External Wholesaler (Life and Annuity Distribution)

National Life Insurance Company Limited; United States; Remote; USD 90,000 - 140,000; Full time

Job summary

National Life Group is seeking a dynamic External Wholesaler to grow and manage strategic relationships with distribution partners across life and annuity products. This remote role in the USA focuses on developing new business opportunities, expanding partnerships, and delivering growth-driven strategies with agents and agencies.

Ideal candidates bring 3+ years in life/annuity distribution, strong relationship skills, and a proven track record in sales.

Qualifications

• Minimum 3 years in life/annuity product distribution; 5+ years preferred.
• Designations CLU, ChFC, CFP preferred.
• Strong relationship management, problem-solving and communication skills.
• Willing to travel 50%+ of the time.

Responsibilities

• Build and grow relationships with agents and agencies to increase revenue from life and annuity sales.
• Consult and advise agencies to provide value-added strategies and campaigns to achieve growth goals.
• Develop business plans in targeted markets to acquire, grow, and strengthen distribution relationships.
• Establish and manage strong working relationships with internal and external partners to provide enhanced customer service for sales and service operations.
• Onboard new relationships with National Life Group to quickly grow and develop business.

Skills

Relationship management

Communication

Sales

Networking

Travel willingness

Education

CLU

ChFC

CFP

Job description

External Wholesaler (Life and Annuity Distribution)

Remote, USA

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.

Role Summary

We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing strategic relationships with National Life Group’s distribution partners. Your focus will be on finding new business relationships and collaborating with existing strategic partners to develop and implement growth-oriented business goals. In addition, you will prospect and develop business relationships to drive sales of life and annuity products. You will form strong partnerships with agencies to ensure mutually beneficial relationships with an emphasis on customer service, business development, profitability, and retention. This role requires a relationship builder with a sales focus, excellent communication and presentation skills, strong work ethic, a passion for life and annuity products, and a competitive drive to succeed.

Essential Duties and Responsibilities

• Responsible for building new and growing existing relationships with agents and agencies to increase revenue from life and annuity sales.
• Actively consult and advise agencies to provide them with value-added strategies to increase their book of business and create effective marketing campaigns to achieve growth goals.
• Develop business plans in targeted markets to acquire, grow, and strengthen distribution relationships.
• Establish and manage strong working relationships with internal and external partners to provide enhanced customer service for all sales and service operations.
• Support agents and agency marketers in product selection, case design, and illustration fulfillment.
• Conduct training, both in person and virtual, on products, processes, business development and services offered by National Life Group.
• Onboard new relationships with National Life Group to quickly grow and develop business.
• Maintain an active understanding of the competitive landscape and current industry trends to create innovative solutions designed to meet customer needs.

Minimum Qualifications

• An entrepreneur with a history of demonstrating year over year growth with strategic partners in life and annuity products.
• Minimum 3 years industry experience in life and/or annuity product distribution. Preferred candidates will have 5+ years’ experience with a focus on indexed products and living benefits.
• Preferred industry designations include CLU®, ChFC®, and CFP®.
• Exceptional relationship management skills, including the ability to get things done, breaking down barriers, and finding/executing solutions.
• Excellent problem solving and communication skills (verbal and written).
• Strong organization and self-management skills, including managing travel and business expenses.
• Ability to travel more than 50% of your time, growing and developing new and existing agency relationships.
• Team player who can work with other field leaders and internal support roles to collaboratively develop business relationships.
• History of success in a sales role, overcoming objections with creative problem solving and optimism to provide the best solution for customers.

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.

All applicants are expected to:

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
• Stay curious and open to new AI-enabled ways of working.
• Exercise sound judgment by reviewing and validating AI-generated content.
• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life’s AI guiding principles.
• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention and intellectual property.

Compensation for this role is earned primarily through commissions which are calculated as a percentage of life and annuity sales and pay guarantees may be offered for the first year of employment.

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.

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

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in National Life Insurance Company’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.