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Posted: 10/21/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in strategic account management, sales planning, and performance oversight within the insurance annuity and life business. Proven ability to lead teams, develop talent, and effectively communicate vision and strategy to drive sales objectives.
Highest-signal resume keywords
Strategic Account ManagementSales LeadershipBudget ManagementCommunication SkillsRelationship Management
About the role
Key responsibilities & impact- Lead and grow relationships with key IMO National Accounts
- Provide strategic account oversight, sales planning and forecasting, budget management, and cross-functional coordination
- Manage key IMO National Accounts and develop strategic account business plans
- Lead National Account strategy and performance
- Coach, develop, provide feedback to, and hold National Account VPs and downstream sales teams accountable
- Establish team goals and ensure execution against sales objectives
- Partner with senior internal sales leadership and cross-functional stakeholders, including Competitive Intelligence, Marketing, Operations, and Product Development
- Manage assigned budgets, including marketing investments, travel expenses, and event expenditures
- Develop and deliver monthly sales reports, forecasts, and key performance metrics for the SVP, Annuity Distribution
- Complete ad hoc analyses and projects
- Identify, assess, and onboard prospective key accounts
- Represent Life Sales on applicable committees and cross-functional project teams
- Manage performance, develop talent, and support engagement and team effectiveness
Requirements
What you’ll need- Bachelor's Degree
- 10+ years of relevant experience
- 4+ years of experience as a sales leader in the insurance annuity and life business, focused on sales and marketing
- Excellent communication and presentation skills
- Strong interpersonal and relationship-management skills
- Strong critical-thinking and strategic-planning abilities
- Ability to communicate vision and strategy effectively to internal and external audiences
- Ability to build productive working relationships across the organization and with key accounts
- Ability to travel up to 70% of the time
- Industry designations of CLU, ChFC, CFP, FLMI, or MSM are preferred but not required
Benefits
Comp & perks- Ability to work in-office, hybrid, or remote arrangements, determined with the leader during the hiring process
- Employee-centric flexible/hybrid work environment
- Reasonable accommodations for applicants and candidates with disabilities
- Equal opportunity employer
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales PlanningForecastingPerformance MetricsAd Hoc AnalysisCross-Functional Coordination
Soft Skills
Interpersonal SkillsCritical ThinkingStrategic PlanningCoachingTeam Effectiveness
Certifications & Qualifications
CLUChFCCFPFLMIMSM
Industry Keywords
Insurance AnnuityLife BusinessNational AccountsSales ObjectivesKey Accounts