Relationship Manager, Retail Annuities

Talcott Financial Group•Hartford, CT

13d•$114,000 - $150,000•Hybrid

About The Position

The Business Relationship Manager (BRM) will serve as a key liaison between Talcott’s Distribution team, internal Operations, and the back offices of Independent Marketing Organizations (IMOs). Reporting directly to the Head of Distribution, this role ensures that Talcott delivers an efficient, responsive, and high-quality experience to our distribution partners. This role requires a strategic thinker with strong communication and relationship management skills who can proactively resolve issues, streamline operational workflows, and strengthen our partnerships through excellence in service and execution. The position is open to remote work or hybrid in-office arrangement.

Requirements

Minimum of 3 years of professional experience in the insurance or financial services industry, preferably in annuity operations, case management, or relationship management.
Strong knowledge of independent distribution, IMO models, and annuity business processing.
Proven ability to troubleshoot and resolve complex service issues across organizational boundaries.
Excellent communication and relationship-building skills with both internal teams and external partners.
Demonstrated ability to manage multiple priorities and deliver results under deadlines.
Proficiency with Microsoft Office (Excel, Outlook, PowerPoint, Word); experience with CRM systems and workflow management tools is preferred.
This position shall require 25% travel within the U.S.
Applicants must be authorized to work in the United States on a full-time basis without current or future visa sponsorship.

Nice To Haves

Bachelor’s degree is preferred
experience with CRM systems and workflow management tools is preferred.

Responsibilities

Act as the primary liaison for escalated operational concerns from IMO back offices, coordinating resolution of high-impact issues related to processing, compensation, and contracting.
Build and maintain strong operational relationships with IMO partners, serving as a key point of coordination between external partners and internal teams.
Collaborate closely with Sales, New Business, Licensing & Appointments, Commissions, and Technology to drive operational efficiency across the distribution experience.
Educate IMO partners on Talcott’s service model, operational procedures, turnaround times, and digital tools.
Identify patterns in service issues and recommend process improvements to enhance the partner experience.
Partner with Relationship Managers and Sales Leadership to align operational strategy with broader account management goals.
Support the onboarding and training of new distribution partners, including systems access, workflow orientation, and operational enablement.
Participate in business process improvement initiatives and cross-functional working groups as a subject matter expert on distribution operations.
Travel occasionally to attend IMO site visits or industry conferences.