Internal Wholesaler - Distribution (Mandarin Speaking)

National Life Group; Montpelier (VT); On-site; USD 53,000 - 78,000; Full time

Benefits offered by this job

Benefits start day one

Job summary

National Life Group in Montpelier, VT is seeking a dynamic sales professional to build and grow relationships with agencies and agents, acting as a subject matter expert on our products and processes. You will collaborate with field leaders to design and execute sales and marketing plans and educate agents on National Life products.

The role requires 1–3 years of life/annuity experience, bilingual English/Mandarin, and relevant certifications.

Qualifications

• Bilingual (English/Mandarin) to communicate with partners.
• 1–3 years industry experience in life and annuity products.
• Certifications such as CLU, CFP or ChFC.
• Ability to drive growth and increase market share for accounts.
• Team player and self-starter in a fast-paced sales environment.
• Excellent verbal and written communications skills.

Responsibilities

• Grow and manage a continuous new business pipeline through relationships and education.
• Establish and grow relationships with strategic accounts with growth potential.
• Provide product analysis and design, acting as SME for stakeholders.
• Independently grow and develop dormant agencies/agents.
• Recommend new products to agents/agencies based on account needs.
• Develop account strategies and marketing plans for growth.
• Onboard and educate new agents on NLG products and processes.
• Maintain communication about policy/agent activity with internal teams.

Skills

Bilingual English/Mandarin

Life & annuity knowledge

Certifications (CLU, CFP, ChFC)

Sales growth

Team player

Strong communication

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.

Do good. Be good. Make good.

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

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. This position is eligible for a language differential in pay for approved bilingual skills.

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

• Bilingual (English/Mandarin) to effectively communicate with our partners
• 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, 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

$52,875 - $77,550 USD

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. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604