Annuity Product Associate Manager

American Fidelity Assurance Company; Oklahoma City (OK); On-site; USD 100,000 - 150,000; Full time

Job summary

American Fidelity Assurance Company seeks an experienced professional to assist in directing annuity product strategy and execution. You will support cross-functional teams across Product Management, Sales, Compliance, Marketing and Operations to drive growth and profitability.

The role emphasizes strong communication, industry knowledge, and the ability to translate market needs into product initiatives and training materials.

Qualifications

• Bachelor's degree or equivalent experience required; 5+ years in related fields may substitute for education.
• Strong background with annuity products in PM, development or sales.
• Experience with retirement plans, securities and related regulation.
• Excellent written and verbal communication; ability to prepare summaries and presentations.
• Ability to collaborate with Product Management, Sales, Compliance, Marketing, Operations.
• Familiarity with 403(b), 457(b), 401(a) and 401(k) plans and IRA rules.
• Knowledge of SEC, FINRA and state regulations applicable to annuities

Responsibilities

• Assist in communicating and implementing business plans and strategic direction for the annuity product line.
• Support monitoring of product line growth, profitability, and performance trends; assist with corrective actions.
• Collaborate with Customer SBUs, Product Manager, and leadership to identify product needs and support development, marketing, training and operations.

Skills

Annuity products

Product management

Sales experience

Public speaking

Communication skills

Regulatory knowledge

Team collaboration

Problem solving

Research & analysis

Education

Bachelor's degree in actuarial science, marketing, finance, economics, or similar

5+ years experience in investment, broker/dealer, insurance, annuities, marketing, compliance, operations, or financial product (in lieu of degree)

Job description

• Assists in communicating and implementing business plans and strategic direction for the annuity product line under the guidance of the Annuity Product Manager.
• Supports monitoring of product line growth, profitability, and performance trends and assists with coordinating corrective actions as directed.
• Participates collaboratively with Customer Strategic Business Units (SBU), the Product Manager, and product leadership to identify product needs and support product development, marketing, training, and operational activities.

Education and Licenses

Bachelor's degree in actuarial science, marketing, finance, economics, or similar. At least 5 years experience in investment, broker/dealer, insurance, annuities, marketing, compliance, operations, or financial product will be considered in lieu of degree.

Technical Skills and Requirements

• Strong background with annuity products, either in product management, development or in sales of annuity products, fixed, variable and other.
• Background in securities sales or management.
• Background in Retirement plan sales, service, administration and/or design.
• Strong written and verbal communication skills, including the ability to prepare clear summaries, presentations, marketing or other supporting materials.
• Background in public speaking or public presentations.
• Ability to support the Company's participation in industry meetings, association activities, and regulatory or product related initiatives as directed.
• Strong interpersonal skills and ability to collaborate effectively with Product Management, Sales, Compliance, Marketing, Operations and other stakeholders.
• Ability to identify product, market, operational, regulatory or competitive issues and assist with researching and analyzing impact and potential solutions or responses.
• Good problem-solving skills
• Exhibits good judgment in decision making.
• Proactively able to support execution of product initiatives, complete assigned tasks and drive timely completion of work.
• Strong understanding of insurance and investment product concepts and profit emergence.
• Proven ability to work collaboratively with other areas of discipline to support product initiatives and process improvements.
• Effective knowledge and understanding of enrollment and operational systems.
• Effective knowledge of worksite marketing and niche markets.
• Familiarity with 403(b), 457(b) 401(a) and 401(k) plans, both pre- and post-tax.
• Familiarity with IRA, Roth IRA and other retirement account rules.
• Working knowledge of Securities, SEC, FINRA, and State regulations applicable to annuity products and broker/dealer activity.
• Experience supporting qualified plan sales, service, or operations is preferred.

#AFC