National Accounts Manager - IMO Brokerage Annuity Sales

2 days ago

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F&G

WebsiteLinkedInAll Job Openings

Life Insurance • Annuities • Retirement Planning • Wealth Transfer

501 - 1000 employees

Founded 1959

💸 Finance

🏢 Enterprise

Description

• Activity through Fidelity and Guaranty’s (F&G) Annuity distribution channels, primarily independent sales channel of MGA’s, BGA’s and Independent Marketing Organizations (IMO) • Develop and provide equal level of pro-active, high-end support to the National Account VP and key accounts • Understand and master F&G’s processes, systems, and resources • Produce meaningful and actionable sales reports using existing systems and resources • Be a significant, highly personalized resource to many sales accounts • Identify which Power Partners have experience working with small to mid-size broker-dealers and registered investment advisors (RIAs) • Expected to master F&G’s products, and have a high working knowledge of competitors' products • Travel to support IMO field distribution efforts including conferences, main stage and board room presentations • Develop and work toward meeting or exceeding an account sales plan, in collaboration with the National Account VP • Engage across organizational levels with the principal, marketer, and back office/operations in supporting and growing sales through IMOs • Direct activities of home office sales support to achieve stated production goals and sales objectives

Requirements

• Bachelor's degree required preferably in Business or Marketing or equivalent to appropriate years of job experience • Industry recognized designation preferred such as CLU, ChFC or CFP • 3+ years of key account management experience • Demonstrated success in sales and/or marketing functions • Demonstrated ability to work within a home office environment • Preferably bilingual in Spanish

Benefits

• Work Environments • Employee-centric flexible environment • In-office, hybrid and remote work arrangements • Reasonable accommodations for applicants and candidates with disabilities