National Account Manager

📋 Description

• Develop and execute strategic account plans aligned with enterprise growth objectives, partner
• Serve as the primary relationship manager and strategic liaison for financial institution, bank
• Partner with life insurance and annuity leadership to establish priorities, develop execution
• Lead business reviews, planning sessions, due diligence discussions, governance meetings, and other
• Drive revenue growth, retention, account expansion, shelf placement, and distribution opportunities
• Monitor competitor activity, market trends, product positioning, pricing dynamics, and partner

🎯 Requirements

• 6+ years of experience in life insurance, annuity distribution, national account management
• Strong understanding of life insurance and annuity products, distribution models, partner
• Proven ability to drive sales and revenue growth, retention, shelf placement, partner advocacy
• Experience leading business reviews, firm governance, sales planning, onboarding, product launches
• Ability to translate partner needs, market intelligence, and business information into actionable
• Strong analytical and problem-solving skills; proficient with data to interpret sales results and

🎁 Benefits

• Comprehensive medical, dental, and vision insurance.
• Mental health benefits and an employee assistance program.
• Paid time off and other paid time-away benefits.
• Paid parental leave.
• Short-term disability coverage.
• Cultural observance day.