External Wholesaler, Life and Annuity Distribution - West Coast Spanish Speaking
Remote, USAfull time
Remote
mid
H1B: no
Nationallifeinsurancecompany External Wholesaler builds and grows relationships with agents and agencies to increase life and annuity sales. The role involves consulting, business planning, training, and maintaining industry knowledge.
Responsibilities
Build new and grow existing relationships with agents and agencies to increase revenue from life and annuity sales
Consult and advise agencies with value-added strategies and marketing campaigns
Develop business plans in targeted markets
Establish and manage strong working relationships with internal and external partners
Support agents and agency marketers in product selection, case design, and illustration fulfillment
Conduct training on products, processes, business development, and services
Onboard new relationships with National Life Group
Maintain understanding of competitive landscape and industry trends
Qualification
History of success in a sales roleAI Proficiency ExpectationsAt National Life Group
Required
Bilingual (English and Spanish) to effectively communicate with our partners.
An entrepreneur with a history of demonstrating year over year growth with strategic partners in life and annuity products.
Minimum 3 years industry experience in life and/or annuity product distribution. Preferred candidates will have 5+ years’ experience with a focus on indexed products and living benefits.
Preferred industry designations include CLU®, ChFC®, and CFP®.
Exceptional relationship management skills, including the ability to get things done, breaking down barriers, and finding/executing solutions.
Excellent problem solving and communication skills (verbal and written).
Strong organization and self-management skills, including managing travel and business expenses.
Ability to travel more than 50% of your time, growing and developing new and existing agency relationships.
Team player who can work with other field leaders and internal support roles to collaboratively develop business relationships.
History of success in a sales role, overcoming objections with creative problem solving and optimism to provide the best solution for customers.
AI Proficiency Expectations
At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.