National Account Manager Independent Brokerage Life positions focus on delivering results in their domain. This page aggregates open National Account Manager Independent Brokerage Life roles and what employers typically expect.
Job Summary This position, while responsible for developing new and existing relationships and will provide equal level of pro-active, high-end support to the National Accounts VP and key Specialty Brokerage accounts. Understanding and mastering F&G processes, systems, and resources is very important to the role. The position produces meaningful and actionable sales reports using existing systems and resources. You will be expected to be a significant, highly personalized resource to many sales accounts. This is primarily for IMO marketing personnel, back-office staff, key IMO principles and agents. You are expected to master F&G products and have a high working knowledge of competitor’s products in order to compare and contrast features and benefits. Must have the willingness to attend conferences and meetings including some weekends and evenings. In performing the account management role, you will travel to existing relationships and foster new ones. In collaboration with your accounts and the National Account VP, you will develop and work toward an account sales plan. You will be expected to meet or exceed the plan. You will engage with three organizational levels in supporting and growing sales through IMOs: the principal level, the agent, and the back office/operations. The principal level requires gaining trust and commitment from owners and/or senior managers as well as developing marketing and sales plans that demonstrate active marketing of F&G life products. The agent level involves building working relationships by providing training and support on F&G life & annuity products. Working with the back office, you will facilitate operational needs with resources of F&G. You will need a broad knowledge of F&G’s life products, processes, and be able to work with home office staff to ensure a smooth process for our agents. This position will help direct the activities of home office sales support to achieve stated production goals and sales objectives. This position works very closely with other sales team members, marketing & operations. This position reports directly to the National Account VP, Specialty Brokerage Distribution Duties and Responsibilities Demonstrate thorough, in-depth knowledge of company products, practices and procedures. Conduct new account installations (how to do business with F&G) and provide marketing support to Specialty Brokerage internal and external marketers with tools such as webinars, conference calls, PowerPoint, etc. On an ongoing basis, profile and document IMO approach, strategies, personnel, production, etc. through Business Profiles. In person sales activities include: principal planning meetings, marketing meetings, training seminars, boot camps, agent conferences, back-office training meetings, joint phone calls or appointments. You must have a willingness to host webinars and attend conference and meetings on weekends and evenings. Develop expert knowledge and proficiency in company applications including commission systems, company VDI, Salesforce, illustration software, Apple applications. Manage relationship, sales and marketing expectations for Independent Marketing Organizations (IMOs) and other high potential agencies – known collectively as “Key Accounts”. Recruit Key Accounts that meet the stated company profile with the ability to generate sales volumes necessary to validate the MGA compensation and Power Partner bonus schedule. Manage Key Accounts to appropriate contract levels, including increasing and/or decreasing contract levels, and making recommendations the National Account VP on appropriate incentives necessary to build distribution. Maintain successful business relationships with Key Accounts through frequent communication and visitation. Develop and record on company networks business plans with Key Accounts. Encourage, support and participate in meetings and seminars that promote Fidelity & Guaranty Life. Develop knowledge of specific account requirements as t…