Annuity Relationship Manager

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profile Job Location:

Pittsfield, MA - USA

profile Monthly Salary: $ 59110 - 88660
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

The Guardian Annuity New Business CARE Team is seeking a highly skilled and relationship-focused Annuity Relationship Manager to support all aspects of annuity new business this role you will partner closely with internal teams distributors and field representatives to ensure exceptional service and a seamless consumer experience. This role is ideal for someone who is analytically strong intellectually curious adaptable and passionate about delivering personalized and meaningful service interactions. As a member of the CARE Team you embody our commitment to Communicate Advocate Respond and Empowerthe behaviors that define how we deliver care to our consumers and field partners.

You Are

  • Highly adaptable comfortable with change and able to operate effectively in evolving environments.
  • Collaborative and growth-minded contributing positively to team culture and performance.
  • Passionate about consumer experience and motivated to deliver high-impact personalized service.
  • Skilled at juggling multiple responsibilities while prioritizing high-value interactions.
  • A confident resourceful decision-maker who resolves issues independently using sound judgment.
  • Capable of managing difficult conversations and controlling escalations with professionalism.

You Will

  • 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.

You Have

  • 6 years of financial services experience including direct consumer or field-facing responsibilities.

  • Bachelors degree or equivalent industry experience.

  • FINRA Series 6 license preferred.

  • Deep knowledge of fixed variable and indexed annuity products.

  • Excellent phone presencearticulate 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.

Location

This is a hybrid role requiring three days per week onsite in either the Bethlehem PA or Pittsfield MA office. Team members must be able to come to campus as needed. Onsite requirements are subject to change based on business needs.

Salary Range:

$59110.00 - $88660.00

The 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 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 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 Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment order 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.


Required Experience:

Manager

The Guardian Annuity New Business CARE Team is seeking a highly skilled and relationship-focused Annuity Relationship Manager to support all aspects of annuity new business this role you will partner closely with internal teams distributors and field representatives to ensure exceptional service an...
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Key Skills

  • Business Development
  • Sales Experience
  • Loyalty Marketing
  • Portfolio Management
  • Wealth Management
  • Financial Services
  • Algebra
  • Territory Management
  • Banking
  • Relationship Management
  • Customer relationship management
  • Geometry