Annuity Relationship Manager
Guardian Life - Albany, NY
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The Annuity Relationship Manager will be the key liaison for Guardian Annuities' third-party distribution partners, including broker-dealers, banks, and registered investment advisors. This pivotal role focuses on driving annuity sales growth, strengthening partner relationships, and ensuring a smooth and effective experience from onboarding to ongoing account management. You are An exceptional communicator with outstanding relationship management and presentation skills. Able to prioritize and manage multiple accounts in a dynamic, fast-paced environment. Proficient with CRM tools, sales reporting, and Microsoft Office applications. Willing to obtain FINRA licenses (Series 6/7, 63/66) if you do not already possess them. You will Manage and enhance relationships with assigned third-party distribution partners to drive annuity sales and asset growth. Act as the primary point of contact for all product, operational, and relationship needs at partner firms. Collaborate effectively with internal sales, operations, compliance, and product teams to support onboarding, product launches, and ongoing servicing. Educate partners and their advisors on Guardian annuity products, positioning, and value propositions through engaging training sessions, calls, and presentations. Monitor sales activities, pipeline progress, and performance metrics, providing insightful recommendations to leadership. Support the rollout of new products, pricing updates, and strategic initiatives with third-party partners. Identify opportunities to expand distribution, increase wallet share, and enhance partner engagement. Resolve escalated issues efficiently while maintaining exceptional partner satisfaction and trust. You have A 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. A solid 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, primarily focused on the Northeast territory. Travel to and from regional offices may be required for project work and team meetings. Salary Range: $0.00 - $0.00 The salary range provided is a good faith estimate of base pay for the primary location of this position. The final salary will be determined based on the successful candidate's education, experience, knowledge, and abilities. This role may also be eligible for annual, sales, or other incentive compensation. Our Promise At Guardian, you will have the support and flexibility to achieve both your professional and personal goals. We offer skill-building, leadership development, and philanthropic opportunities to help you build community and grow your career, among diverse colleagues who uphold high ethical standards. Inspire Well-Being In alignment with Guardian's Purpose - to inspire well-being - we are committed to providing modern, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at guardianlife.com/careers/corporate/benefits . Note: 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 dedicated to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, services, programs, and activities. We also accommodate qualified job applicants (and employees) to address known limitations due to pregnancy, childbirth, or related medical conditions, unless this creates an undue hardship. If you need reasonable accommodation to participate in the job application or interview process, to perform essential job functions, or to receive other employment benefits, please contact . This resource is for accommodation requests only. For all other inquiries related to your application and careers at Guardian, please refer to the Guardian Careers site. Visa Sponsorship Guardian is not currently or in the foreseeable future sponsoring employment visas. 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 assists our 29 million customers in realizing their dreams through a variety of insurance and financial products and services. Our Purpose, to inspire well-being, drives our commitment to the colleagues, consumers, and communities we serve. We understand that people matter, and we go the extra mile to prepare them for the life they aspire to live, focusing on their overall well-being - mind, body, and wallet. Being one of the largest mutual insurance companies, we prioritize our customers. Behind every bright future is a Guardian. Learn more about Guardian at guardianlife.com.
Created: 2026-03-06