National Account Director

OneAmerica Financial•,

1d•Remote

About The Position

The National Account Director (NAD) develops, grows, and strengthens strategic relationships with OneAmerica Financial’s key national distribution partners, including Independent Marketing Organizations (IMOs), direct relationships, broker-dealers, financial institutions, and other strategic accounts. As the primary relationship owner, the NAD serves as a trusted business partner who drives mutual growth, aligns organizational resources, and delivers a strong distribution experience. The role leads strategic account relationships and joint business planning, drives sales and revenue growth, manages the partner experience, coordinates cross-functional support, and provides market intelligence and strategic recommendations. The position is fully remote, with in-person office attendance in California, Indiana, or Maine as business needs dictate or for team collaboration. Associates may not work remotely from New York.

Requirements

Bachelor’s degree or equivalent experience.
Life and Health Insurance License.
CLTC (Certified in Long-Term Care) designation or willingness to obtain it.
At least 7 years of sales experience.
At least 7 years of financial services or insurance industry experience.
Demonstrated success meeting or exceeding production goals.
Experience building and managing business relationships across multiple stakeholders.

Nice To Haves

Advanced sales, relationship management, or financial planning designations.
Strategic Account Management training or certification.
Wholesaling experience.
National account management experience.
Executive-level relationship management experience.
Experience working with IMOs, broker-dealers, financial institutions, or large distribution organizations.
Strategic business planning experience.
Achievement of business planning objectives.

Responsibilities

Serve as primary relationship owner for designated national accounts and strategic distribution partners.
Develop and execute joint business plans aligned with partner growth objectives and OneAmerica goals.
Build executive-level relationships and establish OneAmerica as the carrier of choice.
Identify opportunities to expand market share, increase production, and improve strategic alignment.
Drive sales growth through strategic partner initiatives, marketing programs, and collaborative planning.
Coordinate Quarterly Business Reviews, annual business planning meetings, and partner strategy sessions.
Monitor production trends, pipeline opportunities, and market penetration metrics.
Create and execute action plans to meet or exceed revenue objectives.
Build trusted relationships with partner executive leadership, sales management, operations teams, and other stakeholders.
Proactively address partner issues, opportunities, and service needs.
Coordinate internal resources and advocate for partner success to deliver a strong partner experience.
Strengthen partner loyalty through consistent communication and value-added engagement.
Coordinate organizational resources to support strategic initiatives and account objectives.
Facilitate internal alignment around account priorities, opportunities, and challenges.
Gather and communicate competitive intelligence, industry trends, and partner feedback.
Identify emerging market opportunities and strategic risks.
Recommend business improvements and growth initiatives based on partner needs and market dynamics.
Support strategic account management initiatives and long-term distribution strategy.