External Wholesaler, Life and Annuity Distribution - West Coast

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

Role Summary

We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing strategic relationships with National Life Group’s distribution partners. Your focus will be on finding new business relationships and collaborating with existing strategic partners to develop and implement growth-oriented business goals. In addition, you will prospect and develop business relationships to drive sales of life and annuity products. 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. 

Essential Duties and 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.

 

Minimum Qualifications

 

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

 

Benefits

Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life<