National Life Insurance Company

Insurance

KeyAccountsAssociate,AffiliatedDistribution

$55–75k ~AI est. Addison, Texas, United States
The Brief

“Key Accounts Associate, Affiliated Distribution at National Life Insurance Company. Skills: Affiliated distribution, Relationship management, Sales support. Act as liaison for sales activities. Provide support for sales activities”

What You'll Achieve.

Achieve growth goals

Industry & Context.

Insurance
Problems you'll solve

Analytical; Problem-solving

Eligibility Requirements

Ability to travel more than 50%

What They're Looking For.

Must Have

2–5 years life insurance industry experience, Understanding of life and annuity products, Relationship management skills, Customer service skills, Analytical capabilities, Problem-solving capabilities, Organizational skills, Attention to follow-through, Ability to exercise sound judgment, Work effectively under pressure

Nice to Have

Experience in life/annuity product distribution, Focus on indexed products, Focus on living benefits, Series 7 registration, Series 63 registration, Series 65 registration, Series 66 registration, Series 24 registration, CLU® designation, ChFC® designation, CFP® designation

What You'll Do.

Act as liaison for sales activities

Provide support for sales activities

Partner with Regional Vice Presidents

Grow strategic relationships

Develop strategic relationships

Provide product analysis

Align resources to drive sales

Form partnerships with agencies

Ensure mutually beneficial relationships

Establish working relationships

Manage working relationships

Conduct training on products

Conduct training on processes

Conduct training on services

Provide value-added strategies

Increase book of business

Create effective campaigns

Develop business plans

Strengthen existing relationships

Resolve operational issues

Support agencies with product selection

Support agencies with case design

Support agencies with illustration fulfillment

Assist with product launches

Assist with training initiatives

Travel to agency offices

Travel to agent offices

Organize Home Office visits

Assist onboarding new relationships

Maintain understanding of competitive landscape

Maintain understanding of industry trends

Create innovative solutions

How You'll Work.

Team & Collaboration

Internal business units; Operations units; Sales Desk; Selected agents; Agencies; Regional Vice Presidents; NLG external wholesalers

Communication Scope

Presentation skills

Free ATS check

Applying for this Key Accounts Associate, Affiliated Distribution role?

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