Annuity Product Associate Manager

American Fidelity • Oklahoma City, OK

12d

About The Position

The Annuity Product Associate Manager assists with communicating and implementing business plans and strategic direction for the annuity product line under the guidance of the Annuity Product Manager. The role supports monitoring product-line growth, profitability, and performance trends and helps coordinate corrective actions as directed. Working collaboratively with Customer Strategic Business Units (SBU), the Product Manager, and product leadership, the Associate Manager identifies product needs and supports product development, marketing, training, and operational activities.

Requirements

• Bachelor’s degree in actuarial science, marketing, finance, economics, or a similar field; at least five years of experience in investment, broker/dealer, insurance, annuities, marketing, compliance, operations, or financial products may be considered in lieu of a degree.
• Strong background with annuity products, such as in product management, development, or sales, including fixed, variable, and other annuities.
• Background in securities sales or management.
• Background in retirement plan sales, service, administration, and/or design.
• Strong written and verbal communication skills, including preparing clear summaries, presentations, marketing materials, or other supporting materials.
• Background in public speaking or public presentations.
• Strong interpersonal skills and ability to collaborate effectively with Product Management, Sales, Compliance, Marketing, Operations, and other stakeholders.
• Good problem-solving skills and sound judgment in decision-making.
• Strong understanding of insurance and investment product concepts and profit emergence.
• 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, including pre- and post-tax plans.
• 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.

Nice To Haves

• Experience supporting qualified plan sales, service, or operations.

Responsibilities

• Assist with communicating and implementing business plans and strategic direction for the annuity product line under the guidance of the Annuity Product Manager.
• Support monitoring product-line growth, profitability, and performance trends.
• Assist with coordinating corrective actions as directed.
• Collaborate with Customer Strategic Business Units, the Product Manager, and product leadership to identify product needs.
• Support product development, marketing, training, and operational activities.
• Support the Company’s participation in industry meetings, association activities, and regulatory or product-related initiatives as directed.
• Research and analyze product, market, operational, regulatory, or competitive issues and help assess potential solutions or responses.
• Execute product initiatives, complete assigned tasks, and drive timely completion of work.
• Collaborate across disciplines to support product initiatives and process improvements.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager