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National Life

Longstanding life insurer providing financial protection

Manager – Sales Desk

Sales OperationsConfirmed live in the last 24 hours
Full-timeAddison, TX, USA

About the Job

Requirements

  • A bachelor's degree is required.
  • At least five years of experience in sales, sales support, distribution, financial services, or a related area is required.
  • Demonstrated ability to coach, develop, or influence others in a professional setting is required.
  • Strong written and verbal communication skills are required.
  • Ability to work in a fast-paced, changing environment is required.
  • Availability for up to 10% travel is required.
  • Applicants are expected to use approved AI tools where appropriate to improve work efficiency, quality, and impact.
  • Applicants are expected to remain open to AI-enabled ways of working.
  • Applicants must review and validate AI-generated content using sound judgment.
  • Applicants must maintain accountability for work-product accuracy, quality, fairness, and integrity in accordance with the company's AI guiding principles.
  • Applicants must use AI responsibly and comply with company policies on confidentiality, data privacy, security, compliance, retention, and intellectual property.

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.
  • Perform other duties as assigned.

Desired Qualifications

  • At least two years of people leadership or team leadership experience is preferred.
  • Experience leading a sales desk, internal sales team, distribution team, or relationship management function is preferred.
  • Knowledge of life insurance, annuity products, financial services distribution, or independent agency models is preferred.
  • Experience with CRM tools, including Salesforce.com, is preferred.
  • Demonstrated ability to use field feedback, business insights, and performance data to improve sales execution and partner experience is preferred.
  • Strong ability to build relationships across field sales, internal partners, and leadership teams is preferred.
  • Experience developing high-performing teams through coaching, training, accountability, and development planning is preferred.

About the Company

National Life

Longstanding life insurer providing financial protection

National Life provides life insurance and related financial services through its group of affiliated companies. Its offerings include life insurance for individuals and groups, plus investment and retirement products provided by its broker-dealer and registered investment adviser affiliates. The policy structure typically includes death benefits and potential cash value growth, funded by regular premiums over time. The company relies on a long-standing history (since 1848) and a network of affiliated entities to serve clients with financial protection and planning solutions. National Life positions itself on steady, values-driven service with a focus on providing financial peace of mind in times of need. Its goal is to help people secure their families’ futures and support financial stability through responsible, transparent coverage and guidance.

Company size
1,001-5,000
Company stage
Not listed
Total funding
$15.8M
Headquarters
Montpelier, VT
Founded
1848

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