National Accounts Manager

Summary

Join Fidelity & Guaranty Life as a key account manager, supporting and growing sales through independent sales channels. You will develop and maintain relationships with brokerage leadership, marketing personnel, and key agents, providing high-level support and developing account sales plans. Mastering F&G's products and processes is crucial, as is proficiency in sales reporting and various company applications. This role involves significant travel to support field distribution efforts, including conferences and presentations. You will collaborate across organizational levels to achieve production goals and sales objectives, reporting directly to the SVP, Life Sales & Distribution. The position requires a bachelor's degree, 3+ years of key account management experience, and excellent communication and presentation skills.

Requirements

• Bachelor's degree required preferably in Business or Marketing
• 3+ years of key account management experience
• 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
• Approximately 50% travel is required

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
• Perform other functions, duties and projects as assigned
• Regular and punctual attendance

Preferred Qualifications

• Industry recognized designation preferred such as CLU, ChFC or CFP
• Spanish speaking (fluent) a plus

Benefits

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements