Sales Intern, Eagle Life

Posted:
9/9/2024, 6:14:49 AM

Location(s):
West Des Moines, Iowa, United States ⋅ Iowa, United States

Experience Level(s):
Internship

Field(s):
Growth & Marketing ⋅ Sales & Account Management

At American Equity Investment Life Holding Company®we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. 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 in Charlotte, NC and New York, NY.

The AEL Summer Internship Program offers an immersive real-world experience, closely replicating the career journey of an American Equity professional. Each intern will contribute to meaningful, hands-on projects that drive measurable business outcomes, gaining valuable experience along the way.

Interns will also have the opportunity to present their project work to company leaders, network with executives, and participate in educational programs designed to support their personal and professional growth. Additionally, interns will engage in community service projects and social events, building connections with fellow interns and the broader American Equity team.

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:  

  • Shadows Internal Wholesalers to learn the essential duties and functions of the role.
  • Gains a basic-level of understanding around annuities and how they fit into the financial planning process
  • Familiarizes themself 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.
  • Builds strong working relationships and partners with other critical teams including Marketing, National Accounts and Customer Excellence to achieve Objectives and Key Results.
  • Learns and Utilizes 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.

___

This description covers the major purpose and essential functions of the job.  It is not intended to give all details or a step-by-step account of the way each task is to be performed.  Employees may receive other job-related instructions and be required to perform other job-related work requested by their manager.  All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.