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National Life & Annuity Sales Manager Job

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National Life & Annuity Sales Manager
Job# 2751
Location:  Remote
Education Requirements:  Degree preferred.
Other Requirements:  Include:

  • 7 to 10 years life insurance regional sales field management in areas of life insurance and annuity.
  • Proven experience managing production and developing business.
  • Demonstrated success in agency relationship management.
  • Prefer in depth knowledge of Indexed Universal Life, Pre-tax Life Insurance and some Annuity (including Fixed, Indexed and Retirement Plans).
  • Able to run illustrations on life insurance and annuity products using illustration software.
  • Use website and agent portal to help manage agency business required.
  • Ability to use email and MS Word.
  • Ability to write up a business plan and report quarterly required.
  • Ability to manage travel expenses and reconcile company credit card.
  • Self-starter and self-directed.
  • Insurance certifications or licenses preferred (e.g. CLU, ChFC).
  • Excellent interpersonal skills.
  • Ability to communicate information, in an open-door manner.
  • Effective written and verbal communication skills.

Salary Range:  $60k to $75k Base + Incentive $80k to $100k
Description:  Highly rated A.M. Best Life and Annuity Insurance Group seeks an experienced Life and Annuity Regional Vice President to join them as a National Sales Manager.  Open due to retirement, this is an exceptional opportunity to join a very stable and established company.  This person will be responsible to achieve annual Individual Life and Annuity sales and/or profit goals through efficient management and satisfaction of customer needs within assigned territory.  Works within the Independent Marketing Group of our Client.  Job duties and responsibilities include:

  • Provide quality service to our Client’s internal and external customers in all assigned tasks, while upholding our Client’s values at all times.
  • Achievement of assigned sales goals by maximizing promotion and sales activity on our Client’s products.
  • Responsible for consultative sales and promotion of our Client’s products in assigned territory:
    • Develop and maintain territory coverage plan with Vice President National Accounts.
    • Routine coverage of key assigned accounts.
    • Proper presentation of key products as directed.
    • Communicate regularly with all members of assigned territory team.
  • Responsible for market development activities:
    • Focus on development and maintenance of key accounts.
    • Frequent market feedback on products, competition and market conditions to Vice President National Accounts.
    • Develop and maintain territory specific information relative to competitors and distributors in the market mix.
  • Generate ideas that contribute to territory, business unit, company mission and profitability.
  • Timely and accurate fulfillment of Sales Administration duties:
    • Expense Reporting within guidelines.
    • Sales Call Reporting.
    • Reporting on meetings, conferences, trade shows and/or workshops.

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