Annuity Account Manager

Guardian Life Insurance

3d•Remote

About The Position

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.

Requirements

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.
Excellent 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.

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.