60 National Life Group Client Service Representative Jobs Hiring Near You

Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.
Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.
We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.
Please note that we do not offer visa sponsorship for this position.
Role Summary
As we continue to grow, we are still looking to add additional individuals to our Sales Desk Team for a September start date. We are looking to hire energetic and ambitious individuals into our vibrant, growing culture rooted in Servant Leadership. Since our inception in 1848, we have been delivering on our promises to our customers. Come be a part of our continued growth and success!
This position currently offers an onsite work schedule, with the expectation that you are in the office four days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.
This position is eligible for a language differential in pay for approved bilingual skills.
You're encouraged to apply if you are:
Energetic and Passionate: Use your knowledge and energetic work ethic work ethic to support agents and Field Leaders who sell our life and annuity products.
Competitive go-getter: Ready to earn a base salary plus a quarterly variable bonus? You will have the chance to engage in friendly team competitions to win rewards and recognition.
People Person: Put that emotional and social intelligence to good use by helping agents grow their business with National Life through providing solutions and business development opportunities.
Relationship Builder: You'll carry out the Sales Desk mission of winning the sale by building relationships based on authenticity, seamless service and acting with a sense of urgency.
Growth Driven: The Sales Desk is the farm team for the organization. Your drive and performance can lead to opportunities to move into an External Field Leader role or to other Home Office positions. We are committed to developing internal talent - our people are our secret sauce.
Essential Duties and Responsibilities

• Provide sales support for an external wholesaler (Field Leader).
• Promote Life and Annuity products through webinars and inbound/outbound calls.
• Manage inbound calls
• Demonstrate proficiency in sales skills, identifying sales opportunities, and cross-selling skills with agents
• Manage and execute effective outbound call campaigns
• Be skilled at presenting in both small and large group settings
• Capture all activity and agent profile information into Salesforce.com
• Perform other duties as required

Minimum Qualifications

• 1-3 years financial services experience (preferred)
• 3+ years successful sales experience (preferred)
• Strong presentation skills as well as excellent communication skills
• Ability to adapt to the interests of the audience as well as use technical skills and people skills, on the phone and in person, to build relationships and help grow sales
• Interpersonal Flexibility
• Up to 10% travel required

Preferred Qualifications

• Broad knowledge of capital markets
• Previous experience with life and/or annuity illustration software
• Bachelor's degree
• Life and Health Licensed
• CLU, ChFC, CFP designations

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.
All applicants are expected to:

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
• Stay curious and open to new AI-enabled ways of working.
• Exercise sound judgment by reviewing and validating AI-generated content.
• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life's AI guiding principles.
• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property.

Benefits

• Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life!

Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.
Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.
National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.
Hourly Pay Range
$21-$31 USD
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.
Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.
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National Life Group
1 National Life Dr
Montpelier, VT 05604