What are the responsibilities and job description for the National Sales Distribution Manager/Annuity Division position at Wellabe?
JOB SUMMARY
The National Sales Distribution Manager/ Annuity division is responsible for executing the organization's distribution of product information and strategies, including cultivating relationships, developing and facilitating trainings, growing the business, and driving sales with assigned distribution channel(s) and/or key accounts nationally.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Serves as the primary contact for assigned relationships for Wellabe/|American Republic Insurance by raising the profile with Field Marketing Organizations and the agencies they service.
- Effectively strategize, cultivate, and manage external relationships.
- Develop retention and growth plans, analyze reports, execute sales plans with partners, and identify business opportunities and market trends to meet or exceed goals and objectives.
- Drive sales growth of assigned distribution.
- Ensure high-quality service and issue resolution to retain current clients.
- Provide training to distributors and cross-functional teams in areas of sales techniques, release of new products and agent recruiting/retention activities.
- Ensure partners follow the organizations policies and states laws along with ethical sales practices.
- Collaborate, mentor, and support team members by providing coaching, joint work, and educational opportunities.
Performs other related duties as necessary or assigned.
SUCCESS PROFILE
Knowledge, Skills, and Abilities
- Demonstrate the Wellabe core competencies of change, communication, customer focus, financial acumen, innovation, teamwork, critical thinking, and decision making. For a full description of each competency, please visit wellabe.com/core-competencies.
- Embrace and foster a diverse and inclusive culture that aligns with our commitment to THRIVE Toolkit: We are building resources for employee reference, including a diversity driven book club, leadership training, and a culture of betterment philosophy. Hear: Every employee has a voice. We listen with attention to gain knowledge and to understand. Respect: We empower people by respecting and appreciating their differences. Inclusion: We support a collaborative workforce that promotes belonging and respect that increases participation and contribution from all employees. Value: All employees are appreciated for their uniqueness. Equity: For all.
- Demonstrate an Agile mindset* of trust, teamwork, and transparency and capability to implement agile tools into daily work, allowing for quick adaption to change. (*An agile mindset is the set of attitudes supporting an agile working environment including trust, teamwork, transparency, respect, improvement, ongoing learning, pride in ownership, focus on delivering value, and the ability to adapt to change.)
- Embrace our culture of betterment, which surrounds the question: Does this decision fit with our mission and core values while enhancing the outcome for our customers, our business, and our associates.
- Advanced knowledge of the principles, processes, and practices related to sales distribution including training, negotiation, sales techniques and the laws, rules and regulations applicable to the selling of Annuity products and services, including but not limited to privacy laws, as well as corporate and departmental policies and procedures related to privacy in accessing, utilizing and disclosing individually identifiable information.
- Presentation skills and confident public speaking ability is a must.
- Being bilingual is a plus.
- Strong knowledge of MS Office Suite (Excel, Word, and PowerPoint).
- Ability to build strong working relationships with internal and external partners, driving positive energy through influential leadership.
- Excellent interpersonal, communication, customer service, presentation, and negotiation skills.
- Exceptional organizational and follow-through skills with a high attention to detail.
- Must be a self-starter with the ability to work independently.
- Strong active listener with the ability to show empathy.
- Ability to communicate with others in-person, via video conferencing, electronically (including email), or by phone to exchange accurate information.
EDUCATION AND EXPERIENCE
Education
- Bachelor’s degree in business, insurance, or related. Combination of education and/or relevant work experience may be accepted in lieu of degree.
Experience
- 5 years’ experience in marketing and training on Annuity sales.
TRAVEL REQUIREMENTS
Travel Required? Yes
Type-Throughout the US
Percentage-75%
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PHYSICAL REQUIREMENTS
- Primarily works in an office environment (or in-home office) performing work that is sedentary which involves remaining stationary and working on a computer for long periods of time
- Must be able to review, assess, and/or analyze data and figures by viewing a computer screen, including extensive reading.
- Regularly communicates with others in-person, via video conferencing, electronically (including email), or by phone to exchange accurate information.
- Must be able to review, assess, and/or analyze data and figures by viewing a computer screen, including extensive reading.
This job description does not list all activities, duties, or responsibilities that may be required. The employee in this position may be assigned other duties at any time with or without notice.
This job description does not constitute a contract of employment, and the company may exercise its employment-at-will rights at any time.