National Accounts Manager, Affiliated Partners

Job SummaryThis position is responsible for developing new and existing relationships and will provide equal level of pro-active, high-end support to the National Accounts VP and key affiliated partner accounts. Understanding and mastering F&G 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, primarily for IMO marketing personnel, back office staff, key IMO principles, and agents. You are expected to master F&G products and have a high working knowledge of competitors’ products in order to compare and contrast features and benefits. A willingness to attend conferences and meetings on many weekends and evenings is required.In performing the account management role, you will travel to existing relationships and foster new ones. In collaboration with your accounts and the National Account VP, you will develop and work toward an account sales plan, and you will be expected to meet or exceed the plan.You will engage with three organizational levels in supporting and growing sales through IMOs: the principal level, the agent, and the back office/operations. The principal level requires gaining trust and commitment from owners and/or senior managers as well as developing marketing and sales plans that demonstrate active marketing of F&G life products. The agent level involves building working relationships by providing training and support on F&G life & annuity products. Working with the back office, you will facilitate operational needs with resources of F&G. While the primary focus will be our life portfolio, you will need knowledge of F&G’s annuity products, annuity processes, and annuity sales expectations.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.Duties And ResponsibilitiesDemonstrate thorough, in-depth knowledge of company products, practices, and procedures.Conduct new account installations (how to do business with FGL) and provide marketing support to IMO internal and external marketers with tools such as WebX, conference calls, Powerpoint, etc.On an ongoing basis, profile and document IMO 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. You must have a willingness to host webinars and attend conferences and meetings on weekends and evenings.Develop expert knowledge and proficiency in company applications including commission systems, company VDI, Salesforce, illustration software, and Apple applications.Manage relationship, sales, and marketing expectations for Independent Marketing Organizations (IMOs) 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 MGA compensation and Power Partner bonus schedules.Manage Key Accounts to appropriate contract levels, including increasing and/or decreasing contract levels, and making recommendations to the National Account VP on appropriate incentives necessary to build distribution.Maintain successful business relationships with Key Accounts through frequent communication and visitation.Develop and record 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. This position will require up to 70% travel. Travel and entertainment expenses must be reasonable and within guidelines established by management.Perform annuity product training and provide basic pre-sale support for agents and agency leaders on annuities.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 Fidelity & Guaranty competitive positioning. Contribute suggestions and competitive intelligence for effective product positioning to the National Account VP.Prepare management reports as requested, to include activity reports and an extensive semi-annual review of Key Accounts.Other duties and special projects as assigned by the National Account VP or senior level management.Experience And Education RequirementsBachelor'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.Demonstrated success in sales and/or marketing functions.Knowledge, Skills & AbilitiesExcellent verbal and written communication skillsExcellent presentation skillsStrong project management, organization, and follow-up skillsInsurance industry knowledgeAbility to foster effective working relationships within the organization and with key accountsStrong PC skillsOther RequirementsUp to 70% travel is requiredRegular and punctual attendancePerform other functions, duties, and projects as assignedDemonstrated ability to work within a home office environmentAbout F&GSince 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events. As a national Top Workplace and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic, and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.

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