Internal Wholesaler

National Life Insurance•Addison, TX

3d•Hybrid

About The Position

Join one of America’s fastest-growing insurance companies, National Life Group, founded in 1848. We aim to keep our promises, providing families with stability and peace of mind as they plan their futures. Our mission extends beyond insurance and annuities; we strive to make the world a better place through our charitable foundation, paid volunteer time, sustainable workplaces, and events promoting nonprofits. We foster a collaborative environment with opportunities for growth, encouraging associates to live our values: Do good. Be good. Make good. This role involves developing and growing business relationships with agencies and agents by acting as a subject matter expert on our products and processes and as a liaison. You will collaborate with field leaders to design and execute sales and marketing plans, and work with agency principals and agents to educate on and recommend products. A key responsibility is independently growing and developing dormant agencies/agents. This position is located in either our Addison, TX or Montpelier, VT offices and utilizes virtual meeting tools. Periodic travel to agencies and conferences may be required. The role currently operates on an onsite schedule, requiring four days per week in the office during onsite core days (Monday-Thursday), though this is subject to change.

Requirements

1-3 years industry experience in life and annuity products
Industry certifications, such as CLU, CFP or ChFC
Ability to drive growth and increase presence and market share for assigned accounts
Team player and self-starter with the ability to work independently and prioritize work in a fast-paced sales environment
Excellent verbal and written communications skills
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

Understanding of compliance and regulatory standards for life and annuity products

Responsibilities

Grow and manage a consistent and continuous new business pipeline through building relationships, developing expertise, using prospecting tools and educating agencies and agents on NLG products and processes
Establish, manage, and grow strong relationships with existing strategic accounts with large growth potential
Provide product analysis, illustration, and case design, acting as a subject matter expert for business stakeholders
Independently grow and develop dormant agencies/agents
Recommend new products and features to agents and agencies, using knowledge of each account and its needs, markets, and goals
Develop and collaborate on account specific strategies and marketing plans to deliver growth
Onboard and educate new agents regarding NLG products and processes
Ensure ongoing communication about policy/agent activity with internal groups (new business, underwriting, contracting, etc…)