26 days old

Annuity Marketing Representative

Guggenheim Life and Annuity Company Holdings
Indianapolis, IN 46201
  • Job Code
Guggenheim Life and Annuity Company Holdings

Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

ID: 2020-1260
Category: Insurance
Position Type: Regular Full-Time


Guggenheim Life and Annuity is seeking an experienced Annuity Marketing Representative. Reporting to the President GL Marketing, this individual will be responsible for recruiting new annuity producers in addition to retaining and increasing ongoing business through a combination of educating, assisting, and communicating with independent agents and independent marketing organizations (IMOs). You will develop new prospects and interact extensively with existing agents to increase sales of products and services, plus analyze and interpret competitor's products, promotions and point of sale pieces to gain a competitive advantage.

The successful candidate must be able to demonstrate a solid history of effective sales/marketing skills related to representing/promoting annuity and/or life insurance products to a wide variety of clients and customers.

The position is located in the Indianapolis office (far north side).


  • Achieves sales goals, premium volumes and revenue targets with a focus on business development by creating a culture of clear expectations of each client's goals and objectives, achieving sales excellence and ensuring exceptional customer service.
  • Builds positive rapport and relationships with agents, brokers, sub-producers and IMOs. Reaches out to all distribution channels through cold calling and telemarketing. Understands and articulates commission triggers, commission payments and chargeback by product and distribution channel.
  • Accurately answers all consumer/customer and client questions regarding all products and clearly explains product features, advantages and benefits, including variances by state.
  • Educates agents on product availability, website features and benefits, and company requirements. Assists agents with matching client needs with appropriate product to assure suitability.
  • Prepares materials, demonstrations, webinars illustrations and proposals for all activities.
  • Communicates and listens for opportunities from prospective producers. Understands what the producer is looking for in terms of a company to do business with and products to offer to their clients.
  • Recognizes, motivates and supports producer sales efforts.
  • Acts as liaison between producer and other internal departments; intercedes on behalf of the producer to resolve issues or problems with other internal departments


  • Bachelor's Degree or equivalent training and experience plus a minimum of 2 years' sales experience marketing insurance or annuity products
  • Current Indiana Life and Health Insurance License, or ability to obtain license within six months
  • Extensive knowledge of insurance and annuity products, insurance law, customer service, contract provisions and company operations
  • Familiarity with state law and guidelines for insurance and annuity products and specifications
  • Practical knowledge of basic office and PC applications, including MS Word and Excel, and sales/marketing reporting tools
  • Excellent oral, written, listening, and presentation skills and ability to clearly articulate complex information to others
  • Strong sales and service orientation and ability to mentor/lead and motivate other sales professionals
  • Demonstrated ability to employ 'entrepreneurial spirit' to service existing business and produce profitable new business
  • Proven ability to work independently as well as in concert with internal and external managers and staff, and build and work within a team
  • Ability to build productive positive relationships with outside agents and IMO's
  • Ability to plan for and prioritize multiple detailed projects, and be flexible with schedules
  • Ability to develop and execute detailed plans to achieve sales goals and objectives
  • Takes ownership and accepts accountability for own performance and responsibility toward

In addition, the ideal candidate will be or have
  • Professional communication and demeanor
  • Intuitive to customers' needs
  • Ownership and accountability
  • Organized, multi-tasking
  • Accomplish goals, execution
  • Team oriented; foster positive rapport
  • Intuitive, problem solver and analytical

About Guggenheim Life and Annuity Company

Guggenheim Life and Annuity Company, a subsidiary of Guggenheim Partners, provides financial services to institutional and retail customers through fixed annuity products distributed through networks of independent marketing organizations (IMOs) and agents nationwide.

To succeed in the Guggenheim culture, candidates must be self-starters and strive for results. We are looking for people who operate as business owners, adhere to the highest standards and think creatively to realize opportunities, wherever they may be.

Guggenheim Partners is an Equal Opportunity Employer committed to a diversified and inclusive workforce.



Posted: 2020-07-16 Expires: 2020-08-16

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Annuity Marketing Representative

Guggenheim Life and Annuity Company Holdings
Indianapolis, IN 46201

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