National Account Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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Protective Life

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1908

💸 Finance

🛡️ Insurance

Finance • Insurance

Protective Life is a financial services company specializing in providing affordable life insurance and annuities. The company offers a variety of insurance products such as term life, whole life, and universal life policies, as well as fixed, immediate, indexed, and variable annuities. Protective Life assists individuals in planning for their future, including retirement, estate planning, and financial protection for families. The company emphasizes its commitment to sustainability, community involvement, and helping customers achieve protection and security throughout various life stages. Protective Life is known for its strong financial foundation and is licensed to operate in all states except New York.

📋 Description

• Develop and execute strategic account plans aligned with enterprise growth objectives and assigned firm goals • Serve as the primary relationship manager and strategic liaison for financial institution, bank, and wirehouse relationships • Build trusted relationships with executive decision makers and key stakeholders • Define priorities and execution plans with Annuities and Life Insurance leadership • Lead business reviews, planning meetings, due diligence discussions, and partner engagements • Drive revenue growth, retention, and account expansion through business development and product positioning • Monitor competitor trends, market strategy, product positioning, pricing dynamics, and shelf opportunities • Coordinate Sales, Marketing, Product, Operations, Finance, Legal, and Compliance resources • Communicate strategic changes, product enhancements, firm updates, meetings, and regional priorities • Advocate for partner needs, resolve issues, improve processes, and execute priorities • Maintain partner satisfaction through proactive relationship management and timely issue resolution • Resolve escalated customer or advisor issues and identify process improvements • Manage sponsored meeting budgets and support partner due diligence and reporting • Ensure account activities, agreements, and communications comply with company policies and regulatory expectations • Provide leadership, mentorship, and strategic guidance to colleagues and cross-functional partners

🎯 Requirements

• 6+ years of experience in life insurance, annuity distribution, national account management, strategic accounts, wirehouse or financial institution relationship management • Strong understanding of life insurance and annuity products, distribution models, and partner economics • Proven experience driving sales and revenue growth, shelf placement, partner advocacy, relationship health, and firm-level business plans • Experience leading firm governance, business reviews, sales planning, onboarding, product launches, and distribution expansion initiatives • Ability to coordinate internal resources across Operations, Product, Marketing, Compliance, Technology, and Sales • Ability to operate autonomously while aligning priorities with leadership and enterprise objectives • Exceptional communication, presentation, negotiation, relationship management, and consultative selling skills • Ability to translate partner needs into actionable growth strategies • Informal leadership experience mentoring Relationship Managers and fostering accountability across cross-functional teams • Willingness and ability to travel as business needs require • Proficiency with Microsoft Outlook, Excel, PowerPoint, Word, Teams, and related productivity tools • Experience using CRM platforms, sales analytics tools, business intelligence dashboards, and executive reporting resources • Ability to analyze sales results, partner engagement trends, operational metrics, and competitive intelligence • Experience leveraging AI-enabled tools for productivity, decision making, client engagement, and business communication

🏖️ Benefits

• Comprehensive health, dental and vision insurance • Mental health benefits • Employee assistance program • Paid time off • Paid parental leave • Short-term disability • Cultural observance day • Contributions to healthcare accounts • Pension plan • 401(k) plan with Company matching • ProHealth Rewards platform with cash rewards