Regional Development Officer (Life, Annuity and Equity Services Distribution)

Summary

Come join one of America’s fastest growing insurance companies. For more than 175 years, National Life Group has aimed to keep its promises to provide families stability in good times and in bad. Throughout our 175 plus years, we have provided peace of mind to those families as they plan their futures. As a mission-driven business, our promises are as important as the products we sell.

We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing strategic relationships with National Life Group’s General Agencies. Your focus will be on finding new business relationships and collaborating with existing strategic partners to develop and implement growth-oriented business goals. In addition, you will prospect and develop business relationships to drive sales of life and annuity products while helping to grow and expand advisor sales though the broker dealer, Equity Services. You will form strong partnerships with agencies to ensure mutually beneficial relationships with an emphasis on customer service, business development, profitability, and retention. You will also have supervisory responsibilities related to registered persons affiliated with Equity Services.

This role requires a relationship builder with a sales focus, excellent communication and presentation skills, strong work ethic, a passion for life and annuity products, and a competitive drive to succeed.

Key Responsibilities

• Responsible for building new and growing existing relationships with agents and agencies to increase revenue from life, annuity sales and gross dealer concessions through Equity Services broker dealer.
• Actively consult and advise agencies to provide them with value-added strategies to increase their book of business and create effective marketing campaigns to achieve growth goals.
• Develop business plans in targeted markets to acquire, grow, and strengthen distribution relationships.
• Establish and manage strong working relationships with internal and external partners to provide enhanced customer service for all sales and service operations.
• Support agents, advisors and agency marketers in product selection, case design, and illustration fulfillment.
• Conduct training, both in person and virtual, on products, processes, business development and services offered by National Life Group as well as Equity Services.
• Onboard 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.
• Review and supervise business activities related to the broker dealer, Equity Services and act as a Registered Principal for General Agencies within your respective region.

Job Skills and Requirements

• 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®.
• Successful completion and retention of Series 7; Series 63; Series 65 (or Series 66) and Series 24 registrations.
• 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.

In addition to base salary, other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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