Annuity Product Associate Manager

American Fidelity • Oklahoma City, OK

11d

About The Position

Assists in communicating and implementing business plans and strategic direction for the annuity product line under the guidance of the Annuity Product Manager. Supports monitoring product line growth, profitability, and performance trends, and assists with coordinating corrective actions as directed. Collaborates with Customer Strategic Business Units (SBU), the Product Manager, and product leadership to identify product needs and support product development, marketing, training, and operational activities.

Requirements

• Bachelor’s degree in actuarial science, marketing, finance, economics, or a similar field, or at least five years of experience in investment, broker/dealer, insurance, annuities, marketing, compliance, operations, or financial products in lieu of a degree.
• Strong background with annuity products, through 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 the ability to prepare 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.
• Ability to identify product, market, operational, regulatory, or competitive issues and assist with researching and analyzing their impact and potential solutions or responses.
• Good problem-solving skills and judgment in decision-making.
• Ability to proactively support product initiatives and complete work in a timely manner.
• 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, both pre- and post-tax.
• 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 in communicating and implementing business plans and strategic direction for the annuity product line.
• 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 potential solutions or responses.
• Support execution of product initiatives, complete assigned tasks, and drive timely completion of work.
• Collaborate with other disciplines to support product initiatives and process improvements.

What This Job Offers

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