National Account Manager

1001

$125K — $300K *
US-AnywhereRemote in Zionsville, IN
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or equivalent experience required
  • Detail oriented with strong organization and prioritization skills
  • Strong working knowledge of Annuity Products
  • Excellent communication skills, both oral and written
  • Positive attitude and ability to view issues from multiple perspectives
  • Background in Operations/Financial Services preferred
  • Must obtain Series 6 and 63 within six months of start date

Responsibilities

  • Provide support to existing IMOs at various levels
  • Establish and maintain strong relationships with internal teams
  • Manage escalations and follow-up activities with IMOs and agents
  • Conduct visits to assigned IMOs as needed
  • Maintain knowledge of the annuity market, focusing on fixed and fixed indexed annuities
  • Collaborate on new strategic initiatives including products and features
  • Partner with Distribution to enhance support and streamline processes

Benefits

  • Access to comprehensive health, dental, and vision insurance
  • Eligibility for Basic and Supplemental Life Insurance
  • Short and Long-Term Disability coverage
  • Immediate access to Employee Assistance Program and wellness programs
  • Participation in 401K plan with company matching contributions
Full Job Description


Why this role matters...

The IMO (Independent Marketing Organization) National Accounts team is responsible for the support of initiatives to increase the sales of new business, grow assets under management and to improve customer loyalty. Support will include initiatives to onboard new distributors, facilitate the new business process, provide appropriate marketing and operational materials, and to educate our partners on our various products and services.

The National Account Manager will use their knowledge of our New Business and Service processes, the annuity marketplace, and our product features to aid and educate IMO marketers and agents to create an ease of doing business with Delaware Life Insurance Company (DLIC).

This individual will work closely with Internal Sales Account Specialists, Delaware Life Marketing, and Operations to ensure that our intermediary customers' needs are met.

How you'll contribute...
  • Provide support of existing IMO's - at the leadership, marketer, back office and top agent level
  • Establish and maintain strong working relationships with internal DLM constituencies.
  • Manage escalations and follow-up activity with IMO's and their agents.
  • Visit assigned IMO's as needed. Maintain strong and current knowledge of the annuity market, with specific focus on the fixed and fixed indexed annuities.
  • Partner with product and distribution on new strategic initiatives, such as new products, features and services in support of the company strategy.
  • Partner with Distribution on new initiatives to expand distribution support and create an ease of doing business.
  • Extensive Travel required.


What we are looking for...
  • Bachelor's Degree or equivalent experience required.
  • Strong commitment to customer service and quality required.
  • Candidate must be detail orientated with strong organization, presentation and prioritization skills.
  • Strong working knowledge of Annuity Products
  • Excellent communication skills both oral and written
  • Positive, can-do attitude and ability to see issues from multiple perspectives
  • Background in Operations/Financial Services experience preferred
  • Strong presentation and interpersonal skills required
  • BA/BS degree or 3+ years of equivalent experience required
  • Series 6 and 63 preferred (must be obtained within six months of start date)


Compensation:

Our compensation reflects the cost of labor across several U.S. geographic markets. The total compensation for this position ranges from $125,000/year in our lowest geographic market up to $300,000/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience.

Benefits Highlights:

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.

#LI-LG1 #LI-REMOTE

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