VP of National Accounts

About Us:
We’re a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to become something great and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If leading national financial institution relationships, driving enterprise-level growth strategies, and building high-performing teams across life insurance and annuities distribution excites you, this role offers the opportunity to make a meaningful impact.
About the Role:
We’re looking for a Vice President of National Accounts responsible for the overall strategy, performance, and relationship management of national and large financial institution partners within our life insurance and annuities business.
This role provides executive leadership for National Accounts and serves as the senior point of accountability for client satisfaction, revenue growth, profitability, and long-term partnership development. The Vice President of National Accounts leads and develops National Account Managers, Directors, Business Relationship Managers, and an Event Coordinator, while partnering closely with Sales, Marketing, Operations, Product, Compliance, and executive leadership to deliver integrated, scalable solutions across the enterprise.
What You’ll Do:
National Account Strategy & Leadership
• Establish and execute the national account strategy for large financial institutions, ensuring alignment with enterprise growth objectives and distribution priorities
• Provide executive oversight and leadership for key national relationships, serving as a senior escalation point and trusted partner to institutional leadership
• Drive revenue growth, retention, and profitability through disciplined account planning, performance management, and strategic expansion initiatives
• Represent the organization at executive-level meetings, industry events, and strategic partner engagements
• Key member of the Retail Executive Leadership Team who will work collaboratively to drive enterprise top line and bottom line results

Team Leadership & Development
• Lead, coach, and develop Director Account Managers, Business Relationship Managers, and Event Coordinator(s) to ensure consistent execution and high performance
• Set clear performance expectations, goals, and accountability metrics for the national accounts team
• Foster a collaborative, client-focused culture that emphasizes proactive service, problem-solving, and relationship stewardship
• Support talent development, succession planning, and hiring aligned with business growth needs

Sales, Marketing & Enterprise Partnership
• Partner closely with Sales, Marketing, Product, Operations, and Distribution leadership to align national account strategies with broader business initiatives
• Collaborate with Marketing and Events to ensure client-facing meetings, conferences, and engagements support relationship growth and brand standards
• Support sales enablement initiatives and ensure national account strategies are effectively executed across regions and channels
• Ensure consistent communication and alignment between national account teams and internal stakeholders

Client Relationship & Service Oversight
• Ensure high levels of client satisfaction through proactive service models, issue resolution, and continuous improvement
• Oversee service delivery across national accounts, ensuring responsiveness, consistency, and adherence to agreed-upon service standards
• Anticipate client needs and market trends, translating insights into actionable strategies and solutions
• Manage complex client issues and service remediation efforts with sound judgment and executive presence

Operational & Risk Awareness
• Maintain awareness of regulatory, compliance, and operational considerations relevant to national accounts within a life insurance and annuities environment
• Partner with Compliance, Legal, and Operations to ensure all activities, agreements, and communications align with internal policies and regulatory requirements
• Support governance, reporting, and risk management processes related to national account relationships
• Ensure disciplined execution of contracts, pricing arrangements, and performance commitments

What You’ll Bring:
• 10+ years of experience in life insurance and/or annuities distribution, national accounts, or financial institution relationship management
• Proven leadership experience managing senior-level account management and relationship teams
• Strong background in wholesaling, key acco