[Hiring] Annuity Account Manager @Guardian Life Insurance

Role Description

The Annuity Account Manager will serve as a primary relationship manager for Guardian Annuities’ third-party distribution partners, including broker-dealers, banks, and registered investment advisors. This role is responsible for driving annuity sales growth, strengthening partner relationships, and ensuring a seamless experience across onboarding, product support, and ongoing account management.

• 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.

Qualifications

• 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.

Requirements

• 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.

Benefits

• Support and flexibility to achieve professional and personal goals.
• Opportunities for skill-building, leadership development, and philanthropic activities.
• Contemporary, supportive, flexible, and inclusive benefits and resources.