National Account Manager

Protective Life

Lead strategic financial institution, bank, and wirehouse relationships for Protective’s life insurance and annuity distribution business. Drive partner growth, product positioning, revenue expansion, and cross-functional execution.

Posted 8/17/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in strategic account management, relationship building, and driving revenue growth within the life insurance and annuity sectors. Proficient in coordinating cross-functional teams and leveraging data analytics to inform business strategies and enhance partner satisfaction.

Highest-signal resume keywords

Strategic Account ManagementLife Insurance Product KnowledgeRevenue Growth StrategiesCross-Functional CoordinationRelationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Annuity DistributionSales PlanningBusiness ReviewsOperational Metrics AnalysisCompetitive Intelligence

Soft Skills

Exceptional CommunicationNegotiation SkillsConsultative SellingMentorshipProblem Solving

Tools & Technologies

Microsoft OutlookMicrosoft ExcelMicrosoft PowerPointMicrosoft WordMicrosoft TeamsCRM PlatformsSales Analytics ToolsBusiness Intelligence Dashboards

Industry Keywords

Financial Institution Relationship ManagementPartner AdvocacyDistribution ModelsShelf PlacementRegulatory Compliance

About the role

Key responsibilities & impact

Develop and execute strategic account plans aligned with enterprise growth objectives and assigned firm goals
Serve as the primary relationship manager and strategic liaison for financial institution, bank, and wirehouse relationships
Build trusted relationships with executive decision makers and key stakeholders
Define priorities and execution plans with Annuities and Life Insurance leadership
Lead business reviews, planning meetings, due diligence discussions, and partner engagements
Drive revenue growth, retention, and account expansion through business development and product positioning
Monitor competitor trends, market strategy, product positioning, pricing dynamics, and shelf opportunities
Coordinate Sales, Marketing, Product, Operations, Finance, Legal, and Compliance resources
Communicate strategic changes, product enhancements, firm updates, meetings, and regional priorities
Advocate for partner needs, resolve issues, improve processes, and execute priorities
Maintain partner satisfaction through proactive relationship management and timely issue resolution
Resolve escalated customer or advisor issues and identify process improvements
Manage sponsored meeting budgets and support partner due diligence and reporting
Ensure account activities, agreements, and communications comply with company policies and regulatory expectations
Provide leadership, mentorship, and strategic guidance to colleagues and cross-functional partners

Requirements

What you’ll need

6+ years of experience in life insurance, annuity distribution, national account management, strategic accounts, wirehouse or financial institution relationship management
Strong understanding of life insurance and annuity products, distribution models, and partner economics
Proven experience driving sales and revenue growth, shelf placement, partner advocacy, relationship health, and firm-level business plans
Experience leading firm governance, business reviews, sales planning, onboarding, product launches, and distribution expansion initiatives
Ability to coordinate internal resources across Operations, Product, Marketing, Compliance, Technology, and Sales
Ability to operate autonomously while aligning priorities with leadership and enterprise objectives
Exceptional communication, presentation, negotiation, relationship management, and consultative selling skills
Ability to translate partner needs into actionable growth strategies
Informal leadership experience mentoring Relationship Managers and fostering accountability across cross-functional teams
Willingness and ability to travel as business needs require
Proficiency with Microsoft Outlook, Excel, PowerPoint, Word, Teams, and related productivity tools
Experience using CRM platforms, sales analytics tools, business intelligence dashboards, and executive reporting resources
Ability to analyze sales results, partner engagement trends, operational metrics, and competitive intelligence
Experience leveraging AI-enabled tools for productivity, decision making, client engagement, and business communication

Benefits

Comp & perks

Comprehensive health, dental and vision insurance
Mental health benefits
Employee assistance program
Paid time off
Paid parental leave
Short-term disability
Cultural observance day
Contributions to healthcare accounts
Pension plan
401(k) plan with Company matching
ProHealth Rewards platform with cash rewards