Full-Time
External Wholesaler
Life and Annuity Distribution, Spanish Speaking
Posted on 8/18/2026
National Life
1,001-5,000 employees
Longstanding life insurer providing financial protection
No salary listed
No H1B Sponsorship
Remote in USA
Hybrid
Travel exceeds 50% of the time within the United States.
 Sales & Account Management (1) |
|---|
Get referred to National Life
See people who can refer or advise you
- Bilingual proficiency in English and Spanish is required to communicate effectively with partners.
- At least 3 years of industry experience in life and/or annuity product distribution is required.
- A history of demonstrating year-over-year growth with strategic partners in life and annuity products is required.
- The role requires relationship management, problem-solving, verbal and written communication, organization, and self-management skills.
- The role requires the ability to travel more than 50% of the time to grow and develop agency relationships.
- The role requires a history of success in a sales role, including overcoming objections and using creative problem-solving to provide customer solutions.
- Build new and grow existing relationships with agents and agencies to increase revenue from life and annuity sales.
- Consult with and advise agencies on value-added strategies to increase their book of business and create effective marketing campaigns for growth goals.
- Develop business plans in targeted markets to acquire, grow, and strengthen distribution relationships.
- Establish and manage working relationships with internal and external partners to enhance customer service across sales and service operations.
- Support agents and agency marketers with product selection, case design, and illustration fulfillment.
- Conduct in-person and virtual training on products, processes, business development, and offered services.
- Onboard new National Life Group relationships to quickly grow and develop business.
- Maintain an understanding of the competitive landscape and current industry trends to create solutions that meet customer needs.
- Leverage approved artificial intelligence tools where appropriate to improve work efficiency, quality, and impact.
- Review and validate artificial-intelligence-generated content and maintain accountability for the accuracy, quality, fairness, and integrity of work products.
- Use artificial intelligence responsibly in accordance with policies covering confidentiality, data privacy, security, compliance, retention, and intellectual property.
- At least 5 years of experience focused on indexed products and living benefits is preferred.
- Industry designations such as Chartered Life Underwriter, Chartered Financial Consultant, and Certified Financial Planner are preferred.
- Experience working collaboratively with field leaders and internal support roles to develop business relationships is preferred.
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
N/A
Total Funding
$15.8M
Headquarters
Montpelier, Vermont
Founded
1848
Get referred to National Life
See people who can refer or advise you
Simplify's Take
What believers are saying
- July 10, 2026 Ward's 50 recognition validates five-year safety and consistency.
- 2025 results showed $65.7 billion AUM and $703 million core earnings.
- Homethrive and Boston Children's partnerships deepen caregiver and educator benefits, boosting retention.
What critics are saying
- Prudential, Northwestern Mutual, and MassMutual outspend National Life on brand and distribution.
- ESI leadership changes since December 2025 risk advisor churn and slowing wealth-growth execution.
- A severe capital shock could force statutory strain across NLIC, LSW, and NLG Capital.
What makes National Life unique
- 1848 mutual insurer National Life Group still ranks top ten in LIMRA, 2025.
- Paperclip integration on July 29, 2026 expands streamlined informal-business intake across distribution.
- Flexible life, annuity, and brokerage platform spans NLIC, LSW, and Equity Services.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Paid Vacation
Paid Sick Leave
Parental Leave
Hybrid Work Options
Company News
Paperclip partners with National Life Group to expand secure data exchange and carrier network for Distribution. Jul 29, 2026, 12:57 ET The Partnership Strengthens the Distribution Channel and New Business Operations Across the Insurance Industry HACKENSACK, N.J., July 29, 2026 /PRNewswire-PRWeb/ - Paperclip, the leading secure data exchange platform for the insurance and financial services industry, announced today that National Life Group has joined its growing carrier network. The partnership enables distribution partners across the Paperclip ecosystem to seamlessly send Informal business to National Life Group, marking a significant step forward in modernizing the insurance industry's New Business process. "Welcoming National Life Group to the Paperclip carrier network is a win for the entire insurance community," said Ron Alexander, CEO of Paperclip. "Our partners can now connect with National Life Group directly through our platform, with the audit trail and security that modern insurance operations demand." Expanding Reach for Distribution Partners With National Life Group now part of the Paperclip carrier network, distribution partners gain direct access to submit Informal business to the carrier through a single, integrated platform. This eliminates friction in the submission process and gives distributors a consistent, reliable pathway to a broader range of carrier partners, all within a framework built with security and interoperability at its core. Automating Intake for National Life Group For National Life Group, joining the Paperclip network opens the door to a broader distribution landscape and delivers business directly into existing workflows through an automated channel. The integration reduces manual touchpoints, accelerates intake, and positions National Life Group to receive new business more efficiently at scale. "Joining the Paperclip network allows us to tap into a broad distribution ecosystem and receive business through a streamlined, automated process that fits directly into our workflows," said Kristin Cook, Chief Underwriting Officer at National Life Group. "We look forward to the new opportunities this partnership brings." Strengthening the Backbone of the Insurance Industry The addition of National Life Group as a carrier partner reflects Paperclip's continued momentum in building the most connected ecosystem in insurance. Paperclip's platform connects 50+ carriers, 150+ distributors and 20+ service providers as part of an extensively integrated network, enhancing operations and improving the New Business process industry-wide. As the secure pulse of the insurance ecosystem, Paperclip's growing network of carriers, distributors, and integration partners continues to set the standard for how data is moved, tracked, and processed in a modern, secure and AI-ready environment. About Paperclip Paperclip is a leader in secure data exchange, pushing the boundaries to ensure AI readiness and data sovereignty. From intelligent data processing to end-to-end encrypted communications, its solutions are engineered to meet the highest standards of security, compliance, and performance to give industry leaders the confidence to grow rapidly without compromise. Paperclip recently marked 35 years of serving the insurance and finance markets as a trusted provider of innovative software that streamlines the data lifecycle. Paperclip is trusted by more than 1,500 clients, including nine of the top ten U.S. life insurers. The company annually processes over 70 million data and document exchanges, providing the unmatched scalability and security required by the world's most highly regulated industries. About National Life Group National Life Group has been keeping promises since 1848, providing access to flexible, secure life insurance and annuities for families, businesses, educators, and first responders nationwide. With an independent, entrepreneurial spirit, its values are to "Do good, Be good, Make good" for its customers, agents, employees, and the communities Medzilla serve. Learn more at NationalLife.com. Media Contact Megan Brandow, Director of Marketing and Communications, Paperclip, 1 585-727-0983, [email protected], www.paperclip.com SOURCE Paperclip
National Life Group named to 2026 Ward's 50 Top Performing life and health Insurance Companies. National Life Group was recognized for safety, consistency, and performance over a five-year period, marking its sixth consecutive year on the Ward's 50. MONTPELIER, Vt. (July 10, 2026) - National Life GroupOpens in new Tab has been named to the 2026 Ward's 50Opens in new Tab Top Performing Insurance Companies, an annual list of the country's 50 top performing life and health insurance companies. According to Ward's, National Life Group was selected out of nearly 700 life and health insurance organizations based on its outstanding financial results in the areas of safety, consistency, and performance over a five-year period (2021-2025). 2026 marks the sixth consecutive year in which National Life has been named as an industry leader for its extraordinary financial performance. In the 36 years the list has been produced, National Life has appeared on it 18 times. "Our continued inclusion in the Ward's 50 is a testament to how we stay true to our mission, serving the needs of Middle America and reaching business owners and families across middle and affluent markets," said Mehran Assadi, Chair, CEO, and President of National Life Group. This year's selection considered the current landscape of "volatile investment returns, rising loss costs, and competitive market conditions [which] continue to impact financial returns for the industry." "In selecting the Ward's 50, we identify companies that pass financial stability requirements and measure their ability to grow while maintaining strong capital positions and underwriting results," according to the Ward's 50 announcement. About National Life Group. National Life Group has been keeping promises since 1848, providing access to flexible, secure life insurance and annuities for families, businesses, educators, and first responders nationwide. With an independent, entrepreneurial spirit, its values are to "Do good, Be good, Make good" for its customers, agents, employees, and the communities National Life Group serve. Learn more at NationalLife.comOpens in new Tab. National Life Group(R) is a trade name of National Life Insurance Company (NLIC), Montpelier, VT founded in 1848, Life Insurance Company of the Southwest (LSW), Addison, TX chartered in 1955, and its affiliates. Each company is solely responsible for its own financial condition and contractual obligations. LSW is not an authorized insurer in New York and does not conduct insurance business in New York. NLIC, the flagship of National Life Group was founded in 1848, and all references to 1848 are attributable to NLIC. Products are issued by National Life Insurance Company and Life Insurance Company of the Southwest. National Life Insurance Company - Life Insurance Company of the Southwest Administrative Office: One National Life Drive - Montpelier, Vermont 05604 - NationalLife.comOpens in new Tab
National Life Group has appointed Brenda Betts to its Board of Directors. Betts recently retired from Ernst & Young LLP, where she served as an audit partner for over 35 years, specialising in financial services and insurance sectors including life, health, property and casualty. She is qualified to serve as a financial expert under SEC, NYSE, NASDAQ and NAIC rules. Betts previously served on the boards of the San Antonio Museum of Art and the National Charity League Heart of Texas Chapter. She holds an MBA in Finance and a BA in Accounting from the University of Kentucky, and is an alumnus of Harvard Business School's EY Journey to the Boardroom Programme. National Life Group, founded in 1848, provides life insurance and annuities across the United States.
National Life Group names Brenda Betts to its Board of Directors. Brenda Betts, Member of the Board of Directors at National Life Group MONTPELIER, Vt.-(BUSINESS WIRE)-National Life Group announced at its annual meeting today that Brenda Betts has been elected to serve as a member of its Board of Directors. National Life Group announced that Brenda Betts has been elected to serve as a member of its Board of Directors. Share Prior to her recent retirement from Ernst & Young LLP, Betts was an audit partner with over 35 years of experience serving public and private financial services companies, specializing in all lines of insurance including life/health, property/casualty, and commercial, along with wealth and asset management. Additionally, she is qualified to serve as a financial expert under SEC, NYSE, NASDAQ and NAIC rules. "Brenda is well suited to serve on National Life Group's board," said Chair, CEO, and President, Mehran Assadi. "Not only does she bring a wealth of industry knowledge and financial expertise, she also is a servant leader who does good in her community. We look forward to having her join our esteemed board of directors." Previously, Betts served as a board member for the San Antonio Museum of Art and the National Charity League Heart of Texas Chapter. She was also actively involved in EY's leadership, people, diversity, and inclusive initiatives including recently serving as a senior partner to EY's younger female executives working in the insurance industry. "I am honored to join National Life Group's Board and look forward to working with its distinguished Board members and leadership team, said Betts. "I am committed to supporting the organization's mission and culture, both of which align closely with my own core values." Betts received a MBA in Finance and a BA in Accounting from the University of Kentucky. She also is an alumnus of the Harvard Business School - EY Journey to the Boardroom Program and the Kellogg School of Management Executive Program. About National Life Group National Life Group has been keeping promises since 1848, providing access to flexible, secure life insurance and annuities for families, businesses, educators, and first responders nationwide. With an independent, entrepreneurial spirit, our values are to "Do good, Be good, Make good" for our customers, agents, employees, and the communities we serve. Learn more at NationalLife.com. National Life Group(R) is a trade name of National Life Insurance Company (NLIC), Montpelier, VT founded in 1848, Life Insurance Company of the Southwest (LSW), Addison, TX chartered in 1955, and its affiliates. Each company is solely responsible for its own financial condition and contractual obligations. LSW is not an authorized insurer in New York and does not conduct insurance business in New York. NLIC, the flagship of National Life Group was founded in 1848, and all references to 1848 are attributable to NLIC. Products are issued by National Life Insurance Company and Life Insurance Company of the Southwest. Contacts. Beth Rusnock, corporate communications, National Life Group, 802-522-4067. More News From National Life Group MONTPELIER, Vt.-( BUSINESS WIRE )-National Life Group recently named Jason Doiron Chief Executive Officer of its investment affiliate, NLG Capital, as the organization continues to focus on strategic growth. Doiron is also Executive Vice President and Chief Investment Officer of National Life Group. As CEO of NLG Capital, Doiron will be responsible for supporting the ongoing growth of the overall organization. As CIO, he sets the investment strategy and asset allocations for National Life Group... MONTPELIER, Vt.-( BUSINESS WIRE )-National Life Group recently announced the appointment of Matt Frazee as Chief Financial Officer of the organization. Frazee joined National Life Group in 2011 as Vice President and Controller. He moved into the Operations organization in 2016 and was promoted to Senior Vice President in 2017. In 2018, he joined the Distribution organization and was most recently named Executive Vice President and Chief Marketing Officer in January 2024. Throughout his tenure,... MONTPELIER, Vt.-( BUSINESS WIRE )-National Life Group released its 2025 Annual Report, which highlights the company's bigger, better, bolder approach to solid, steady and sustainable growth. It also released its popular Business Highlights which is a snapshot of the good the company did in 2025. "These results reflect the hard work and innovation of our people and position National Life Group among the top ten life insurance companies as ranked by LIMRA," Chair, CEO and President Mehran Assadi...
National Life Group has released its 2025 annual report, highlighting $65.7 billion in assets under management and positioning itself among the top ten US life insurance companies as ranked by LIMRA. The company reported $634 million in life insurance sales, $229 million in flexible annuity sales, and $3 billion in single premium deferred annuities. Core earnings reached $703 million. Founded in 1848 and headquartered in Montpelier, Vermont, National Life Group received recognition including the 2025 Wall Street Journal Best Whole Life Companies award and Ward's 50. The company also donated 6.2 million meals through its Do Good Fest concert series and foundation. Chair, CEO and President Mehran Assadi attributed the results to employee innovation whilst emphasising the importance of relationships with agents and associates.