Remote Annuity Partnerships Manager

Guardian Life; Montpelier (VT); Remote; USD 90,000 - 140,000; Full time

Job summary

Guardian Life is seeking a Senior Relationship Manager to lead annuity partnerships with third-party distributors. You will grow key accounts, coordinate across product, operations, and compliance, and deliver training to partners and advisors.

The role is fully remote with 30–50% national travel, primarily in the NE region. A 5+ year background in annuities or wealth management and FINRA licensure (or willingness to obtain) are preferred.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 5+ years in annuities, insurance, wealth management, or third-party distribution.
• Strong knowledge of fixed, indexed, and/or variable annuity products.
• Experience with broker-dealers, banks, RIAs, or other third-party financial institutions.

Responsibilities

• Manage and grow relationships with third-party distribution partners to drive annuity sales.
• Act as the primary point of contact for product, operational, and relationship needs across partner firms.
• Collaborate with internal sales, operations, compliance, and product teams to support partner onboarding, launches, and ongoing servicing.
• Educate partners and their advisors on Guardian annuity products, positioning, and value propositions through training sessions, calls, and presentations.
• Monitor sales activity, pipeline, and performance metrics, providing insights and recommendations to leadership.
• Support rollout of new products, pricing updates, and strategic initiatives with third-party partners.
• Identify opportunities to expand distribution, increase wallet share, and improve partner engagement.
• Resolve escalated issues efficiently while maintaining strong partner satisfaction and trust.

Skills

Relationship management

Communication

Presentation skills

CRM tools

Sales reporting

Microsoft Office

FINRA licenses

Education

Bachelor's degree in Business/Finance

Tools

CRM software

Microsoft Office

Job description

Guardian Life is seeking a Senior Relationship Manager to lead annuity partnerships with third-party distributors. You will grow key accounts, coordinate across product, operations, and compliance, and deliver training to partners and advisors.

The role is fully remote with 30–50% national travel, primarily in the NE region. A 5+ year background in annuities or wealth management and FINRA licensure (or willingness to obtain) are preferred.