Key Accounts Associate at National Life Group - ScoutJobs - The AI-curated global job board
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Posted 16 hours ago

Key Accounts Associate

National Life GroupKey Accounts Associate, Affiliated Distribution

Requirements

2–5 years life insurance experience, Knowledge of life and annuity products, Ability to travel >50%, Strong relationship management skills

Skills

InsuranceFinanceAccount Management

About the role

Responsibilities

  • Act as a liaison and provide support for Life Insurance and Annuity sales activities
  • Partner with Regional Vice Presidents to grow and develop strategic relationships with Affiliated distribution partners
  • Provide product analysis, illustration, and case design to drive sales
  • Conduct in-person and virtual training on products, processes, and services
  • Consult and advise agencies and agents on value-added strategies and growth campaigns
  • Support agencies with product selection and illustration fulfillment
  • Travel to agency and agent offices for onboarding, training, and regional support
  • Maintain understanding of the competitive landscape and industry trends

Requirements

  • 2–5 years of life insurance industry experience
  • Understanding of life and annuity products and operations
  • Ability to travel more than 50% of the time
  • Strong relationship management, communication, and customer service skills
  • Demonstrated analytical and problem-solving capabilities
  • Strong organizational skills and ability to work under pressure

Preferred Qualifications

  • Experience in life and/or annuity product distribution with a focus on indexed products and living benefits
  • Industry designations: Series 7, Series 63, Series 65 (or 66), and Series 24
  • Additional designations: CLU®, ChFC®, or CFP®

About the Company

National Life Group is one of America’s fastest-growing insurance companies. Since 1848, they have provided families with stability through insurance and annuities, driven by their mission to do good, be good, and make good.

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Key Accounts Associate

National Life Group · Addison

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