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National Life

Longstanding life insurer providing financial protection

Internal Sales Associate

Account ManagementUpdated on Nov 13
Full-timeMontpelier, VT, USA

About the Job

Requirements

  • Strong presentation and communication skills.
  • Ability to adapt to audience interests and use technical and interpersonal skills by phone and in person to build relationships and grow sales.
  • Interpersonal flexibility.
  • All applicants are expected to use approved AI tools appropriately, remain open to AI-enabled work practices, validate AI-generated content, maintain accountability for work quality and integrity, and comply with company policies on confidentiality, privacy, security, compliance, retention, and intellectual property.

Responsibilities

  • Provide sales support for an external wholesaler (Field Leader).
  • Promote life and annuity products through webinars and inbound and outbound calls.
  • Manage inbound calls.
  • Identify sales opportunities and cross-sell to agents using effective sales skills.
  • Manage and execute outbound call campaigns.
  • Present in small and large group settings.
  • Capture all activity and agent profile information in Salesforce.
  • Perform other duties as required.

Desired Qualifications

  • One to three years of financial services experience.
  • Three or more years of successful sales experience.
  • Broad knowledge of capital markets.
  • Previous experience with life or annuity illustration software.
  • Bachelor's degree.
  • Life and Health license.
  • CLU, ChFC, or CFP designation.

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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