National Account Director

The National Account Director role is critical to John Hancock’s goal of growing sales through expanding and deepening our distribution relationships.  In this role, you will partner with the National Account VP(s) to understand the unique customer needs and nuances and identify the most promising opportunities and distributor relationships that align to John Hancock’s broader strategic priorities and capabilities.

You will also partner directly with key contacts at the National Account relationship level to drive awareness of JH solutions and work across various internal departments in the Life Insurance business unit to help facilitate, problem-solve, and accelerate sales.

Key Accountabilities:

Assist Channel Head and NAVP team in research and analysis, including external and internal factors impacting account performance, including firm penetration rates and carrier share of shelf to monitor and inform strategic growth initiatives.

Participate in strategic conversations to align company resources, including the wholesale team to high value growth opportunities

Execute relationship management techniques to ensure multiple JH teams are delivering on stated deliverables. (i.e. Underwriting, New Business, Licensing, Compensation, and Policy Holder service.)Assist in and facilitate promotional efforts pre and post client conferences and national activation events to optimize company messages, meeting spend and connect appropriate follow up activities to align wholesale team to leverage engagements.

Prepare and become proficient in market share analysis of designated National Accounts
Monitor and review NPS scores to recommend areas of improvement, and source feedback to NAVP and Channel Head to identify trends and inform decision making.

Monitor sales and pipeline trends to key performance indicators and alert management of milestones, trends and recommend actions to improve performance.

Develop strategies to deliver JH solutions to BGAs to drive our growth strategy

Proficient in illustrations, product application, features and present on educational topics at the national and BGA level

Develop and adopt procedures to automate and execute communication across various roles within the client hierarchy to effectively perform mass marketing, and deliver personalized communications

Conduct ad hoc request for gather business intelligence to identify trends and produce summaries to inform stakeholders of various projects relating to account oversight and growth initiatives.

Conduct National webinars, and local meeting presentations where you may moderate or present on elements of our portfolio or services.

Play a key role in the onboarding of new IMO’s and BGA members to the JH relationship.

Required Qualifications:

5+ years leading business marketing functions with a progression of increased responsibilities5+ years of experience in financial services or in a similar business-to-business wholesales role Required licenses: FINRA SIE, Series 6, 63, Life & Health.

Some business travel may be required.

Preferred Qualifications:

Strong analytical and critical thinking skills

Distributor relationship management experience

Possess a passion for digging deeper to uncover new Producer prospects

Ability to work autonomously but excel in team-based environment.

Rely on experience and judgment to plan and accomplish sales goals

Exceptional written, oral, and presentation communication abilities

Ability to work efficiently and effectively to best leverage time and achieve maximum effectiveness

Excellent sales acumen combined with an analytical mind-set, including the ability to identify business trends, opportunities and risk/exposure

Must be a team player, thought leader and contributor to Company initiatives.

CLU, ChFC, CFP,…