National Accounts Manager, Independent Brokerage Life Sales

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

📋 Description

• Cultivate new and existing partnerships while providing proactive, high-level support to the National Accounts VP and Specialty Brokerage accounts.

• Generate insightful and actionable sales reports utilizing current systems and resources.

• Act as a dedicated resource for IMO marketing personnel, back-office staff, key IMO principals, and agents.

• Attain mastery of F&G products and conduct comparative analyses of competitor product features and benefits.

• Travel to established relationships and nurture new connections.

• Create and implement account sales strategies in collaboration with accounts and the National Account VP.

• Enhance and expand sales through IMO principals, agents, and back-office/operations levels.

• Establish trust with owners and senior managers while developing marketing and sales strategies for F&G life products.

• Offer training and support on F&G life and annuity offerings.

• Address operational needs utilizing F&G resources and liaise with home office personnel.

• Direct home office sales support activities to meet production goals and sales targets.

• Oversee new account setups and provide marketing assistance via webinars, conference calls, and presentations.

• Analyze and document IMO strategies, personnel, and production through Business Profiles.

• Manage relationships, sales, and marketing expectations for IMOs and high-potential agencies.

• Recruit and oversee Key Accounts, including contract levels and incentive suggestions.

• Sustain Key Account relationships through regular communication and visits.

• Develop and document business plans in collaboration with Key Accounts.

• Align Key Account requirements with Home Office service capabilities and protocols.

• Identify and coordinate high-quality presentations and promotional materials.

• Monitor competitor products, positioning, and their competitive impact.

• Prepare management reports, activity reports, and bi-annual Key Account assessments.

• Perform additional tasks and special projects as assigned by the National Account VP or senior management.

⛳️ Requirements

• A Bachelor's degree is required, preferably in Business or Marketing.

• At least 3 years of experience in key account management.

• Proven track record of success in sales and/or marketing roles.

• Exceptional verbal and written communication abilities.

• Outstanding presentation skills.

• Strong project management, organizational, and follow-up capabilities.

• Knowledge of the insurance industry.

• Ability to foster effective working relationships both within the organization and with key accounts.

• Proficient PC skills.

• Regular and timely attendance is essential.

• Capability to work effectively in a home office setting.

• Willingness to travel approximately 50% of the time.

• Availability to attend conferences and meetings, including some weekends and evenings.

• An industry-recognized designation such as CLU, ChFC, or CFP is preferred.

🏝️ Benefits

• Flexible options for in-office, hybrid, and remote work arrangements.

• Reasonable accommodations available for applicants and candidates with disabilities.

• An employee-centric work environment.

• Commitment to equal opportunity employment.