Annuity Relationship Manager

Job Summary

A company is looking for an Annuity Relationship Manager to support annuity new business administration and enhance consumer experiences.

Key Responsibilities

• Serve as a subject matter expert on annuities and manage communications with field partners
• Meet individual performance metrics and support day-to-day team activities
• Collaborate with various departments to ensure successful and compliant product launches

Required Qualifications

• 6+ years of experience in the financial services industry with direct customer service experience
• Bachelor's degree or equivalent industry experience
• Preferred FINRA Series 6 certification
• In-depth knowledge of various annuity products
• Experience in field training and presenting to groups via Zoom/Teams