*Assists in communicating and implementing business plans and strategic direction for the annuity product line under the guidance of the Annuity Product Manager.
*Supports monitoring of product line growth, profitability, and performance trends and assists with coordinating corrective actions as directed.
*Participates collaboratively with Customer Strategic Business Units (SBU), the Product Manager, and product leadership to identify product needs and support product development, marketing, training, and operational activities.
Education and Licenses
Bachelor's degree in actuarial science, marketing, finance, economics, or similar. At least 5 years experience in investment, broker/dealer, insurance, annuities, marketing, compliance, operations, or financial product will be considered in lieu of degree.
Technical Skills and Requirements
- Strong background with annuity products, either in product management, development or in sales of annuity products, fixed, variable and other.
- Background in securities sales or management.
- Background in Retirement plan sales, service, administration and/or design.
- Strong written and verbal communication skills, including the ability to prepare clear summaries, presentations, marketing or other supporting materials.
- Background in public speaking or public presentations.
- Ability to support the Company’s participation in industry meetings, association activities, and regulatory or product related initiatives as directed.
- Strong interpersonal skills and ability to collaborate effectively with Product Management, Sales, Compliance, Marketing, Operations and other stakeholders.
- Ability to identify product, market, operational, regulatory or competitive issues and assist with researching and analyzing impact and potential solutions or responses.
- Good problem-solving skills
- Exhibits good judgment in decision making.
- Proactively able to support execution of product initiatives, complete assigned tasks and drive timely completion of work.
- Strong understanding of insurance and investment product concepts and profit emergence.
- Proven ability to work collaboratively with other areas of discipline to support product initiatives and process improvements.
- Effective knowledge and understanding of enrollment and operational systems.
- Effective knowledge of worksite marketing and niche markets.
- Familiarity with 403(b), 457(b) 401(a) and 401(k) plans, both pre- and post-tax.
- Familiarity with IRA, Roth IRA and other retirement account rules.
- Working knowledge of Securities, SEC, FINRA, and State regulations applicable to annuity products and broker/dealer activity.
- Experience supporting qualified plan sales, service, or operations is preferred.
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