Internal Wholesaler - Distribution
Posted 21 days ago
nlv financialDallas (TX)
Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific ProductsInsurance Agencies and Brokerages
SENIORITY
Senior
About the role
Internal Wholesaler - DistributionIn 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.
Key responsibilities include:
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)
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
Understanding of compliance and regulatory standards for life and annuity products is preferred
Compensation:
This role offers base salary plus supplemental sales quarterly bonus pay. In addition to base salary, other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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