National Account Director

OneAmerica Financial; United States; Remote; USD 122,000 - 149,000; Full time

Benefits offered by this job

Medical & prescription insurance

Dental insurance

Vision insurance

Health Savings Account

Flexible Spending Accounts

Paid Time Off

Parental leave

401(k) Plan with company match

Pension Plan

Life & disability insurance

Wellness Program

Employee assistance program

Clinic access (Indy, Charlotte, Cinci)

Job summary

OneAmerica Financial is seeking a National Account Director to lead strategic relationships with major national distribution partners, including IMOs and broker-dealers. The role focuses on joint business planning, executive engagement, and driving growth through partner programs.

The NAD acts as a trusted partner, aligning resources across organizations to deliver a best-in-class distribution experience and achieve revenue objectives.

Qualifications

• Bachelor's Degree or equivalent experience required.
• Life & Health Insurance License required.
• CLTC designation or willingness to obtain preferred.
• 7+ years of sales experience.
• 7+ years in financial services or insurance industry experience.
• Demonstrated success meeting or exceeding production goals.
• Experience building and managing relationships across multiple stakeholders.

Responsibilities

• Strategic Account Leadership: primary relationship owner for designated national accounts and strategic partners.
• Business Planning & Revenue Growth: drive sales growth through partner initiatives and collaborative planning.
• Relationship Management & Partner Experience: build trusted partnerships with executive leadership and stakeholders.
• Cross-Functional Leadership: coordinate resources to support strategic initiatives and priorities.
• Market Intelligence & Strategic Insight: gather competitive intelligence and identify market opportunities.

Education

Bachelor's Degree or equivalent experience

Life & Health Insurance License

CLTC (Certified in Long-Term Care) designation or willingness to obtain

7+ years of sales experience

7+ years of financial services or insurance industry experience

Demonstrated success meeting or exceeding production goals

Experience building and managing business relationships across multiple stakeholders

Job description

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!

Job Summary

The National Account Director (NAD) is responsible for developing, growing, and strengthening strategic relationships with OneAmerica Financial's most important national distribution partners, including Independent Marketing Organizations (IMOs), key direct relationships, broker-dealers, financial institutions, and other strategic accounts. The NAD serves as the primary relationship owner, moving beyond transactional interactions to become a trusted business partner who drives mutual growth, aligns organizational resources, and delivers a best-in-class distribution experience.

Primary Responsibilities Include, But Not Limited

Strategic Account Leadership (35%)

• Serve as the primary relationship owner for designated national accounts and strategic distribution partners.
• Develop and execute joint business plans aligned with partner growth objectives and OneAmerica goals.
• Build executive-level relationships and establish OneAmerica as the carrier of choice.
• Identify opportunities to expand market share, increase production, and enhance strategic alignment.

Business Planning & Revenue Growth (25%)

• Drive sales growth through strategic partner initiatives, marketing programs, and collaborative planning.
• Coordinate and facilitate Quarterly Business Reviews (QBRs), annual business planning meetings, and partner strategy sessions.
• Monitor production trends, pipeline opportunities, and market penetration metrics.
• Create and execute action plans to meet or exceed revenue objectives.

Relationship Management & Partner Experience (20%)

• Build trusted partnerships with executive leadership, sales management, operations teams, and key stakeholders within partner organizations.
• Ensure partner issues, opportunities, and service needs are proactively addressed.
• Deliver a best-in-class experience by coordinating internal resources and advocating for partner success.
• Strengthen partner loyalty through consistent communication and value-added engagement.

Cross-Functional Leadership (10%)

• Coordinate organizational resources to support strategic initiatives and achieve account objectives.
• Facilitate internal alignment around account priorities, opportunities, and challenges.

Market Intelligence & Strategic Insight (10%)

• Gather and communicate competitive intelligence, industry trends, and partner feedback.
• Identify emerging market opportunities and strategic risks.
• Recommend business improvements and growth initiatives based on partner needs and marketplace dynamics.
• Support strategic account management initiatives and long-term distribution strategy.

Required Experience And Education

• Bachelor's Degree or equivalent experience
• Life & Health Insurance License
• CLTC (Certified in Long-Term Care) designation or willingness to obtain
• 7+ years of sales experience
• 7+ years of financial services or insurance industry experience
• Demonstrated success meeting or exceeding production goals
• Experience building and managing business relationships across multiple stakeholders

Recommended Experience and Education

• Advanced sales, relationship management, or financial planning designations
• Strategic Account Management training or certification
• Wholesaling experience
• National account management experience
• Executive-level relationship management
• Experience working with IMOs, broker-dealers, financial institutions, or large distribution organizations
• Strategic business planning experience
• Achievement of business planning objectives

Salary Band: S06

This selected candidate will be expected to work fully remote. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.

Consistent with applicable pay transparency laws, we disclose the compensation range for this position: $135,000.00 base annually with a $165,000.00 ICP for a total target compensation of $300,000.00

Benefits

• Medical & prescription, dental, vision insurance
• Health Savings Account & Flexible Spending Accounts
• Paid Time Off
• 10 weeks 100% paid parental leave (after completing 12 months of employment)
• 401(k) Plan with company match
• Pension Plan
• Company paid life & disability insurance
• Wellness Program & Company paid employee assistance program
• Clinic access subject to location* (*Indianapolis, Charlotte, Cincinnati)

If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.

Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

Disclaimer: American United Life Insurance Company ("OneAmerica Financial") is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law.

For All Positions

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.