External Wholesaler - Life and Annuity Distribution, West Coast Spanish Speaking

 

Please note that we do not offer visa sponsorship for this position.

The territory for this role is flexible within the United States.

 

Role Summary

We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing strategic relationships with National Life Group’s distribution partners. Your focus will be on finding new business relationships and collaborating with existing strategic partners to develop and implement growth-oriented business goals. In addition, you will prospect and develop business relationships to drive sales of life and annuity products. You will form strong partnerships with agencies to ensure mutually beneficial relationships with an emphasis on customer service, business development, profitability, and retention. This role requires a relationship builder with a sales focus, excellent communication and presentation skills, strong work ethic, a passion for life and annuity products, and a competitive drive to succeed. 

Essential Duties and Responsibilities

• Responsible for building new and growing existing relationships with agents and agencies to increase revenue from life and annuity sales.
• Actively consult and advise agencies to provide them with value-added strategies to increase their book of business and create effective marketing campaigns to achieve growth goals.
• Develop business plans in targeted markets to acquire, grow, and strengthen distribution relationships.
• Establish and manage strong working relationships with internal and external partners to provide enhanced customer service for all sales and service operations.
• Support agents and agency marketers in product selection, case design, and illustration fulfillment.
• Conduct training, both in person and virtual, on products, processes, business development and services offered by National Life Group.
• Onboard new relationships with National Life Group to quickly grow and develop business.
• Maintain an active understanding of the competitive landscape and current industry trends to create innovative solutions designed to meet customer needs.

Minimum Qualifications

• Bilingual (English and Spanish) to effectively communicate with our partners.  
• An entrepreneur with a history of demonstrating year over year growth with strategic partners in life and annuity products.
• Minimum 3 years industry experience in life and/or annuity product distribution. Preferred candidates will have 5+ years’ experience with a focus on indexed products and living benefits.
• Preferred industry designations include CLU®, ChFC®, and CFP®.
• Exceptional relationship management skills, including the ability to get things done, breaking down barriers, and finding/executing solutions.
• Excellent problem solving and communication skills (verbal and written).
• Strong organization and self-management skills, including managing travel and business expenses.
• Ability to travel more than 50% of your time, growing and developing new and existing agency relationships.
• Team player who can work with other field leaders and internal support roles to collaboratively develop business relationships.
• History of success in a sales role, overcoming objections with creative problem solving and optimism to provide the best solution for customers.

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!

Base Pay Range

Compensation for this role is earned primarily through commissions which are calculated as a percentage of life and annuity sales and pay guarantees may be offered for the first year of employment.

Additional Compensation and Benefits

The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.