Associate Director, Retirement Services - Relationship Consultants chez National Life Group

Associate Director, Retirement Services - Relationship Consultants

Please note that we do not offer visa sponsorship for this position.

Company Summary

Come join one of America’s fastest growing insurance companies with a stable history of 175 years.  At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.  As a mission-driven business, our promises are as important as the products we sell.  We encourage our associates to live our values: Do Good. Be Good. Make Good.

Our mission extends beyond the insurance and annuities policies that we sell.  Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.

We invite you to explore what we have to offer and to join our cause.

Role Summary

The Manager of Retirement Consultants leads a team of professionals focused on driving policyholder engagement, plan participation, and retirement readiness across the 403(b), 457(b), and 3121 plan markets. This individual blends people leadership with direct field execution, campaign development, and strategic coordination across departments.

The Retirement Consultants team plays a critical role in ensuring agents are supported and accountable for increasing policy flow, servicing plan sponsors, and maintaining high standards of participant communication.

In addition to leading the team, this role will actively be responsible for assisting with the development and management of retirement marketing campaigns, agent training, lead generation management, flow annuity suspense business management, and interaction with Agents, Plans Sponsors, and Field Leaders with an emphasis on connecting with agents and agencies to engage with policyholders and prospective clients in plan sponsor relationships.

The ideal candidate blends strategic thinking, servant leadership, and hands-on execution, aligning with National Life Group’s vision in the employer sponsored plan markets.

Essential Duties and Responsibilities

• Provide coaching, performance management, and mentorship to a team of Retirement Consultants, driving accountability, growth, and alignment with the Retirement Business goals.
• Act as a “producing” leader by engaging directly with Agents, Plan Sponsors, and Field Leaders to drive business in underperforming plans along with leading key Retirement Services initiatives like Certified Training, State Mandate, Training, and Retirement campaigns (i.e. LifeChanger or the Year, Do Good Heroes, Restart Flow, Quarterly Initiatives)
• Partner with the Reporting team to identify and prioritize high-opportunity regions, plans, and agents to focus the team’s efforts on activities that drive the greatest policy flow, participation, and retention.
• Oversee team workflows and adherence to process by leveraging tools like Salesforce and Tableau to monitor and improve execution of group email inquiries, leads, and follow-up protocols.
• Partner with Relationship Managers, Sales Desk, Field Leaders, Advanced Sales, and Retirement Business Leadership to align consultant efforts with national campaigns, regional opportunities, and other company initiatives. 
• Measure and proactively report on individual and team performance using KPIs, dashboards, and activity tracking, continuously refining strategy and execution to meet organizational targets.

Minimum Qualifications

• Bachelor’s degree in Business, Finance, Education, or a related field.
• 7–10 years of experience in retirement services, annuity distribution, or financial services
• 3+ years in a people management or team leadership experience.
• Strong knowledge of retirement plans (403(b), 457, FICA, SEP, SIMPLE, and other public sector retirement plans) and regulations.
• Proficient with CRM tools (Salesforce preferred), Excel, Tableau, and project management tools.
• Ability to travel (up to 25% of the time)
• All other duties as assigned

Work Arrangements: 

• This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days.  Our current onsite core days are Tuesday, Wednesday, and Thursday.  The work schedule type and core days are subject to change with advance notification and manager discretion. Effective January 1, 2026, this position will move to a four days per week onsite core days schedule of Monday, Tuesday, Wednesday, and Thursday.

Preferred Qualifications

• Demonstrated success coaching sales professionals or consultants.
• Experience with lead generation, campaign development, and territory management.
• LIMRA/LOMA, ASPPA, NIPA designations or NTSA CRES certifications, willingness to obtain.
• Retirement Plan Specialist or NTSA CRES designation.
• Strong facilitation and presentation skills.
• FINRA Series 6 and 63, desired
• Based in TX.

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!

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.  National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.   

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.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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