Advanced Sales Associate

About the role

Join one of America’s fastest-growing insurance companies, National Life Group, which has been providing peace of mind to families since 1848. Beyond insurance, we support the community through grants, volunteer time, and sustainability initiatives.

Responsibilities

• Demonstrated proficiency in case design, sales skills, and cross-selling skills with agents.
• Help identify advanced market planning concepts tied to the use of our life and annuity products.
• Understand and communicate complex advanced markets concepts in simple, easy-to-understand terms.
• Work with distribution leaders to proactively reach out to agents and sales organizations to conduct marketing and training programs.
• Stay on top of new product and tax developments and help identify new sales opportunities.
• Travel 20% (when permitted).

Requirements

• Knowledge of key advanced market concepts and willingness 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. A plus if there is an understanding of NLG products and illustration software.
• Strong Excel and PowerPoint skills.
• Master various advanced markets case design software, including qualified plan systems.

Preferred Credentials

• 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
• Minimum 3-5 years of experience in the financial services business
• Ability to successfully pass a background check that may include fingerprinting

Benefits

Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!

Pay

Base Pay Range: $88,125 - $129,250 USD

Schedule

At National Life Group, we foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.