Account Manager

RSLI LTD

Account Manager managing relationships with Independent Marketing Organizations for annuities distribution. Collaborating with internal teams to drive profitable annuity growth and enhance producer experience.

Posted 5/7/2026full-timePhiladelphia • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $80,640 - $107,660 per yearWebsite

About the role

Key responsibilities & impact

The Account Manager is responsible for managing and growing relationships with assigned Independent Marketing Organizations (IMOs) that distribute fixed, indexed, and variable annuity products.
This role serves as the primary liaison between the firm and its IMO partners, ensuring strong engagement, effective issue resolution, and execution of annuity-focused sales and growth initiatives.
Manage day-to-day relationships with assigned IMOs and key principals focused on annuity distribution
Develop deep understanding of each IMO’s annuity strategy, producer mix, and sales focus (e.g., FIA, MYGA, Other products)
Build trusted, consultative relationships that position the firm as a preferred annuity carrier
Support IMO‑led annuity sales initiatives, including product positioning, rate and feature updates, and sales campaigns
Coordinate with internal wholesalers to align IMO efforts with field sales priorities
Identify production trends, growth opportunities, and at-risk relationships within annuity lines
Support rollout of new annuity products, riders, crediting strategies, and pricing updates
Act as an escalation point for annuity case issues, including new business processing, suitability reviews, underwriting coordination, and policy issuance
Partner with operations and new business teams to improve annuity cycle times and producer satisfaction
Ensure IMOs and producers understand annuity processes, requirements, and expectations
Serve as the central coordination point between IMOs and internal teams (sales, product, operations, compliance, technology)
Communicate annuity-specific updates such as rate changes, product enhancements, underwriting requirements, and system changes
Support IMO business reviews, annuity planning sessions, and strategic growth discussions
Ensure annuity distribution activities align with regulatory requirements (e.g., suitability/best interest standards) and firm policies
Partner with compliance and legal teams on annuity-related questions or escalations
Track annuity production, trends, persistency indicators, and partner engagement metrics
Prepare relationship and production summaries for sales leadership
Use insights to recommend actions that improve annuity growth, mix, and partner performance

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
5+ years of experience in annuity distribution, insurance, or retirement financial services
Direct experience working with IMOs, BGAs, or similar third-party annuity distribution partners
Strong knowledge of fixed, indexed, and/or variable annuity products
Proven relationship management and issue‑resolution skills
Experience supporting annuity new business, underwriting, or operations, preferred
Familiarity with annuity suitability, best interest, and regulatory requirements, preferred
Experience partnering with wholesalers and field sales organizations, preferred
CRM experience (e.g., Salesforce), preferred
Ability to Travel: Up to 50%

Benefits

Comp & perks

An annual performance bonus for all team members
Generous 401(k) company match that is immediately vested
A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.
For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
Multiple options for dental and vision coverage
Company provided Life & Disability Insurance to ensure financial protection when you need it most
Family friendly benefits including Paid Parental Leave & Adoption Assistance
Hybrid work arrangements for eligible roles
Tuition Reimbursement and Continuing Professional Education
Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays.
As you grow with us, your PTO may increase based on your level within the company and years of service.
Volunteer days, community partnerships, and Employee Assistance Program
Ability to connect with colleagues around the country through our Employee Resource Group program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

annuity distributionfixed annuitiesindexed annuitiesvariable annuitiesunderwritingsuitability reviewssales campaignscrediting strategiespricing updatesrelationship management

Soft Skills

issue resolutionconsultative relationshipscommunicationcollaborationstrategic planningproblem-solvinganalytical skillsengagementcustomer satisfactionteam coordination