Key Accounts Associate, Affiliated Distribution

Essential Duties and Responsibilities

• Establish and manage strong working relationships with internal and external partners to provide enhanced customer service for all sales and service operations.
• Conduct training, both in person and virtual, on products, processes, and services offered by National Life Group
• Actively consult and advise agencies and agents to provide them with value-added strategies to increase their book of business and create effective campaigns to achieve growth goals.
• Partner with Regional Vice Presidents in the development of business plans to acquire, grow, and strengthen existing relationships
• Recommend solutions, create action plans, and resolve operational issues.
• Support agencies and agents with product selection, case design, and illustration fulfillment.
• Aid in product launches and training initiatives.
• Travel to agency and agent offices as needed for onboarding and training, and general Regional Vice President support.
• Organize Home Office visits when appropriate.
• Assist onboarding new relationships with National Life Group to quickly grow and develop business.
• Maintain an active understanding of the competitive landscape and current industry trends to create innovative solutions designed to meet customer needs

Minimum Qualifications

• Ability to travel more than 50% of your time, growing and developing agency relationships
• 2–5 years of life insurance industry experience.
• Understanding of life and annuity products and operations.
• Strong relationship management, communication, and customer service skills.
• Demonstrated analytical and problem-solving capabilities.
• Strong organizational skills with attention to follow-through.
• Ability to exercise sound judgment and work effectively under pressure.

Preferred Qualifications

• Prior experience in life and/or annuity product distribution with a focus on indexed products and living benefits
• Preferred industry designations include Series 7; Series 63; Series 65 (or Series 66) and Series 24 registrations.
• Additional industry designations include CLU®, ChFC®, and CFP®

AI Proficiency Expectations

• 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.

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!

Contact Information

National Life Group
1 National Life Dr
Montpelier, VT 05604