National Accounts Manager, Brokerage Distribution

Job Summary

Activity will be through Fidelity and Guaranty’s (F&G) Life distribution channels, primarily independent sales channel of MGA’s, BGA’s, & Independent Marketing Organizations. 

This position, while responsible for developing new and existing relationships, will provide equal level of pro-active, high-end support to sales management and key accounts.  Understanding and mastering F&G’s processes, systems, and resources is very important to the role.  The position produces meaningful and actionable sales reports using existing systems and resources. 

You will be expected to be a significant, highly personalized resource to many sales accounts.  This position is primarily for Brokerage leadership, marketing personnel, back office staff and key agents.  You are expected to master F&G’s products, and have a high working knowledge of competitor’s products in order to compare and contrast features and benefits. This position requires travel to support Brokerage field distribution efforts including but not limited to attending conferences, main stage and board room presentations.    

In performing the account management role, you will travel to existing relationships and foster new ones.  In collaboration with your accounts and sales mangement, you will develop and work toward an account sales plan.  You will be expected to meet or exceed the plan.

You will engage across organizational levels with the principal, the marketer, and the back office/operations in supporting and growing sales through NMOs, IMOs, MGAs and BGAs. The principal level requires gaining trust and commitment from agency leadership as well as developing marketing and sales plans that demonstrate active marketing of F&G life products.  The marketer level involves building working relationships by providing training and support on F&G life products.   Working with the back office, you will facilitate operational needs with resources of F&G.  In all levels, you are expected to be the primary company resource. 

This position will help direct the activities of home office sales support to achieve stated production goals and sales objectives.  This position works very closely with other sales team members, marketing & operations. 

This position reports directly to the  SVP, Life Sales & Distribution.

Duties and Responsibilities

• Demonstrate thorough, in-depth knowledge of company products, practices and procedures.
• Conduct new account installations (how to do business with F&G) and provide marketing support to Brokerage internal and external marketers with tools such as webinars, conference calls, PowerPoint, etc.
• On an ongoing basis, profile and document Brokerage agency approach, strategies, personnel, production, etc. through business profiles. In person sales activities include: principal planning meetings, marketing meetings, training seminars, boot camps, agent conferences, back office training meetings, joint phone calls or appointments. Develop expert knowledge and proficiency in company applications including commission systems, company VDI, Salesforce, illustration software and F&G’s producer portal, SalesLink. 
• Manage relationship, sales and marketing expectations for Brokerage relationships and other high potential agencies – known collectively as “key accounts”.
• Recruit key accounts that meet the stated company profile with the ability to generate sales volumes necessary to validate the agency’s compensation.
• Manage key accounts to appropriate contract levels, including increasing and/or decreasing contract levels, and making recommendations on appropriate incentives necessary to build distribution networks.
• Maintain successful business relationships with key accounts through frequent communication and visitation which includes the following tasks:
  • Develop and report on company networks business plans with key accounts.
  • Encourage, support and participate in meetings and seminars that promote Fidelity & Guaranty Life.
  • Develop knowledge of specific account requirements as they relate to home office service capabilities and procedures.
  • Coordinate special needs of key accounts in interfacing successfully with the home office.
• Identify opportunities for, and coordinate the development of, consistent high-quality presentations, and other promotional pieces in support of marketing efforts. Monitor and track competitors’ products and positioning and the impact they have on F&G competitive positioning. Contribute suggestions and competitive intelligence for effective product positioning Sales & Marketing teams.
• Prepare management reports as requested, to include activity reports and an extensive semi-annual review of key accounts.

Experience and Education Requirements

• Bachelor's degree required preferably in Business or Marketing.
• Industry recognized designation preferred such as CLU, ChFC or CFP.
• 3+ years of key account management experience.

Knowledge, Skills & Abilities

• Demonstrated success in sales and/or marketing functions.
• Demonstrated ability to work within a home office environment
• Excellent verbal and written communication skills
• Excellent presentation skills
• Strong project management, organization and follow up skills
• Insurance industry knowledge
• Ability to foster effective working relationships within the organization and with key accounts
• Strong PC skills
• Spanish speaking (fluent) a plus

Other Requirements

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Approximately 50% travel is required

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Last updated on Aug 23, 2024