National Account Manager
New
J
JobgetherFinancial Services
Based in United StatesFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 6+ years
- Required Skills
- Microsoft OfficeRelationship managementCRM
Requirements
- 6+ years of experience in life insurance, annuity distribution, national account management, or financial institution relationship management.
- Strong understanding of life insurance and annuity products, distribution models, and partner economics.
- Proven track record in driving sales, revenue growth, retention, and shelf placement.
- Experience leading business reviews, firm governance, onboarding, and product launches.
- Demonstrated ability to coordinate cross-functional resources including Operations, Product, Marketing, Compliance, and Finance.
- Strong ability to operate autonomously while maintaining alignment with enterprise priorities.
- Exceptional communication, presentation, negotiation, and consultative selling skills.
- Experience influencing stakeholders and negotiating priorities within complex, matrixed organizations.
- Informal leadership experience, including mentoring and fostering accountability.
- Strong analytical skills with the ability to interpret sales results and operational metrics.
- Proficiency with Microsoft Outlook, Excel, PowerPoint, Word, Teams, CRM platforms, and business intelligence resources.
- Experience leveraging AI-enabled tools to enhance productivity and client engagement.
- Willingness and ability to travel as business needs require.
Responsibilities
- Develop and execute strategic account plans aligned with enterprise growth objectives and partner priorities.
- Serve as the primary relationship manager for financial institution, bank, and wirehouse partners.
- Lead business reviews, planning sessions, due diligence, and governance meetings with executive stakeholders.
- Drive revenue growth, retention, and shelf placement through proactive consultative relationship management.
- Coordinate internal teams including Sales, Marketing, Product, and Compliance to execute cohesive account strategies.
- Monitor market trends and competitive activity to translate insights into actionable growth recommendations.
- Resolve escalated customer and advisor issues while identifying process improvements.
- Provide informal leadership and mentorship to Relationship Managers and cross-functional colleagues.
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