National Account Manager

Responsibilities

• Develop and execute strategic account plans to support enterprise growth and maximize partner engagement
• Serve as the primary relationship manager and strategic liaison for financial institutions, banks, and wirehouses
• Partner with Annuities and Life Insurance leadership to define priorities and drive key initiatives
• Lead business reviews, planning meetings, and due diligence discussions with partners
• Drive revenue growth and account expansion through proactive business development and product positioning
• Coordinate across Sales, Marketing, Product, Operations, Finance, Legal, and Compliance to deliver cohesive account strategies
• Manage sponsored meeting budgets and ensure compliance with company policies and regulatory expectations

Requirements

• 6+ years of experience in life insurance, annuity distribution, or national account management
• Strong understanding of life insurance and annuity products and distribution models
• Proven track record of driving sales growth and managing strategic financial institution relationships
• Experience leading business reviews, sales planning, and product launches
• Exceptional communication, negotiation, and relationship management skills
• Proficiency with Microsoft Office Suite (Outlook, Excel, PowerPoint) and CRM platforms
• Ability to travel as business needs require

Preferred Qualifications

• Experience leveraging AI-enabled tools for productivity and client engagement
• Experience mentoring Relationship Managers or providing informal leadership in a matrixed environment

About the Company

Protective helps protect customers against life's uncertainties by providing protection and peace of mind through life insurance and annuity products.