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National Account Director

Role overview

Summary

The National Account Director role focuses on developing and strengthening strategic relationships with key national distribution partners at OneAmerica Financial. This position is essential for driving mutual growth and delivering a best-in-class distribution experience through effective business planning and relationship management.

Qualifications

  • Bachelor's Degree or equivalent experience.
  • Life & Health Insurance License.
  • 7+ years of sales experience.
  • 7+ years of financial services or insurance industry experience.
  • Demonstrated success meeting or exceeding production goals.

Responsibilities

  • Serve as the primary relationship owner for designated national accounts and strategic distribution partners.
  • Develop and execute joint business plans aligned with partner growth objectives and OneAmerica goals.
  • Drive sales growth through strategic partner initiatives, marketing programs, and collaborative planning.
  • Build trusted partnerships with executive leadership, sales management, operations teams, and key stakeholders within partner organizations.

Key facts

Hard skills

Other skills

  • Relationship Management
  • Strategic Planning
  • Communication
  • Collaboration
  • Problem Solving

About the company

OneAmerica logo

OneAmerica

  • Insurance
  • Large
  • 1,001–5,000
We are OneAmerica Financial℠, a national financial services company helping people build greater certainty for better moments, every day. As a mutual organization, we take a people-first approach, meeting our customers where they are and with experience and empathy. The companies of OneAmerica Financial provide solutions for long-term stability and growth, building on more than 145 years of experience – from life insurance to retirement and employee benefits to long-term care. We pride ourselves on helping our customers confidently plan, protect and prosper for every step of the journey.

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Job description

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives!

Job Summary

The National Account Director (NAD) is responsible for developing, growing, and strengthening strategic relationships with OneAmerica Financial's most important national distribution partners, including Independent Marketing Organizations (IMOs), key direct relationships, broker-dealers, financial institutions, and other strategic accounts. The NAD serves as the primary relationship owner, moving beyond transactional interactions to become a trusted business partner who drives mutual growth, aligns organizational resources, and delivers a best-in-class distribution experience.

Primary Responsibilities include, but not limited:

Strategic Account Leadership (35%)

  • Serve as the primary relationship owner for designated national accounts and strategic distribution partners.
  • Develop and execute joint business plans aligned with partner growth objectives and OneAmerica goals.
  • Build executive-level relationships and establish OneAmerica as the carrier of choice.
  • Identify opportunities to expand market share, increase production, and enhance strategic alignment.

Business Planning & Revenue Growth (25%)

  • Drive sales growth through strategic partner initiatives, marketing programs, and collaborative planning.
  • Coordinate and facilitate Quarterly Business Reviews (QBRs), annual business planning meetings, and partner strategy sessions.
  • Monitor production trends, pipeline opportunities, and market penetration metrics.
  • Create and execute action plans to meet or exceed revenue objectives.

Relationship Management & Partner Experience (20%)

  • Build trusted partnerships with executive leadership, sales management, operations teams, and key stakeholders within partner organizations.
  • Ensure partner issues, opportunities, and service needs are proactively addressed.
  • Deliver a best-in-class experience by coordinating internal resources and advocating for partner success.
  • Strengthen partner loyalty through consistent communication and value-added engagement.

Cross-Functional Leadership (10%)

  • Coordinate organizational resources to support strategic initiatives and achieve account objectives.
  • Facilitate internal alignment around account priorities, opportunities, and challenges.

Market Intelligence & Strategic Insight (10%)

  • Gather and communicate competitive intelligence, industry trends, and partner feedback.
  • Identify emerging market opportunities and strategic risks.
  • Recommend business improvements and growth initiatives based on partner needs and marketplace dynamics.
  • Support strategic account management initiatives and long-term distribution strategy.

Required Experience and Education

  • Bachelor's Degree or equivalent experience
  • Life & Health Insurance License
  • CLTC (Certified in Long-Term Care) designation or willingness to obtain
  • 7+ years of sales experience
  • 7+ years of financial services or insurance industry experience
  • Demonstrated success meeting or exceeding production goals
  • Experience building and managing business relationships across multiple stakeholders

Recommended Experience and Education

  • Advanced sales, relationship management, or financial planning designations
  • Strategic Account Management training or certification
  • Wholesaling experience
  • National account management experience
  • Executive-level relationship management
  • Experience working with IMOs, broker-dealers, financial institutions, or large distribution organizations
  • Strategic business planning experience
  • Achievement of business planning objectives

Salary Band: S06

This selected candidate will be expected to work fully remote. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.

Consistent with applicable pay transparency laws, we disclose the compensation range for this position: $135,000.00 base annually with a $165,000.00 ICP for a total target compensation of $300,000.00

We offer a comprehensive total rewards package designed to support you both at work and at home. Full‑time and part‑time associates working 30 or more hours per week are generally eligible for benefits, including but not limited to:

  • Medical & prescription, dental, vision insurance
  • Health Savings Account & Flexible Spending Accounts
  • Paid Time Off
  • 10 weeks 100% paid parental leave (after completing 12 months of employment)
  • 401(k) Plan with company match
  • Pension Plan
  • Company paid life & disability insurance
  • Wellness Program & Company paid employee assistance program
  • Clinic access subject to location* (*Indianapolis, Charlotte, Cincinnati)

If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.

Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship. 

Disclaimer:  American United Life Insurance Company (“OneAmerica Financial”) is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law.

For all positions:

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.

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