Annuity Account Manager
Location
United States
Posted
24 days ago
Salary
Not specified
Bachelor Degree5 yrs expEnglish
Job Description
• Manage and grow relationships with assigned third-party distribution partners to drive annuity sales and asset growth
• Act as the primary point of contact for product, operational, and relationship needs across partner firms
• Collaborate with internal sales, operations, compliance, and product teams to support partner onboarding, launches, and ongoing servicing
• Educate partners and their advisors on Guardian annuity products, positioning, and value propositions through training sessions, calls, and presentations
• Monitor sales activity, pipeline, and performance metrics, providing insights and recommendations to leadership
• Support rollout of new products, pricing updates, and strategic initiatives with third-party partners
• Identify opportunities to expand distribution, increase wallet share, and improve partner engagement
• Resolve escalated issues efficiently while maintaining strong partner satisfaction and trust
Job Requirements
- Bachelor’s degree in Business, Finance, or a related field (or equivalent experience)
- 5+ years of experience in annuities, insurance, wealth management, or third-party distribution
- Strong understanding of fixed, indexed, and/or variable annuity products
- Experience working with broker-dealers, banks, RIAs, or other third-party financial institutions
- Willing to obtain a FINRA licenses (Series 6/7, 63/66) if not already licensed
Benefits
- Flexible work arrangements
- Professional development opportunities
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