Advanced Sales Associate

About the role

Join one of America’s fastest-growing insurance companies, National Life Group, which has been providing families with stability since 1848. Beyond insurance and annuities, we aim to make the world a better place through our charitable foundation, volunteer efforts, and sustainable practices.

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 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).

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. A plus if there is an understanding of NLG products and illustration software.
• Strong Excel and PowerPoint skills.
• Master, over time, 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

Flexible schedule accommodating travel requirements.