to detail.

  • Ability to effectively present information and respond to questions.

  • Proficient in the use of Microsoft Office Suite.

  • Ability to successfully prioritize requests and meet deadlines in a fast-paced work environment.

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