Annuity Product Associate Manager

American Fidelity Assurance Company; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

American Fidelity Assurance Company seeks an experienced professional to support the annuity product line, assisting in communicating strategic direction and coordinating initiatives under the guidance of the Annuity Product Manager.

The role focuses on monitoring growth, profitability, and performance trends, and collaborating with product leadership, Sales, Marketing, Compliance, and Operations to drive development, training, and market initiatives.

Qualifications

• Bachelor's degree required or equivalent experience in related fields.
• At least 5 years of experience in investment, broker/dealer, insurance, annuities, marketing, compliance, operations, or financial products.
• Strong written and verbal communication skills; ability to prepare clear summaries and materials.
• Ability to present publicly and engage in industry meetings and regulatory initiatives.
• Strong interpersonal skills and ability to collaborate with Product Management, Sales, Compliance, Marketing, and Operations.
• Familiarity with retirement accounts and related regulatory frameworks.

Responsibilities

• Communicate and implement business plans and strategic direction for the annuity product line under the guidance of the Annuity Product Manager.
• Monitor product line growth, profitability, and performance trends; assist with coordinating corrective actions as directed.
• Collaborate with Customer Strategic Business Units, Product Manager, and product leadership to identify needs and support development, marketing, training, and operations.

Skills

Annuity products knowledge

Product management

Strategic planning

Cross-functional collaboration

Public speaking

Communication skills

Problem solving

Analytical skills

Team collaboration

Education

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

Tools

Enrollment systems

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