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Internal Wholesaler
1 month ago
Internal Wholesaler - Distribution
In this role you will develop and grow business relationships with agencies and agents by acting as a subject matter expert on our products and processes and as a liaison with those individuals and entities. This involves collaborating with field leaders to design and execute against sales and marketing plans, as well as working with agency principals and agents to educate on and recommend products. In this role you will also be responsible for independently growing and developing dormant agencies/agents.
This role sits in either our Addison, TX or Montpelier, VT locations and uses virtual meeting tools to connect with field leaders, agents and agencies. There may be periodic travel to various agencies and conferences.
Key Responsibilities include:
Grow and manage a consistent and continuous new business pipeline through building relationships, developing expertise, using prospecting tools and educating agencies and agents on NLG products and processesEstablish, manage, and grow strong relationships with existing strategic accounts with large growth potentialProvide product analysis, illustration, and case design, acting as a subject matter expert for business stakeholdersIndependently grow and develop dormant agencies/agents.Recommend new products and features to agents and agencies, using knowledge of each account and its needs, markets, and goalsDevelop and collaborate on account specific strategies and marketing plans to deliver growthOnboard and educate new agents regarding NLG products and processesEnsure ongoing communication about policy/agent activity with internal groups (new business, underwriting, contracting, etc…)Qualifications
1-3 years industry experience in life and annuity productsIndustry certifications, such as CLU, CFP or ChFCAbility to drive growth and increase presence and market share for assigned accountsTeam player and self-starter with the ability to work independently and prioritize work in a fast-paced sales environmentExcellent verbal and written communications skillsUnderstanding of compliance and regulatory standards for life and annuity products is preferredCompensation:
This role offers base salary plus supplemental sales quarterly bonus payIn addition to base salary, other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 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; and 6 weeks of paid family leave after a year of full-time employmentNational 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. National Life Group1 National Life DrMontpelier, VT 05604
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