Note: The job is a remote job and is open to candidates in USA. Guardian Life is a leading insurance company seeking an Annuity Account Manager to serve as a primary relationship manager for their third-party distribution partners. This role focuses on driving annuity sales growth, strengthening partner relationships, and ensuring a seamless experience across onboarding and ongoing account management.
Responsibilities
- 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
Skills
- Excellent with relationship management, communication, and presentation skills
- Able to manage multiple accounts and priorities in a fast-paced environment
- Proficient with CRM tools, sales reporting, and Microsoft Office
- Willing to obtain a FINRA licenses (Series 6/7, 63/66) if you don't already have licensure
- 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
Benefits
- In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
- Benefits apply to full-time eligible employees.
- As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.
- Explore our company benefits at www.guardianlife.com/careers/corporate/benefits.
- Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
- Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
- Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship.
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