FINRA Licensed Annuity Manager

Job Summary

A company is looking for an Annuity Account Manager to manage relationships with third-party distribution partners and drive annuity sales growth.

Key Responsibilities

• Manage and grow relationships with assigned third-party distribution partners to drive annuity sales and asset growth
• Act as the primary point of contact for product, operational, and relationship needs across partner firms
• Collaborate with internal teams to support partner onboarding, product launches, and ongoing servicing

Required Qualifications

• Bachelor's degree in Business, Finance, or a related field (or equivalent experience)
• 5+ years of experience in annuities, insurance, wealth management, or third-party distribution
• Strong understanding of fixed, indexed, and/or variable annuity products
• Experience working with broker-dealers, banks, RIAs, or other third-party financial institutions
• Willingness to obtain FINRA licenses (Series 6/7, 63/66) if not already licensed