Internal Wholesaler - Distribution

Role Summary

Position Start Date: June 2026
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 with those individuals and entities. It includes collaborating with field leaders to design and execute sales and marketing plans, working with agency principals and agents to educate on and recommend products, and independently growing and developing dormant agencies/agents.

Essential Duties and 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…)

Minimum Qualifications

• 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

Preferred Qualifications

• Understanding of compliance and regulatory standards for life and annuity products

Benefits

The benefits package includes a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.

Salary Pay Range

$52,875 - $77,550 USD

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National Life Group
1 National Life Dr
Montpelier, VT 05604