Guardian Life · 23 hours ago
Annuity Relationship Manager
Pittsfield
Full-time
Hybrid
Mid, Senior Level
$59K/yr - $89K/yr
6+ years expGuardian Life is a leading insurance company seeking a highly skilled Annuity Relationship Manager to support annuity new business administration. This role involves partnering with internal teams and field representatives to ensure exceptional service and a seamless consumer experience.
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
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
Preferred
FINRA Series 6 license preferred
Benefits
Support and flexibility to achieve your professional and personal goals
Skill-building
Leadership development
Philanthropic opportunities
Opportunities to build communities and grow your career
Contemporary, supportive, flexible, and inclusive benefits and resources
Company
Guardian Life
Guardian Life Insurance Company of America (Guardian) is one of the country’s leading mutual insurers.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2016-08-23Non Equity Assistance
Leadership Team
Andrew McMahon
Chairman and CEO
Michael Prestileo
Chief Strategy Officer
Recent News
2025-12-11
Company data provided by crunchbase