Job: Intermediate HealthPak Sales Support Specialist

Jobing Description

Job Requisition Number 12078

Essential Functions

The Sales Support Specialist HealthPak of Sales Administration is responsible for supporting regional office staff and producers, introducing the producer/employer to product options and plan designs and conducting training on different business needs.

* Assist producers and Regional Sales staff by running proposals and plan designs
* Direct the ordering of marketing materials (brochures, rate sheets, etc.) and coordinate custom marketing pieces through Compliance.
* Train producers on TWM products and enrollment software
* Instruct brokers on how to access and utilize the TWM website for proposals, illustrations, rate generators and ordering materials
* Consult with brokers on how to do business with TWM (including but not limited to case setup, group submission, contracting)
* Develop competitive analysis worksheets for Regional Sales staff and producers
* Assist Regional Sales staff with recruiting efforts (direct mail, lead follow-up, welcome packets, etc.).
* Primary point of contact for assisting Regional Sales staff and producers with group information (i.e. renewal information, re-enrollment reports, missing information reports, rates, case setup forms)
* Facilitate the Contracting and Licensing process for new agents
* Setup and coordinate CE Courses and product training sessions for Regional Sales staff
* Organize producer Home Office visits and regional meetings for Regional Sales staff
* Place outbound calls to producers to assist Regional Sales staff in generating sales
* Conduct product training for enrollments onsite as necessary

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Qualifications
Required skills, characteristics, experience, education and pre-employment testing requirements

* College degree in marketing or related fields or equivalent work experience required
* 1 year minimum insurance experience in enrollments or sales and marketing role required; 2+ years preferred
* Arkansas life & health license highly preferred
* Demonstrated outstanding customer service skills
* Knowledge of TWM products preferred
* Excellent attention to detail and organizational skills
* Strong working knowledge of Microsoft Office including Word, Excel and Powerpoint required.
* Ability to learn additional software applications, as needed, required

* This position is located in an office clerical environment
* Some travel is required
* High-energy environment requiring self-motivated and outgoing individual with the ability to work well under pressure and adapt to diverse situations
* Adherence to AEGON s Code of Conduct, Information Security Standards, and any other published practices, policies, and guidelines is a requirement of the position
* Punctual and regular attendance is a requirement of the position.

* Attention to Detail Able to review data/documents for accuracy and consistency; take action to prevent mistakes; follow procedures closely; keep records accurate and up to date; test services/application rigorously when needed.
* Communication Able to clearly present information through the spoken or written word; read and interpret complex information; talk with customers or clients; listen well.
* Continuous Quality & Performance Improvement Able to establish personal standards of quality for own work; independently improve the quality of own work processes, products, and/or services; identify and apply best practices in own work; improve the efficiency of own work by eliminating barriers and streamlining work processes; measure and track own performance.
* Flexibility & Achieving Change Able to remain open-minded and change opinions on the basis of new information; perform a wide variety of tasks and change focus quickly as demands change; manage transitions effectively from task to task. Able to positively deal with changes that affect job requirements; adapt to shifting priorities in response to the needs of internal and external customers; quickly recognize situations/conditions where change is needed; work to clarify situations where information, instructions, or objectives are ambiguous; support organizational change.
* Planning & Organizing Able to create plans; balance the need for adequate planning with the need for action; avoid wasting time on tasks that yield low value; use resources efficiently; monitor measures to chart the progress and impact of assignments.
* Relationship Building Able to deal effectively with people in order to get work accomplished; adjust own interpersonal approach to fit the interpersonal style/needs of others; recognize the impact of one s behavior on others; utilize technical and business contacts to meet job responsibilities; network to reach specific influential people.

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Pay,Benefits, & Work Schedule
Skill Family Sales Support
Pay Band Professional
Target Proficiency Level Entry or Intermediate
Pay Range TBD
FLSA Status Exempt
Relocation Benefits None

Regular full-time and part-time employees working 20 hours or more per week are eligible for the AEGON USA, Inc., benefit package, which is a comprehensive benefit package including optional Health, Dental, Vision, Flexible Spending Accounts, 401k, and more. More details will be provided upon selection for interview.
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Other Information
Job Title Intermeidate HealthPak Sales Support Specialist
Department Sales & Marketing
Supervisor Jeff Caldwell
Number of Positions 1

NOTICE There is currently (1) opening in this department. The Candidate will be hired as an Intermediate HealthPak Sales Support Specialist or a HealthPak Sales Support Specialist based upon qualitfications, skills, and organizational needs. Please refer to job posting #12077 for the HealthPak Sales Support Specialist.
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How To Apply
To apply for this position, please follow the online application process. Be sure to fully complete the form and include your resume. If you experience technical problems during the application process, please email applicationsupport@aegonusa.com.
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Equal Employment Opportunity
AEGON/Transamerica is an equal opportunity employer. We will not discriminate unlawfully against qualified applicants or employees with respect to any term or condition of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, medical condition, marital status, citizenship status, military service status, or other basis protected by law.

When necessary, Transamerica will reasonably accommodate employees and applicants with disabilities if the person is otherwise qualified to safely perform all of the essential functions of the position.
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