Annuity Relationship Manager

Guardian Life Insurance Company • Pittsfield, MA

1d • Hybrid

About The Position

The Guardian Annuity New Business CARE Team is seeking a highly skilled and relationship-focused Annuity Relationship Manager to support all aspects of annuity new business administration. In this role, you will partner closely with internal teams, distributors, and field representatives to ensure exceptional service and a seamless consumer experience. This role is ideal for someone who is analytically strong, intellectually curious, adaptable, and passionate about delivering personalized and meaningful service interactions. As a member of the CARE Team, you embody our commitment to Communicate, Advocate, Respond, and Empower—the behaviors that define how we deliver care to our consumers and field partners. You Are Highly adaptable, comfortable with change, and able to operate effectively in evolving environments. Collaborative and growth-minded, contributing positively to team culture and performance. Passionate about consumer experience and motivated to deliver high-impact, personalized service. Skilled at juggling multiple responsibilities while prioritizing high-value interactions. A confident, resourceful decision-maker who resolves issues independently using sound judgment. Capable of managing difficult conversations and controlling escalations with professionalism. You Will Serve as a subject matter expert in annuities, demonstrating deep knowledge of product types, features, and regulatory considerations. Manage incoming and outgoing calls as a primary point of contact for field partners, ensuring all inquiries are resolved efficiently and accurately. Meet or exceed key performance metrics, including call volume, schedule adherence, quality assurance scores, and consumer satisfaction surveys. Build strong relationships with field partners, providing proactive guidance, clear communication, and reliable follow-through. Collaborate with Product Management, Compliance, and cross-functional teams to support successful and compliant product launches. Support day-to-day team operations and flex into various roles during periods of absence or increased volume. Consistently deliver high-quality work that meets or exceeds service level agreements and quality standards. Identify opportunities to enhance processes, improve consumer experiences, and contribute to the continual evolution of the CARE model.

Requirements

• 6+ years of financial services experience, including direct consumer or field-facing responsibilities.
• Bachelor’s degree or equivalent industry experience.
• Deep knowledge of fixed, variable, and indexed annuity products.
• Excellent phone presence—articulate, confident, professional, and relationship-oriented.
• Strong communication skills, both written and verbal.
• A consumer-centric mindset with a passion for delivering exceptional experiences.

Nice To Haves

• FINRA Series 6 license preferred.
• Experience training or presenting to groups through virtual platforms such as Zoom or Teams.

Responsibilities

• Serve as a subject matter expert in annuities, demonstrating deep knowledge of product types, features, and regulatory considerations.
• Manage incoming and outgoing calls as a primary point of contact for field partners, ensuring all inquiries are resolved efficiently and accurately.
• Meet or exceed key performance metrics, including call volume, schedule adherence, quality assurance scores, and consumer satisfaction surveys.
• Build strong relationships with field partners, providing proactive guidance, clear communication, and reliable follow-through.
• Collaborate with Product Management, Compliance, and cross-functional teams to support successful and compliant product launches.
• Support day-to-day team operations and flex into various roles during periods of absence or increased volume.
• Consistently deliver high-quality work that meets or exceeds service level agreements and quality standards.
• Identify opportunities to enhance processes, improve consumer experiences, and contribute to the continual evolution of the CARE model.

Benefits

• At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.
• Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
• As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.
• Explore our company benefits at www.guardianlife.com/careers/corporate/benefits .
• Benefits apply to full-time eligible employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees