National Account Manager

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

📋 Description

• Formulate and implement strategic account initiatives that align with enterprise growth objectives and the goals set by the firm.

• Act as the main relationship manager and strategic liaison for partnerships with financial institutions, banks, and wirehouses.

• Establish trustworthy relationships with executive decision-makers and key stakeholders.

• Set priorities and execution plans in collaboration with the Annuities and Life Insurance leadership teams.

• Facilitate business reviews, planning sessions, due diligence discussions, and partner engagements.

• Propel revenue growth, retention, and account expansion through effective business development and product positioning.

• Keep abreast of competitor trends, market strategies, product positioning, pricing dynamics, and shelf opportunities.

• Coordinate resources across Sales, Marketing, Product, Operations, Finance, Legal, and Compliance.

• Communicate strategic changes, product improvements, firm updates, meetings, and regional priorities.

• Advocate for partner needs, swiftly resolve issues, enhance processes, and execute key priorities.

• Ensure partner satisfaction through proactive relationship management and prompt issue resolution.

• Address escalated customer or advisor concerns and identify opportunities for process enhancements.

• Oversee sponsored meeting budgets and assist with partner due diligence and reporting tasks.

• Ensure that account activities, agreements, and communications align with company policies and regulatory standards.

• Provide leadership, mentorship, and strategic guidance to colleagues and cross-functional teams.

⛳️ Requirements

• Over 6 years of experience in life insurance, annuity distribution, national account management, strategic accounts, or relationship management within wirehouses or financial institutions.

• Strong grasp of life insurance and annuity products, distribution models, and partner economics.

• Demonstrated success in driving sales and revenue growth, shelf placement, partner advocacy, relationship health, and overall firm-level business plans.

• Experience in leading firm governance, business reviews, sales planning, onboarding processes, product launches, and distribution expansion strategies.

• Capability to coordinate internal resources across Operations, Product, Marketing, Compliance, Technology, and Sales departments.

• Ability to work independently while aligning priorities with leadership and organizational objectives.

• Exceptional skills in communication, presentation, negotiation, relationship management, and consultative selling.

• Ability to convert partner needs into actionable growth strategies.

• Informal leadership experience in mentoring Relationship Managers and promoting accountability across cross-functional teams.

• Willingness and capability to travel as required by business needs.

• Proficiency in Microsoft Outlook, Excel, PowerPoint, Word, Teams, and other related productivity tools.

• Experience with CRM platforms, sales analytics tools, business intelligence dashboards, and executive reporting resources.

• Ability to analyze sales results, partner engagement trends, operational metrics, and competitive intelligence.

• Experience utilizing AI-enabled tools for productivity enhancement, decision-making, client engagement, and business communication.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Mental health support.

• Employee assistance program.

• Paid time off.

• Paid parental leave.

• Short-term disability benefits.

• Cultural observance days.

• Contributions to healthcare accounts.

• Pension plan.

• 401(k) plan with company matching.

• ProHealth Rewards platform offering cash incentives.