Sales Support Consultant

About Us

Equi Trust Life Insurance Company is a national carrier of competitive, client‑friendly annuity products sold through more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service by operating with integrity and passion. Our dedicated workforce executes responsibilities through teamwork and entrepreneurial spirit. Equi Trust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.

The Sales Support Consultant is responsible for serving as a resource to agents and marketing organizations in matters related to Equi Trust Life products and procedures. The consultant plays a key role in building relationships through education and by responding accurately and efficiently to requests, providing excellent support to agents and marketers. The consultant works collaboratively with Internal Wholesalers and Regional Vice Presidents to assist the distribution team.

• Provides direct sales support and training to agents and IMOs by responding to telephone calls and emails.
• Proactively promotes Equi Trust products, services and programs through calls, faxes and emails to target agents; resolves agent and IMO issues and questions regarding all products, required training, computer operations/website and general questions.
• Administers Equi Trust‑sponsored sales and recruiting incentive programs.
• Coordinates solutions to administrative problems between Equi Trust and its agents.
• Conducts online webinars to prepare agents to promote Equi Trust’s products and services directly to their clients.
• Collaborates with Marketing in developing sales support materials and other marketing communications.
• Establishes and updates competitor product profiles to include product design features, rates, strategies, riders, fees and charges and all other comparison data.
• Assists the Assistant Vice President, Sales in support of identified projects.
• Conducts on‑site training and promotional meetings with groups of agents or IMOs.
• Coordinates solutions with all departments regarding administrative issues including new business, contracting, funding and in‑force.
• Supports the Sales and Marketing team and other departments on an as‑needed basis.
• Willingly takes on additional responsibilities as requested in order to accomplish department and company objectives.
• Actively participates and contributes to the goals and objectives of the company by working collaboratively and fostering a positive and inclusive work environment.

Education:

• Bachelor’s Degree or equivalent education required;
  Bachelor’s Degree preferred.

Experience:

• Degreed Professionals:
  • 2 years of life and/or annuity experience required.
  • 1 year sales and/or sales support experience required.
• Non‑Degreed Professionals:
  • 3 years of life and/or annuity experience required.
  • 2 years sales and/or sales support experience required.

Knowledge, Skills, and Abilities:

• Good mathematical, analytical, organizational and problem‑solving skills with attention to detail.
• Effective communication and presentation skills, both verbal and written.
• Strong phone presence and ability to handle escalated calls under pressure.
• Ability to prioritize workflows, establish and meet deadlines, and manage multiple concurrent tasks.
• Adaptability to changing situations and a positive response to change.
• Competent computer skills and ability to navigate multiple systems, including Microsoft Office and proprietary systems such as Sales Force.
• Strong interpersonal skills and high professionalism.
• Strong understanding of life and annuity insurance products.
• Specific product knowledge of Index and Deferred Annuities and basic knowledge of Life products required.

• West Des Moines, IA
• Expected Travel:
  Not required/likely

In addition to base pay, eligible employees may receive an annual discretionary incentive bonus and a competitive benefits package including:

• Medical, Dental & Vision coverage
• 401(k) with company match
• Paid time off:
  Vacation, Sick, Holiday, and more
• Paid parental leave for both mothers and fathers
• Hybrid/Remote work options
• Early Friday closure

Equi Trust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit Equi Trust Careers.