Internal Wholesaler

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. 

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!