Annuity Account Manager
New
J
JobgetherFinancial Services
Based in United StatesFull-TimeMiddle
SalaryCompetitive compensation based on experience, skills, and qualifications. Potential eligibility for annual, sales, or performance-based incentive compensation.
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Job Details
- Experience
- 5+ years
- Required Skills
- Microsoft OfficeRelationship management
Requirements
- Bachelor’s degree in Business, Finance, or a related field, or equivalent professional experience.
- 5+ years of experience in annuities, insurance, wealth management, financial services, or third-party distribution.
- Strong knowledge of fixed, indexed, and/or variable annuity products.
- Experience working with broker-dealers, banks, registered investment advisors, or similar financial institutions.
- Strong relationship management, presentation, and communication skills.
- Ability to manage multiple accounts, projects, and priorities effectively.
- Experience using CRM platforms, sales reporting tools, and Microsoft Office applications.
- Strong analytical skills with the ability to interpret sales data and identify growth opportunities.
- Willingness to obtain required financial licenses, including Series 6/7 and 63/66, if not already licensed.
- Ability to travel nationally approximately 30–50% of the time, including travel within assigned territories and for business meetings.
Responsibilities
- Manage and grow relationships with assigned third-party distribution partners to increase annuity sales and asset growth.
- Serve as the primary contact for partner firms, addressing product questions, operational needs, and relationship management activities.
- Collaborate with internal sales, operations, compliance, and product teams to support onboarding, product launches, and ongoing partner servicing.
- Educate financial professionals and advisors on annuity products, positioning, features, and value propositions through presentations, training sessions, and meetings.
- Monitor sales performance, pipeline activity, and account metrics to identify trends, opportunities, and areas for improvement.
- Support the introduction of new products, pricing changes, and strategic initiatives with distribution partners.
- Identify opportunities to expand partner engagement, increase business value, and strengthen distribution channels.
- Resolve escalated partner issues while maintaining trust, responsiveness, and strong service standards.
- Provide leadership with insights and recommendations based on market activity, partner feedback, and sales performance.
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