National Account Director

This is a fully remote position, open to applicants in Alabama, +44 more states.

📋 Description

• Collaborate with National Account VP(s) to comprehend customer requirements and pinpoint promising opportunities and distributor partnerships

• Work alongside key National Account contacts to enhance awareness of John Hancock solutions

• Engage with various departments within the Life Insurance business unit to facilitate, address challenges, and expedite sales processes

• Conduct research and analyze both internal and external factors influencing account performance, including firm penetration and carrier share of shelf

• Take part in strategic discussions to align company resources and wholesale teams with high-value growth initiatives

• Implement relationship management strategies and coordinate the fulfillment of commitments across Underwriting, New Business, Licensing, Compensation, and Policy Holder Service teams

• Support promotional campaigns around client conferences and national activation events

• Prepare and conduct market share analyses for specific National Accounts

• Track NPS scores, collect feedback, identify trends, and suggest enhancements

• Monitor sales and pipeline trends against KPIs and propose actions

• Formulate strategies to deliver John Hancock solutions to BGAs

• Present product illustrations, applications, features, and educational topics at both national and BGA levels

• Create procedures to automate communications and deliver customized mass marketing

• Gather business intelligence, pinpoint trends, and generate stakeholder summaries

• Lead national webinars and local meeting presentations

• Assist in onboarding new IMOs and BGA members to the John Hancock relationship

⛳️ Requirements

• Over 5 years of experience leading business marketing functions with a progressive increase in responsibilities

• More than 5 years of experience in financial services or a comparable business-to-business wholesale role

• Required licenses: FINRA SIE, Series 6, Series 63, and Life & Health

• Willingness to travel for business as needed

• Strong analytical and critical thinking abilities

• Experience in distributor relationship management

• Capability to work independently as well as collaboratively in a team environment

• Experience in sales goal planning and execution

• Outstanding written, verbal, and presentation communication skills

• Strong sales acumen and analytical mindset

• Ability to identify business trends, opportunities, and risks/exposures

• Designations such as CLU, ChFC, CFP, CLTC, or LUTCF are advantageous but not mandatory

🏝️ Benefits

• Incentive programs and compensation linked to both business and individual performance

• Comprehensive health, dental, mental health, vision, short- and long-term disability, life, and AD&D insurance coverage

• Adoption/surrogacy and wellness benefits

• Employee and family assistance programs

• Retirement savings plans, including pension/401(k) options

• Global share ownership plan with employer matching contributions

• Financial education and counseling services

• Up to 11 paid holidays

• 3 personal days

• 150 hours of vacation time

• 40 hours of sick leave, or more as mandated by law

• Statutory leaves of absence

• Flexible working conditions

• Support for learning and career advancement

• Well-being and inclusion initiatives