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Key Accounts Associate, Affiliated Distribution

Addison, TX; Montpelier, VT

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.

Please note that we do not offer visa sponsorship for this position.

In this role you will act as a liaison and provide support for Life Insurance and Annuity sales activities. You will partner with Regional Vice President’s in growing and developing strategic relationships with National Life Group’s Affiliated distribution partners. You will be responsible for providing product analysis, illustration, and case design, and aligning resources to drive sales in the National Life Group Affiliated Channel. You will form strong partnerships with agencies to ensure mutually beneficial relationships with an emphasis on customer service, business development, profitability, and retention. This role requires a relationship builder with a sales focus, excellent communication and presentation skills, strong work ethic, a passion for life and annuity products, and a competitive drive to succeed. This involves working internally with various business and operations units, including the Sales Desk, and with selected agents, agencies, Regional Vice Presidents, and NLG external wholesalers.

Essential Duties and Responsibilities

  • Establish and manage strong working relationships with internal and external partners to provide enhanced customer service for all sales and service operations.
  • Conduct training, both in person and virtual, on products, processes, and services offered by National Life Group
  • Actively consult and advise agencies and agents to provide them with value-added strategies to increase their book of business and create effective campaigns to achieve growth goals.
  • Partner with Regional Vice President’s in the development of business plans to acquire, grow, and strengthen existing relationships
  • Recommend solutions, create action plans, and resolve operational issues.
  • Support agencies and agents with product selection, case design, and illustration fulfillment.
  • Assist with product launches and training initiatives.
  • Travel to agency and agent offices as needed for onboarding and training, and general Regional Vice President support.
  • Organize Home Office visits when appropriate.
  • Assist onboarding 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

 

Minimum Qualifications 

 

  • Ability to travel more than 50% of your time, growing and developing agency relationships
  • 2–5 years of life insurance industry experience.
  • Understanding of life and annuity products and operations.
  • Strong relationship management, communication, and customer service skills.
  • Demonstrated analytical and problem-solving capabilities.
  • Strong organizational skills with attention to follow-through.
  • Ability to exercise sound judgment and work effectively under pressure.

 

Preferred Qualifications 

  • Preferred candidates will have experience in life and/or annuity product distribution ith a focus on indexed products and living benefits
  • Preferred industry designations include Series 7; Series 63; Series 65 (or Series 66) and Series 24 registrations.
  • Additional industry designations include CLU®, ChFC®, and CFP®

Benefits

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

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National Life Group

1 National Life Dr

Montpelier, VT 05604

 

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