Head of Annuity Operations Distributor Relationships and Inforce Administration
Head of Annuity Operations Distributor Relationships and Inforce Administration
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$ 107920 - 177295
1 Vacancy
Job Description
As Head of Annuity Operations Distributor Relationships and Inforce Administration you will lead the Annuity New Business Support Desk (assisting agents advisors and Distribution Partners with pending new business inquires) and oversee inforce operations who interacts with clients and advisors to execute transactions based on our CARE model. CARE: Communicate Advocate Respond and Empower the actions needed to show CARE. Finally you will serve as the primary operations point of contact for Distribution Partners. You will be a critical leader who will inspire your teams to reach satisfaction goals.
In this role you will proactively identify opportunities to exceed expectations and wow the people we serve. You will ensure alignment with Guardians Distribution Product Service Technology Customer Advocacy Customer Service and overall Operations strategy. Distributors and strategic partners will depend on you as a key contact for high-profile cases and situations/escalations that require subject matter expertise. You will be an innovative thought leader leveraging industry and technical experience to develop and execute business cases.
You are
A collaborative leader who can build trust with colleagues along with internal and external partners.
Able to transform conceptual thinking into executable action while partnering across our organization to leverage shared service partners effectively.
An annuity subject matter expert with knowledge of platforms distributors products and the regulatory landscape.
Able to create and deliver presentations and material to support the partners we serve and represent Operations in various forums.
You will
Build trust will your team and all partners
Collaborate across teams to deliver experiences that create a competitive advantage
Act with urgency and ownership to resolve customer issues. Proactively identify and resolve issues when possible. Work to ensure self and team prioritize the experience of the people we serve
Become a SME with all Guardian admin eApp and client/agent facing systems and be the primary trainer of your team
Create and deliver colleague distributor and field facing reference material.
Be the primary creator of training content for your team.
Create and present communications to internal and external teams as required.
Develop collect and disseminate KPIs as required by partners and leaders
Understand industry trends to evolve processes and roadmaps
Be a key contributor on systems and other efforts by drafting requirements etc.
Demonstrate the courage to make difficult decisions and have candid conversations
Encourage candor and transparency
Use feedback and data to improve or change business process/procedures and team outcomes
You have
Bachelors Degree
8 years of annuity operations experienceincluding new business and inforce.
Series 6 and 26 FINRA Licensed
Experience working with/ leading operational teams who also provide phone support
Experience supporting distributor partners with operational onboarding and their ongoing needs
Experience with AnnuityNet Firelight and Affirm platforms
Strong working knowledge of Fixed Indexed and Variable Annuities
The ability to support accelerated growth build trust form relationships and lead change
Knowledge / experience implementing annuity technology and processes to support industry standards / platforms
Experience working with various distribution partners: Broker/Dealers Banks Independent Marketing Organizations etc.
Leadership skills and experience
Ability and desire to manage colleagues depending on business needs
Professional oral written and presentation skills
Ability to embrace change and adapt to evolving business priorities and environments and experience in leading change
Salary Range:
$107920.00 - $177295.00The 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 youll 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 Guardians 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 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 individuals 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 .
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
Required Experience:
Director
Employment Type
Full-Time
