National Accounts Manager, IMO Distribution jobs in United States
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F&G · 1 day ago

National Accounts Manager, IMO Distribution

Fidelity & Guaranty Life Insurance Company (F&G) is seeking a National Accounts Manager for their IMO Distribution. This role is responsible for developing and maintaining relationships with independent marketing organizations, providing high-level support, and managing sales strategies to meet production goals.

Financial ServicesInsurance
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Growth Opportunities

Responsibilities

Demonstrate thorough, in-depth knowledge of company products, practices and procedures
Conduct new account installations (how to do business with F&G) and provide marketing support to IMO internal and external marketers with tools such as webinars, conference calls, PowerPoint, etc
On an ongoing basis, profile and document IMO approach, strategies, personnel, production, etc. through business profiles
In person sales activities include: principal planning meetings, marketing meetings, training seminars, boot camps, agent conferences, back office training meetings, joint phone calls or appointments
Develop expert knowledge and proficiency in company applications including commission systems, company VDI, Salesforce, illustration software and F&G’s producer portal, SalesLink
Manage relationship, sales and marketing expectations for Independent Marketing Organizations (IMOs), and other high potential agencies – known collectively as 'key accounts'
Recruit key accounts that meet the stated company profile with the ability to generate sales volumes necessary to validate the MGA compensation
Make recommendations, to the National Account VP, on appropriate contract levels, including increasing and/or decreasing contract levels, and on appropriate incentives necessary to build distribution networks
Maintain successful business relationships with key accounts through frequent communication and visitation
Develop and record on company networks business plans with key accounts
Encourage, support and participate in meetings and seminars that promote Fidelity & Guaranty Life
Develop knowledge of specific account requirements as they relate to home office service capabilities and procedures
Coordinate special needs of key accounts in interfacing successfully with the home office
This position will require approximately 50% travel
Identify opportunities for, and coordinate the development of, consistent high-quality presentations, and other promotional pieces in support of marketing efforts
Monitor and track competitors’ products and positioning and the impact they have on F&G competitive positioning
Contribute suggestions and competitive intelligence for effective product positioning to the National Account VP, IMO Distribution
Utilize a channel-agnostic approach in discovery process working with IMOs and Broker Dealers, ensuring that we offer solutions that are valued most by each potential distributor
Prepare management reports as requested, to include activity reports and an extensive semi-annual review of key accounts
Other duties and special projects, as assigned, by the National Account VP or senior level management

Qualification

Key account managementSalesforceInsurance industry knowledgeCLUChFCCFPPC skillsBilingual in SpanishCommunication skillsPresentation skillsProject management

Required

Bachelor's degree required preferably in Business or Marketing or equivalent to appropriate years of job experience
3+ years of key account management experience
Demonstrated success in sales and/or marketing functions
Demonstrated ability to work within a home office environment
Excellent verbal and written communication skills
Excellent presentation skills, product and competitor knowledge
Strong project management, quarterly business planning, organization and follow up skills
Insurance industry knowledge
Ability to foster effective working relationships within the organization and with key accounts
Strong PC skills
Approximately 60% travel is required including many nights and weekends

Preferred

Industry recognized designation preferred such as CLU, ChFC or CFP
Preferably bilingual in Spanish

Benefits

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G.

Company

F&G

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Established in 1959, F&G is headquartered in Des Moines, Iowa, and offers unique life insurance and annuity solutions to meet individual financial security needs through a national network of financial professionals.

Funding

Current Stage
Public Company
Total Funding
$3.27B
Key Investors
Fidelity National Financial
2025-01-06Post Ipo Debt· $375M
2024-10-01Post Ipo Debt· $500M
2024-05-20Post Ipo Debt· $550M

Leadership Team

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John Phelps
EVP, Head of Owned Distribution
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Company data provided by crunchbase