Sales Desk Manager — Life Insurance & Annuities

National Life Group; Addison (TX); On-site; USD 68,000 - 99,000; Full time

Benefits offered by this job

401(k) eligibility

Paid time off

Job summary

National Life Group in Addison, TX, seeks a Manager, Sales Desk to lead an Internal Sales team supporting life insurance and annuity sales. You will coach, prioritize development, and align desk activities with field needs on an onsite schedule—four days in the office each week with core days Monday–Thursday.

The role emphasizes performance management, collaboration across partners, and continual process improvements to drive distribution results and service quality.

Qualifications

• Bachelor's degree required.
• 5 years of sales, sales support, distribution, financial services, or related experience.
• Demonstrated ability to coach, develop, or influence others in a professional setting.
• Strong written and verbal communication skills.
• Ability to work in a fast-paced, changing environment.
• Up to 10% travel required.

Responsibilities

• Lead, coach, and develop Internal Sales Specialists supporting life insurance and annuity sales activity.
• Set clear performance expectations and provide ongoing feedback, coaching, training, and performance management.
• Build team capability through quality review, development planning, and continuous learning.
• Promote a market-connected, distribution-focused mindset that reflects field priorities, agency needs, and competitive dynamics.
• Partner with external sales teams, field leaders, agencies, and Distribution leadership to align Sales Desk activity with business goals.
• Gather and synthesize feedback from agents, agencies, field leaders, and sales partners to identify trends, barriers, and opportunities.
• Translate field and market insights into coaching priorities, team training, sales enablement, and process improvements.
• Collaborate across Distribution, Operations, Marketing, Product, Technology, and other partners to improve sales execution and the agent and agency experience.
• Foster a collaborative culture centered on accountability, service excellence, and results.
• Identify and develop future talent through succession planning, development planning, and career growth support.
• Use technology, CRM tools, reporting, and operating practices to improve team effectiveness and efficiency.
• Monitor performance metrics and team output to ensure goals and service standards are met.
• Travel as needed for training, field engagement, relationship building, and business meetings.

Skills

Sales leadership

Coaching

Communication skills

Team collaboration

Education

Bachelor's degree

Tools

Salesforce.com

Job description

National Life Group in Addison, TX, seeks a Manager, Sales Desk to lead an Internal Sales team supporting life insurance and annuity sales. You will coach, prioritize development, and align desk activities with field needs on an onsite schedule—four days in the office each week with core days Monday–Thursday.

The role emphasizes performance management, collaboration across partners, and continual process improvements to drive distribution results and service quality.