Annuity Account Manager

Account ManagerSalesFull TimeRemoteSeniorTeam 5,001-10,000Since 1860H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

27 days ago

Salary

Not specified

Seniority

Senior

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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