Annuity Account Manager

Guardian Life • Helena, MT • 1d ago

The Annuity Account Manager will serve as a primary relationship manager for Guardian Annuities' third-party distribution partners, including broker-dealers, banks, and registered investment advisors. This role is responsible for driving annuity sales growth, strengthening partner relationships, and ensuring a seamless experience across onboarding, product support, and ongoing account management.

You are

Excellent with relationship management, communication, and presentation skills.

Able to manage multiple accounts and priorities in a fast-paced environment.

Proficient with CRM tools, sales reporting, and Microsoft Office.

Willig to obtain a FINRA licenses (Series 6/7, 63/66) if you dont already have licensure.

You will

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 sales, operations, compliance, and product teams to support partner onboarding, launches, and ongoing servicing.

Educate partners and their advisors on Guardian annuity products, positioning, and value propositions through training sessions, calls, and presentations.

Monitor sales activity, pipeline, and performance metrics, providing insights and recommendations to leadership.

Support rollout of new products, pricing updates, and strategic initiatives with third-party partners.

Identify opportunities to expand distribution, increase wallet share, and improve partner engagement.

Resolve escalated issues efficiently while maintaining strong partner satisfaction and trust.

You have

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.

Location

This is a remote role with 30-50% national travel, heavy NE territory- Travel to/from regional offices as needed for project work/team meeting.

Salary Range:

$0.00 - $0.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

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.

Inspire Well-Being

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. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact MyHR@glic.com. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .

Visa Sponsorship:

Guardian Life is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship.

Go to Apply

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