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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.