Internal Wholesaler – Annuity

F&G

. Manage high-volume inbound phone and email inquiries, providing sales support to agents and marketers .

Posted 9/30/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing high-volume inquiries and providing sales support within the annuity insurance industry. Proficient in training and mentoring agents while maintaining strong communication and problem-solving skills.

Highest-signal resume keywords

Annuity Product Sales Support ExperienceSalesforce CRM ExperienceAdvanced Knowledge of MS OfficeKnowledge of Annuity Insurance MarketplaceStrong Oral and Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales SupportProblem SolvingCustomer ServiceFinancial PlanningMulti-taskingTrainingContract ManagementIllustration ToolsAnnuity KnowledgeTechnological Proficiency

Soft Skills

Interpersonal CommunicationCollaborationRelationship BuildingMentorshipSelf-reliance

Tools & Technologies

Contact Management ApplicationsIllustration SoftwareSales Support Systems

Certifications & Qualifications

Life and Annuity LicenseHigh School Diploma or GEDBachelor's Degree in Business or Related Field

Industry Keywords

Annuity InsuranceF&G ProductsSales InitiativesInternal WholesalersIMO Distribution

About the role

Key responsibilities & impact

Manage high-volume inbound phone and email inquiries, providing sales support to agents and marketers
Initiate proactive sales initiatives aligned with annuity sales objectives
Maintain in-depth knowledge of F&G products, practices, and procedures
Identify and communicate sales opportunities to Senior Internal Wholesalers and Regional Directors
Provide cross-organizational support regarding contracting and commissions, new business, and policyholder support
Train agents and marketers on F&G illustration software and agent website use
Troubleshoot and report system issues
Maintain knowledge of the annuity insurance industry and competitive landscape
Report to the Manager, Internal Sales
Collaborate with Annuity Distribution Internal Wholesalers and other Annuity Distribution team members
Provide guidance, mentorship, or subject matter expertise without formal people leadership responsibilities

Requirements

What you’ll need

High School Diploma or GED
3+ year of relevant experience
Professional work experience serving customers, working collaboratively across internal or external teams, problem solving, and communicating effectively in small or large group settings
General knowledge of economics and financial planning
Ability to build solid external and internal relationships
Strong oral, written, and interpersonal communication skills
Self-reliant multi-tasking and problem-solving capabilities
Advanced knowledge of MS Office, Word, Excel, and PowerPoint required
Technological proficiency and knowledge of contact management applications, illustration tools, and sales support systems
Bachelor's Degree in Business or related field preferred
Salesforce CRM experience preferred
Knowledge of the annuity insurance marketplace, products, and IMO distribution preferred
Annuity product sales support experience preferred
Life and annuity license preferred

Benefits

Comp & perks

Ability to choose in-office, hybrid, or remote work arrangements in coordination with the leader during the hiring process
Employee-centric flexible work environment
Reasonable accommodations for applicants and candidates with disabilities
Equal opportunity employer
National Top Workplace and Iowa Top Workplace recognition