Annuity Relationship Manager (Hybrid)

Job Title

Guardian’s Annuity Operations CARE team seeks an Annuity Relationship Manager.
Job Overview

The Annuity Relationship Manager will support all facets of annuity operations, working with internal and external partners to deliver high‑quality consumer experiences and meet performance metrics. This role requires strong analytical skills, problem‑solving ability, and a passion for continuous improvement.
Key Responsibilities

Serve as a subject‑matter expert on annuity products (fixed, variable, indexed) and related regulations.
Manage incoming and outgoing phone calls and emails for new business, in‑force, and pre‑sale inquiries.
Act as the primary point of contact for field partners, ensuring timely and professional handling of all requests and communications.
Partner with Talcott Resolution to manage in‑force escalation processes.
Meet and exceed individual performance metrics, including average calls per day, daily schedule adherence, quality assurance call scores, and consumer survey scores.
Collaborate with Product Management, Compliance, and other departments to launch products in a compliant and successful manner.
Support day‑to‑day team activities, including covering roles during absences or increased business volumes.
Operate at a high level to consistently exceed quality goals and service‑level agreement standards.
Qualifications

5+ years of experience in the financial services industry, with direct customer‑service experience.
Knowledge of annuity products, including fixed, variable, and indexed annuities.
Excellent phone‑based communication skills: articulate, polite, confident, and able to build relationships with field partners.
Experience in field training and presenting to small or large groups via Zoom or Teams.
Consumer‑centric mindset and exceptional written and verbal communication skills.
Independent decision‑maker who can utilize resources and logic to solve problems quickly with minimal supervision.
Bachelor’s degree preferred.
FINRA Series6 or7 preferred.
Reporting Relationships

Reports to the Head of Annuity Operations Distributor Relationships and In‑force Administration, who reports to the Head of Annuity and New Business Operations.
Location

Hybrid role: 3 days per week in the Bethlehem, PA office. In‑office days are subject to change.
Compensation

Salary Range: $59,110.00 – $88,660.00. Final salary determined by education, experience, knowledge, and abilities. Eligibility for annual, sales, or other incentive compensation may apply.
Benefits

Benefits apply to full‑time eligible employees. Specific benefits details are available at the company’s benefits portal.
Equal Employment Opportunity

Guardian is an equal‑opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Accommodations

Guardian is committed to providing reasonable accommodation for individuals with disabilities. Please contact

MyHR@glic.com

for accommodation requests.
Visa Sponsorship

Guardian does not sponsor employment visas. Applicants must be legally authorized to work in the United States without employer sponsorship.

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