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Internal Sales Representative

AmeriLife

Full Time
Mid Level
17 days ago

Job Description

About the Role

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Since 1971, AmeriLife has served the needs of its clients. Today, we are a national leader in the development, marketing and distribution of annuity, life and health insurance solutions, with more than 1,000 associates across the country. AmeriLife partners with leading carriers to support consumers' financial-wellness goals. Our Mission is to offer insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives. Our core values include Honesty, Integrity, Accountability, Excellence, and Courage, which guide our operations and relationships.

Key Responsibilities

  • Drive sales and retention of existing advisors/corporate relationships.
  • Represent AIMCOR and KAFL's portfolio of insurance products knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.
  • Case design, running illustrations, and preparing quotes and proposals for Advisors.
  • Assist with case planning composites and summary presentation spreadsheets.
  • Share business-building ideas and strategies with Advisors.
  • Provide technical information to advisors on advanced marketing concepts and assist in case design.
  • Aid in new business application process.
  • Work with case managers to seamlessly place other than applied for offers.
  • Coordinate reporting for and schedule meetings with top Advisors.
  • Offer and coordinate client marketing programs with assigned advisors (e.g., client and prospect seminars).
  • Establish and meet call activity expectations and monthly sales goals.
  • Actively seek and participate in continuous training to enhance personal industry product knowledge.
  • Work closely with other business partners to align activities and plans for all territories and advisors.
  • Proactively outreach to advisors to follow-up on quotes, ensure application submission, and schedule meetings.

Requirements

  • Undergraduate degree or equivalent experience.
  • Motivated with strong selling skills and the ability to work autonomously.
  • Strong background in case design, running illustrations, and preparing quotes and proposals.
  • At least 3 years of wholesaling, internal or advanced marketing experience in the life insurance, financial planning, or related field.
  • Proven success working with financial professionals to incorporate protection solutions into holistic financial planning.
  • Applicable State Insurance Licenses.

Nice to Have

  • Experience with advanced marketing concepts.
  • Strong organizational skills and persistence.
  • Ability to evaluate client needs and communicate complex concepts effectively.
  • Comfortable with technology.
  • Strong interpersonal and communication skills.
  • Prospecting skills and business acumen.
  • Ability to adapt to changing environments and work under pressure.
  • Passion for learning and growth mindset.

Qualifications

  • At least 3 years of experience in life insurance, financial planning, or related field.
  • Applicable State Insurance Licenses.

Benefits & Perks

  • Unlimited growth opportunity with KAFL.
  • Opportunities for continuous training and professional development.
  • Work in a collaborative team environment.

Working at AmeriLife

Our core values we live by include Integrity, Respect, Accountability, Innovation, and Collaboration. We emphasize doing right by our clients, listening, taking ownership, encouraging new ideas, and working as a team to grow and succeed together. We believe in having fun, working hard, and sharing ownership of challenges and successes.

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Job Details

Posted AtJul 10, 2025
Job CategorySales Operations
SalaryCompetitive salary
Job TypeFull Time
ExperienceMid Level

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About AmeriLife

Website

amerilifevitamin.com

Industry

Unclassified Industry

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