Internal Wholesaler

nationallifeinsurancecompany; Addison (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Benefits start day one

Job summary

National Life Group is seeking a sales-focused professional to develop and grow business relationships with agencies and agents. You will serve as a subject matter expert on our life and annuity products, collaborating with field leaders to design and execute sales plans, and educating agency principals to recommend solutions.

You will independently grow dormant agencies, expand existing accounts, and travel to conferences as needed, with an onsite schedule in Addison, TX four days per week

Qualifications

• 1–3 years industry experience in life and annuity products.
• Certifications such as CLU, CFP or ChFC are preferred.
• Ability to drive growth and increase presence and market share for assigned accounts.
• Team player and self-starter able to work independently in a fast-paced sales environment.
• Excellent verbal and written communications skills.

Responsibilities

• Grow and manage a consistent new business pipeline by building relationships and educating agencies and agents on NLG products and processes.
• Establish, manage, and grow relationships with existing strategic accounts with large growth potential.
• Provide product analysis, illustration, and case design as a subject matter expert for stakeholders.
• Independently grow and develop dormant agencies/agents.
• Recommend new products and features to agents/agencies based on account needs, markets, and goals.
• Develop account-specific strategies and marketing plans to drive growth.
• Onboard and educate new agents regarding NLG products and processes.
• Maintain ongoing communication about policy/agent activity with internal groups.

Skills

Life and annuity products

Relationship building

Communication

Independence

Education

CLU/CFP/ChFC certifications

Job description

Role Summary

In this role you will develop and grow business relationships with agencies and agents by acting as a subject matter expert on our products and processes and as a liaison with those individuals and entities. This involves collaborating with field leaders to design and execute against sales and marketing plans, as well as working with agency principals and agents to educate on and recommend products. In this role you will also be responsible for independently growing and developing dormant agencies/agents.

This role sits in either our Addison, TX or Montpelier, VT locations and uses virtual meeting tools to connect with field leaders, agents and agencies. There may be periodic travel to various agencies and conferences.

This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.

Essential Duties and Responsibilities

• Grow and manage a consistent and continuous new business pipeline through building relationships, developing expertise, using prospecting tools and educating agencies and agents on NLG products and processes
• Establish, manage, and grow strong relationships with existing strategic accounts with large growth potential
• Provide product analysis, illustration, and case design, acting as a subject matter expert for business stakeholders
• Independently grow and develop dormant agencies/agents.
• Recommend new products and features to agents and agencies, using knowledge of each account and its needs, markets, and goals
• Develop and collaborate on account specific strategies and marketing plans to deliver growth
• Onboard and educate new agents regarding NLG products and processes
• Ensure ongoing communication about policy/agent activity with internal groups (new business, underwriting, contracting, etc...)

Minimum Qualifications

• 1-3 years industry experience in life and annuity products
• Industry certifications, such as CLU, CFP or ChFC
• Ability to drive growth and increase presence and market share for assigned accounts
• Team player and self-starter with the ability to work independently and prioritize work in a fast-paced sales environment
• Excellent verbal and written communications skills

Preferred Qualifications

• Understanding of compliance and regulatory standards for life and annuity products

AI Proficiency Expectations

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.

Benefits

Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the 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, an