External Wholesaler, Life and Annuity Distribution - Mandarin Speaking

Summary

National Life Group is one of America’s fastest-growing insurance companies, aiming to provide stability and peace of mind to families since 1848. The role involves growing and developing strategic relationships with distribution partners to drive sales of life and annuity products, focusing on customer service and business development.

Responsibilities

• Responsible for building new and growing existing relationships with agents and agencies to increase revenue from life and annuity sales
• Actively consult and advise agencies to provide them with value-added strategies to increase their book of business and create effective marketing campaigns to achieve growth goals
• Develop business plans in targeted markets to acquire, grow, and strengthen distribution relationships
• Establish and manage strong working relationships with internal and external partners to provide enhanced customer service for all sales and service operations
• Support agents and agency marketers in product selection, case design, and illustration fulfillment
• Conduct training, both in person and virtual, on products, processes, business development and services offered by National Life Group
• Onboard new relationships with National Life Group to quickly grow and develop business
• Maintain an active understanding of the competitive landscape and current industry trends to create innovative solutions designed to meet customer needs

Skills

• Bilingual (English and Mandarin) to effectively communicate with our partners
• An entrepreneur with a history of demonstrating year over year growth with strategic partners in life and annuity products
• Minimum 3 years industry experience in life and/or annuity product distribution
• Exceptional relationship management skills, including the ability to get things done, breaking down barriers, and finding/executing solutions
• Excellent problem solving and communication skills (verbal and written)
• Strong organization and self-management skills, including managing travel and business expenses
• Ability to travel more than 50% of your time, growing and developing new and existing agency relationships
• Team player who can work with other field leaders and internal support roles to collaboratively develop business relationships
• History of success in a sales role, overcoming objections with creative problem solving and optimism to provide the best solution for customers
• Preferred candidates will have 5+ years' experience with a focus on indexed products and living benefits
• Preferred industry designations include CLU®, ChFC®, and CFP®

Qualifications

Must Haves

• Bilingual (English and Mandarin) to effectively communicate with our partners
• An entrepreneur with a history of demonstrating year over year growth with strategic partners in life and annuity products
• Minimum 3 years industry experience in life and/or annuity product distribution
• Exceptional relationship management skills, including the ability to get things done, breaking down barriers, and finding/executing solutions
• Excellent problem solving and communication skills (verbal and written)
• Strong organization and self-management skills, including managing travel and business expenses
• Ability to travel more than 50% of your time, growing and developing new and existing agency relationships
• Team player who can work with other field leaders and internal support roles to collaboratively develop business relationships
• History of success in a sales role, overcoming objections with creative problem solving and optimism to provide the best solution for customers

Nice to Haves

• Preferred candidates will have 5+ years' experience with a focus on indexed products and living benefits
• Preferred industry designations include CLU®, ChFC®, and CFP®

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs.
• A full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered.
• May also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs.