Annuity Relationship Manager

Why Join Guardian Life?

At Guardian Life, we're more than an insurance company—we're a purpose-driven organization committed to inspiring well-being for our clients, field partners, and colleagues. As a leader in the financial services industry, Guardian offers unparalleled opportunities for professional growth, innovation, and impact. Join our Guardian Annuity New Business CARE Team in Bethlehem, United States, and become part of a collaborative culture that values Communicate, Advocate, Respond, and Empower. With hybrid flexibility, competitive compensation, and comprehensive benefits, Guardian empowers you to thrive both personally and professionally. Discover annuity careers at Guardian Life and elevate your career in financial services today.

Role Description

The Annuity Relationship Manager plays a pivotal role in supporting all aspects of annuity new business administration. This hybrid position, based in Bethlehem, United States, requires partnering closely with internal teams, distributors, and field representatives to deliver exceptional service and a seamless consumer experience. Ideal for analytically strong, intellectually curious professionals passionate about annuities, this role demands adaptability in fast-paced environments. As a CARE Team member, you'll embody our core values, ensuring every interaction builds trust and drives success in fixed, variable, and indexed annuity products.

Detailed Responsibilities

You will serve as the primary point of contact for annuity inquiries, driving operational excellence and client satisfaction. Key responsibilities include:

• Acting as a subject matter expert (SME) in annuities, with deep knowledge of product types, features, regulatory requirements, and compliance standards.
• Managing high-volume incoming and outgoing calls from field partners, resolving inquiries efficiently with accuracy and professionalism.
• Achieving or exceeding key performance indicators (KPIs) such as call volume, schedule adherence, quality assurance scores, and consumer satisfaction (CSAT) surveys.
• Building and nurturing strong relationships with field partners through proactive guidance, clear communication, and reliable follow-through.
• Collaborating with Product Management, Compliance, and cross-functional teams to support compliant product launches and resolve complex issues.
• Flexing into various operational roles during team absences, peak volumes, or special projects to maintain service levels.
• Delivering high-quality work that consistently meets or exceeds service level agreements (SLAs) and quality standards.
• Identifying process improvements, enhancing consumer experiences, and contributing to the evolution of the CARE model for annuity new business.
• Handling escalations and difficult conversations with confidence, empathy, and sound judgment.
• Training and presenting to groups via virtual platforms like Zoom or Teams to educate on annuity products and processes.

Required Skills

Success in this annuity relationship manager role requires a blend of technical expertise, interpersonal prowess, and operational agility. Essential skills include:

• Exceptional phone presence: articulate, confident, professional, and relationship-oriented communication.
• Strong analytical and problem-solving abilities for annuity product and regulatory challenges.
• Adaptability in dynamic, high-volume environments with evolving priorities.
• Proficient multitasking and prioritization of high-value interactions.
• Consumer-centric mindset with passion for personalized service delivery.
• Excellent written and verbal communication for internal and external stakeholders.
• Relationship-building expertise with field partners and cross-functional teams.
• Process improvement and innovation mindset to optimize annuity operations.
• Virtual presentation and training skills using tools like Zoom and Teams.
• Independent decision-making with sound judgment in escalations.

Education & Experience

To qualify for this Annuity Relationship Manager position at Guardian Life:

• 6+ years of financial services experience, preferably with direct consumer or field-facing responsibilities in annuities or insurance.
• Bachelor’s degree or equivalent relevant industry experience.
• FINRA Series 6 license preferred; deep knowledge of fixed, variable, and indexed annuity products required.
• Proven track record in customer service, relationship management, or annuity operations.

Compensation Overview

Salary Range: $59,110.00 - $88,660.00 annually. This good faith estimate reflects base pay for the primary Bethlehem, United States location. Actual salary will be determined based on education, experience, knowledge, skills, and abilities. In addition to base salary, this role may be eligible for annual, sales, or other incentive compensation, enhancing total rewards for top performers in annuity careers.

Benefits

Guardian Life is committed to your well-being with contemporary, flexible, and inclusive benefits:

• Comprehensive health, dental, and vision insurance plans.
• 401(k) retirement savings with generous company match.
• Paid time off, including vacation, sick days, and holidays.
• Professional development through skill-building and leadership programs.
• Philanthropic opportunities and employee resource groups.
• Hybrid work model with three days onsite in Bethlehem, PA (subject to business needs).
• Wellness programs, flexible spending accounts, and tuition reimbursement.
• Diverse, inclusive culture with high ethical standards.

Explore full benefits at www.guardianlife.com/careers/corporate/benefits. Benefits apply to full-time eligible employees.

Equal Employment Opportunity: Guardian is an equal opportunity employer committed to diversity and inclusion.