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F&G · 11 hours ago

National Accounts Manager, IMO Distribution

United States

Full-time

Hybrid

Mid Level

3+ years exp

F&G is a prominent insurance company specializing in annuity and life insurance products. They are seeking a National Accounts Manager to develop and manage relationships within their Independent Marketing Organizations (IMOs), providing high-end support and ensuring effective marketing and sales strategies.

Financial ServicesInsurance

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. It is also expected that significant time is spent in the home office. Travel and entertainment expenses must be reasonable and within guidelines established by management

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, IMODistribution

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 knowledgeCLUChFCCFPFollow-up skillsPC skillsBilingual in SpanishCommunicationPresentation skillsProject managementOrganizational skills

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

Regular and punctual attendance

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

Company

F&G

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.

Founded in 1959

Des Moines, Iowa, USA

1001-5000 employees