What are the responsibilities and job description for the Marketer Wholesaler position at The Achievement Group?
About TAG:
The Achievement Group is a Des Moines based Financial Services Wholesaling firm. We specialize in helping financial advisors/insurance agents protect more families and their retirements with annuities, life insurance and Asset protection for LTC. Insurance License is not required, however, If these types of activities are a match Licensed Insurance Agents are welcome to apply:
The Opportunity:
The Marketing Associate position spells opportunity for the right person who deeply cares about helping others, is looking to learn our industry and seeks growth potential. Full or Part Time Position.
Primary Responsibilities:
•Send out marketing emails and print media to insurance professionals and make our social media posts.
•Help Review and process annuity new business.
•Develop monthly annuity renewal and contracting reports.
•Get acquainted with clientele and advisors by answering phones.
•Update The Achievement Group’s website.
•Carry out marketing campaigns to introduce The Achievement Group to new agents that engage with our emails/social media.
Qualifications:
-High school diploma or GED required.
-College degree preferred.
-Having an understanding of Annuities and Life insurance preferred, but not required
-Knowledge of Microsoft Word, Excel, Outlook and PowerPoint.
-Solid problem-solving skills.
-Good organizational skills.
-Promote a positive work environment.
-Must be detailed oriented.
-Ability to work well as a team player and be flexible on working multiple projects