Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
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.
Job Summary
Job Description
Role and Responsibilities
Prospect and Recruit New Agents
Train New Agents to sell Ancillary Health products, ie. Dental, HIP, Cancer, etc.
Manage/motivate new and existing agents to increase sales
Maintain Existing agent sales efforts in Ancillary Health products
Interact and partner with Sales Support Staff
Conduct Product Training for Ancillary Health agents
Develop competitive analysis for products and report back in a timely manner
Input on Website to include software and content suggestions
Thorough Product Knowledge
Travel as needed for relationship management and industry functions
Requirements
Phone time – Must maintain phone time, call count and agent contracts per day/month to earn bonus
Qualifications and Education Requirements
Previous experience in selling or marketing Ancillary Health Products and a working knowledge of benefits, carriers, commission levels, etc.
High School or higher, degree preferred.
Highly competitive self starter, who is organized, disciplined and goal oriented
Preferred Skills
Excellent communication skills a must. Working knowledge of Microsoft office tools. Ability to multi-task and problem solve. Phone skills and persistence are a must.
Additional Notes
Must be able to establish and maintain client relationships. Must be able to ask for the contract and ask for business. Must be able to manage time and be flexible to maximize selling opportunities.
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