External Wholesaler (Life and Annuity Distribution) @ National Life Group | Jobright.ai
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External Wholesaler (Life and Annuity Distribution) jobs in United States
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National Life Group · 6 hours ago

External Wholesaler (Life and Annuity Distribution)

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Responsibilities

Responsible for building new and growing existing relationships with agents and agencies to increase revenue from life and annuity sales.
Actively consult and advise agencies to provide them with value-added strategies to increase their book of business and create effective marketing campaigns to achieve growth goals.
Develop business plans in targeted markets to acquire, grow, and strengthen distribution relationships.
Establish and manage strong working relationships with internal and external partners to provide enhanced customer service for all sales and service operations.
Support agents and agency marketers in product selection, case design, and illustration fulfillment.
Conduct training, both in person and virtual, on products, processes, business development and services offered by National Life Group.
Onboard new relationships with National Life Group to quickly grow and develop business.
Maintain an active understanding of the competitive landscape and current industry trends to create innovative solutions designed to meet customer needs.

Qualification

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Annuity ProductsRelationship ManagementSales ExperienceTravel ManagementCLU®ChFC®CFP®Indexed ProductsLiving Benefits

Required

An entrepreneur with a history of demonstrating year over year growth with strategic partners in life and annuity products.
Minimum 3 years industry experience in life and/or annuity product distribution.
Preferred candidates will have 5+ years’ experience with a focus on indexed products and living benefits.
Exceptional relationship management skills, including the ability to get things done, breaking down barriers, and finding/executing solutions.
Excellent problem solving and communication skills (verbal and written).
Strong organization and self-management skills, including managing travel and business expenses.
Ability to travel more than 50% of your time, growing and developing new and existing agency relationships.
Team player who can work with other field leaders and internal support roles to collaboratively develop business relationships.
History of success in a sales role, overcoming objections with creative problem solving and optimism to provide the best solution for customers.

Preferred

Preferred industry designations include CLU®, ChFC®, and CFP®.

Benefits

401(k) retirement plan match
Medical, dental, and vision insurance
A company funded wellness account for director and below employees
10 paid holidays
A generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law)
6 weeks of paid parental leave
6 weeks of paid family leave after a year of full-time employment

Company

National Life Group

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National Life Group offers life insurance, and annuity products to help individuals, families and businesses pursue financial needs.

Funding

Current Stage
Late Stage

Leadership Team

M
Mehran Assadi
Chairman, CEO & President
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Company data provided by crunchbase
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