Advanced Sales Associate
About The Position
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. In this role, you will work with the Advanced Markets team to support independent and affiliated agents in their work with high income and high net worth individuals as well as business owner clients. You will help deliver advanced marketing strategies and sales ideas - including business succession, premium finance, executive benefits, qualified plans - to our distribution partners and help in case design and delivery.
Requirements
- Knowledge of key advanced market concepts and willing to learn others.
- Excellent people, presentation and communication skills.
- A demonstrated ability to help build out sales and marketing presentations and to synthesize complex topics in a compelling and visual manner.
- Collaborate with distribution leaders, field leaders, wholesalers and agency partners to promote our key advanced market strategies
- Understand life insurance and annuity products.
- Strong Excel and PowerPoint skills.
- Master, over time, various advanced markets case design software, including qualified plan systems.
- Minimum 3-5 years of experience in the financial services business
- Ability to successfully pass a background check that may include fingerprinting
Nice To Haves
- A plus if there is an understanding of NLG products and illustration software.
- Bachelor’s degree
- CLU, ChFC, CFP, MBA, CPA or other advanced industry recognized designation preferred
- Experience in the life insurance and annuity business
- Experience with Advanced Markets concepts
Responsibilities
- Demonstrated proficiency in case design, sales skills and cross-selling skills with agents.
- Understanding of how life insurance products work to complete the implementation of advanced markets concepts.
- Help identify advanced market planning concepts tied to the use of our life and annuity products and work with the team to assure smooth adoption of new and existing concepts.
- Understand and communicate complex advanced markets concepts in simple, easy to understand terms.
- Work with distribution leaders to pro-actively reach out to agents and sales organizations to conduct marketing and training programs.
- Conduct agent training sessions, via webinars, home office visits or in the field.
- Stay on top of new product and tax developments and help identify new sales opportunities.
- Travel 20% (when permitted).
Benefits
- Base Pay Range
- Additional Compensation and Benefits
- 401(k) eligibility
- various paid time off benefits, such as vacation, sick time, and parental leave
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
