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Guardian Life · 2 hours ago

Annuity Relationship Manager

Bethlehem, PA

Full-time

Hybrid

Mid, Senior Level

$59K/yr - $89K/yr

6+ years exp

Guardian Life is seeking a highly skilled and relationship-focused Annuity Relationship Manager to support all aspects of annuity new business administration. The role involves partnering with internal teams and field representatives to ensure exceptional service and a seamless consumer experience while managing inquiries and building strong relationships with field partners.

DentalFinancial ServicesHardwareInsuranceLife Insurance

No H1B

Responsibilities

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

Qualification

Annuity product knowledgeFinancial services experienceFINRA Series 6 licenseVirtual platformsCommunication skillsConsumer-centric mindsetAdaptabilityCollaborationProblem-solving

Required

6+ years of financial services experience, including direct consumer or field-facing responsibilities

Bachelor's degree or equivalent industry experience

Deep knowledge of fixed, variable, and indexed annuity products

Excellent phone presence—articulate, 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

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