Account Manager - IMO

Reliance Standard•Philadelphia, PA

7d•Hybrid

About The Position

The Account Manager, Annuities Distribution, is responsible for managing and growing relationships with assigned Independent Marketing Organizations (IMOs) that distribute fixed, indexed, and variable annuity products. This role serves as the primary liaison between the firm and its IMO partners, ensuring strong engagement, effective issue resolution, and execution of annuity-focused sales and growth initiatives. The Account Manager partners closely with internal wholesaling, product, operations, and compliance teams to drive profitable annuity growth while supporting a high-quality producer experience.

Requirements

Bachelor’s degree or equivalent experience
5+ years of experience in annuity distribution, insurance, or retirement financial services
Direct experience working with IMOs, BGAs, or similar third-party annuity distribution partners
Strong knowledge of fixed, indexed, and/or variable annuity products
Proven relationship management and issue‑resolution skills
Ability to Travel: Up to 50%

Nice To Haves

Experience supporting annuity new business, underwriting, or operations
Familiarity with annuity suitability, best interest, and regulatory requirements
Experience partnering with wholesalers and field sales organizations
CRM experience (e.g., Salesforce)

Responsibilities

Manage day-to-day relationships with assigned IMOs and key principals focused on annuity distribution
Develop deep understanding of each IMO’s annuity strategy, producer mix, and sales focus (e.g., FIA, MYGA, Other products)
Build trusted, consultative relationships that position the firm as a preferred annuity carrier
Support IMO‑led annuity sales initiatives, including product positioning, rate and feature updates, and sales campaigns
Coordinate with internal wholesalers to align IMO efforts with field sales priorities
Identify production trends, growth opportunities, and at-risk relationships within annuity lines
Support rollout of new annuity products, riders, crediting strategies, and pricing updates
Act as an escalation point for annuity case issues, including new business processing, suitability reviews, underwriting coordination, and policy issuance
Partner with operations and new business teams to improve annuity cycle times and producer satisfaction
Ensure IMOs and producers understand annuity processes, requirements, and expectations
Serve as the central coordination point between IMOs and internal teams (sales, product, operations, compliance, technology)
Communicate annuity-specific updates such as rate changes, product enhancements, underwriting requirements, and system changes
Support IMO business reviews, annuity planning sessions, and strategic growth discussions
Ensure annuity distribution activities align with regulatory requirements (e.g., suitability/best interest standards) and firm policies
Partner with compliance and legal teams on annuity-related questions or escalations
Reinforce compliant, ethical annuity sales practices across IMO and producer relationships
Track annuity production, trends, persistency indicators, and partner engagement metrics
Prepare relationship and production summaries for sales leadership
Use insights to recommend actions that improve annuity growth, mix, and partner performance

Benefits

An annual performance bonus for all team members
Generous 401(k) company match that is immediately vested
A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.
For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
Multiple options for dental and vision coverage
Company provided Life & Disability Insurance to ensure financial protection when you need it most
Family friendly benefits including Paid Parental Leave & Adoption Assistance
Hybrid work arrangements for eligible roles
Tuition Reimbursement and Continuing Professional Education
Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays.
Volunteer days, community partnerships, and Employee Assistance Program
Ability to connect with colleagues around the country through our Employee Resource Group program