Annuity Specialist - Hybrid

Annuity Specialist - Hybrid at Guardian Life in Boise, Idaho, United States Job Description This position provides advanced annuity expertise and sales support to internal Financial Representatives (FRs) and Wealth Management Consultants (WMC/AWMCs), while also supporting the firm’s third-party annuity distribution strategy through direct collaboration with Independent Marketing Organization (IMO) partners . In addition to internal field support, the Hybrid Annuity Specialist acts as a wholesaler to external wholesalers , delivering product guidance, case support, and training to strengthen third-party distribution and expand market reach. You will Key Responsibilities Internal Field & Sales Support + Serve as a subject matter expert on Park Avenue Securities’ approved annuity platform, including Fixed Indexed, Variable, and Registered Index Linked Annuities. + Additionally, provide deep subject matter expertise on GIAC non-registered annuity contracts, including SPIA, DIA, and MYGA solutions, supporting advanced case design and income-planning strategies. + Provide consultative product support and solutioning via phone and virtual meetings to registered Financial Representatives. + Support complex and large annuity cases, including in-depth analysis, design, and proposal development. + Analyze FR books of business and assist with segmentation to identify annuity opportunities. + Deliver tailored annuity recommendations based on individual client needs. + Partner with Guardian Annuity wholesalers and Park Avenue Securities WMCs/AWMCs to promote annuity business growth across assigned territories. + Collaborate with select offices to organize and conduct annuity sales meetings, boot camps, and annuity symposiums in partnership with Guardian and external annuity vendors. + Meet established performance standards, including high-volume phone consultations and quality assurance benchmarks. Third-Party (IMO) Wholesaling + Engage directly with Independent Marketing Organization (IMO) partners to support third-party annuity distribution initiatives. + Act as a wholesaler to external wholesalers by providing expert guidance on annuity products, positioning, and case design. + Support IMO sales efforts through training, product education, and consultative case support. + Collaborate with internal and external stakeholders to expand market reach and drive annuity growth through third-party channels. Role Expectations + Take ownership of daily responsibilities while balancing reactive case support with To view full details and how to apply, please login or create a Job Seeker account

Created: 2026-02-26