Annuity Relationship Manager

Guardian Life

Annuity Relationship Manager at Guardian's Annuity Operations, responsible for managing consumer interactions and supporting operations. Focused on collaboration and delivering personalized experiences.

Posted 5/27/2026full-timeBethlehem • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $59,110 - $88,660 per yearWebsite

About the role

Key responsibilities & impact

Support all facets of annuity operations and work with partners
Handle incoming and outgoing phone calls and emails
Serve as a primary point of contact for field partners
Manage escalations and ensure compliance
Partner with various departments for product launches
Exceed individual performance metrics
Support day-to-day team activities and needs.

Requirements

What you’ll need

5+ years’ experience in the financial service industry
Direct customer service experience
A bachelor’s degree, preferred
FINRA Series 6 or 7, preferred
Knowledge of various annuity products, including fixed, variable, and indexed annuities
Excellent phone-based skills
Experience in field training and presenting to small/large groups via Zoom/Teams
Exceptional written and verbal communication skills.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible working arrangements
Professional development opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

customer serviceannuity productsfixed annuitiesvariable annuitiesindexed annuitiesfield trainingpresentation skills

Soft Skills

communication skillsphone-based skillsproblem-solvingteam collaborationperformance metrics

Certifications

FINRA Series 6FINRA Series 7