Annuity Account Manager

The Annuity Account Manager will manage partner relationships, support sales growth initiatives, and ensure high-quality service throughout the partner lifecycle. This role requires strong relationship-building skills, business acumen, and the ability to coordinate across multiple teams and priorities.

• 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.

Requirements:

The ideal candidate has experience in annuities, insurance, wealth management, or financial distribution, along with strong communication and relationship management abilities. They should be comfortable working with financial institutions and managing multiple priorities in a fast-paced environment.

• 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.

Benefits:

• Fully remote work opportunity within the United States.
• Competitive compensation based on experience, skills, and qualifications.
• Potential eligibility for annual, sales, or performance-based incentive compensation.
• Comprehensive benefits package designed to support personal and professional well-being.
• Access to healthcare, wellness resources, and flexible benefit programs.
• Professional development opportunities, including skill-building and leadership growth initiatives.
• Opportunities to contribute to community-focused initiatives and philanthropic programs.
• Supportive and inclusive workplace culture focused on collaboration and career development.