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

National Life Insurance Company

84d • Remote

About The Position

National Life Group, a rapidly growing insurance company founded in 1848, is seeking dynamic sales professionals for the role of External Wholesaler, Life and Annuity Distribution. This position focuses on growing and developing strategic relationships with distribution partners, prospecting for new business, and driving sales of life and annuity products. The role emphasizes collaboration with agencies to achieve mutually beneficial growth, with a strong focus on customer service, business development, profitability, and retention. Ideal candidates are relationship builders with a sales-oriented mindset, excellent communication and presentation skills, a strong work ethic, a passion for life and annuity products, and a competitive drive.

Requirements

• 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.
• 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.
• 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.

Nice To Haves

• Preferred candidates will have 5+ years’ experience with a focus on indexed products and living benefits.
• Preferred industry designations include CLU®, ChFC®, and CFP®.

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.

Benefits

• Benefits start day one and are flexible and customizable.
• 401(k) eligibility
• Various paid time off benefits, such as vacation, sick time, and parental leave.
• Discretionary annual incentive programs may be available.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed