National Account Director

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Collaborate with National Account Vice Presidents to grasp customer needs and pinpoint promising opportunities and distributor relationships.

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

• Partner with various departments within the Life Insurance business unit to facilitate problem-solving and expedite sales processes.

• Conduct research and analyze both external and internal factors affecting account performance, such as firm penetration rates and carrier shelf share.

• Engage in strategic discussions to align company resources and the wholesale team with lucrative growth opportunities.

• Implement relationship management strategies to ensure JH teams fulfill commitments in areas such as underwriting, new business, licensing, compensation, and policyholder service.

• Coordinate promotional initiatives before and after client conferences and national activation events.

• Prepare and execute market share analyses for assigned National Accounts.

• Track NPS scores, gather feedback, recognize trends, and suggest improvements.

• Monitor sales and pipeline trends against key performance indicators and propose actions accordingly.

• Formulate strategies to deliver John Hancock solutions to BGAs.

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

• Create processes to automate communications and provide tailored communications across client roles.

• Collect business intelligence, identify trends, and generate project summaries for stakeholders.

• Conduct national webinars and local meeting presentations, either moderating or presenting portfolio and service topics.

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

⛳️ Requirements

• Over 5 years of experience leading business marketing functions with increasing responsibilities.

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

• Possession of the required FINRA SIE license.

• Possession of the required Series 6 license.

• Possession of the required Series 63 license.

• Possession of the required Life & Health license.

• Some business travel may be necessary.

• Strong analytical and critical thinking abilities.

• Experience in distributor relationship management.

• Capability to work independently as well as in a team-oriented environment.

• Experience in sales goal planning and execution.

• Outstanding written, verbal, and presentation communication skills.

• Sales acumen with the ability to identify business trends, opportunities, and potential 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.

• Health insurance coverage.

• Dental insurance coverage.

• Mental health support.

• Vision insurance coverage.

• Short- and long-term disability insurance.

• Life and AD&D insurance coverage.

• Benefits for adoption/surrogacy.

• Wellness initiatives.

• 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 resources.

• Up to 11 paid holidays each year.

• 3 personal days each year.

• 150 hours of vacation annually.

• 40 hours of sick time annually, or more as mandated by law.

• Statutory leaves of absence.

• Flexible remote work options.

• Support for learning and career advancement.

• Well-being and inclusion initiatives.