Annuity Relationship Manager

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

Jun 11, 2025 - 14:00

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