Account Manager providing innovative financing solutions for medium - sized organizations in real estate and commercial sectors. Building strong relationships and staying abreast of financing trends.
About the role
- Annuity Relationship Manager at Guardian supporting new business administration with knowledge in financial services. Building partnerships and delivering high-impact consumer service communication in the financial sector.
Responsibilities
- Serve as a subject matter expert in annuities, demonstrating deep knowledge of product types, features, and regulatory considerations.
- Manage incoming and outgoing calls as a primary point of contact for field partners, ensuring all inquiries are resolved efficiently and accurately.
- Meet or exceed key performance metrics, including call volume, schedule adherence, quality assurance scores, and consumer satisfaction surveys.
- Build strong relationships with field partners, providing proactive guidance, clear communication, and reliable follow-through.
- Collaborate with Product Management, Compliance, and cross-functional teams to support successful and compliant product launches.
- Support day-to-day team operations and flex into various roles during periods of absence or increased volume.
- Consistently deliver high-quality work that meets or exceeds service level agreements and quality standards.
- Identify opportunities to enhance processes, improve consumer experiences, and contribute to the continual evolution of the CARE model.
Requirements
- 6+ years of financial services experience
- Bachelor’s degree or equivalent industry experience
- FINRA Series 6 license preferred
- Deep knowledge of fixed, variable, and indexed annuity products
- Excellent phone presence—articulate, confident, professional, and relationship-oriented
- Experience training or presenting to groups through virtual platforms such as Zoom or Teams
- Strong communication skills, both written and verbal
- A consumer-centric mindset with a passion for delivering exceptional experiences.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
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