Advanced Sales Associate

Nationallifeinsurancecompany; Addison (TX); On-site; USD 88,125 - 129,250; Full time

Benefits offered by this job

Flexible and customizable benefits

401(k) eligibility

Paid time off benefits

Job summary

Nationallifeinsurancecompany is seeking a professional to support the Advanced Markets team, focusing on high-income clients. You'll assist agents with advanced marketing strategies and case design.

Applicants should possess strong communication and sales skills, a Bachelor's degree is preferred, and familiarity with insurance products is essential. Benefits start on day one, including customizable medical options and 401(k) eligibility.

Qualifications

• Knowledge of advanced market concepts and willingness to learn others.
• Ability to present complex topics in a compelling way.
• Experience in the life insurance and annuity business.

Responsibilities

• Assist in case design for advanced markets.
• Conduct marketing and training programs for agents.
• Identify new sales opportunities based on market developments.

Skills

Case design proficiency

Sales skills

Communication skills

Excel skills

PowerPoint skills

Education

Bachelor’s degree

CLU, ChFC, CFP, MBA, CPA

Tools

Advanced markets case design software

Job description

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.

Please note that we do not offer visa sponsorship for this position.

In this role, you will work with the Advanced Markets team to support independent and affiliated agents in their work with high income and high net worth individuals as well as business owner clients. You will help deliver advanced marketing strategies and sales ideas - including business succession, premium finance, executive benefits, qualified plans - to our distribution partners and help in case design and delivery.

Key Responsibilities

• Demonstrated proficiency in case design, sales skills and cross-selling skills with agents. Understanding of how life insurance products work to complete the implementation of advanced markets concepts.
• Help identify advanced market planning concepts tied to the use of our life and annuity products and work with the team to assure smooth adoption of new and existing concepts.
• Understand and communicate complex advanced markets concepts in simple, easy to understand terms.
• Work with distribution leaders to pro-actively reach out to agents and sales organizations to conduct marketing and training programs. Conduct agent training sessions, via webinars, home office visits or in the field.
• Stay on top of new product and tax developments and help identify new sales opportunities.
• Travel 20% (when permitted).

Job Requirements

• Knowledge of key advanced market concepts and willing to learn others.
• Excellent people, presentation and communication skills. A demonstrated ability to help build out sales and marketing presentations and to synthesize complex topics in a compelling and visual manner.
• Collaborate with distribution leaders, field leaders, wholesalers and agency partners to promote our key advanced market strategies
• Understand life insurance and annuity products. A plus if there is an understanding of NLG products and illustration software.
• Strong Excel and PowerPoint skills.
• Master, over time, various advanced markets case design software, including qualified plan systems.

Preferred Credentials

• Bachelor’s degree
• CLU, ChFC, CFP, MBA, CPA or other advanced industry recognized designation preferred
• Experience in the life insurance and annuity business
• Experience with Advanced Markets concepts
• Minimum 3-5 years of experience in the financial services business
• Ability to successfully pass a background check that may include fingerprinting

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out BENEFITS of a Career at National Life!

Base Pay Range

The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.

Additional Compensation and Benefits

The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will" position and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.

Salary Pay Range: $88,125 - $129,250 USD

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.