Internal Account Manager

📋 Description

• Key relationship owner for strategic annuity partner firms.
• Collaborate with external wholesalers, divisional managers, and home-office contacts to execute
• Drive shelf placement, campaigns, and promotional execution for annuity products.

🎯 Requirements

• 3+ years in annuity, insurance, or investment product distribution.
• Bachelor’s degree required.
• FINRA Series 7, 63 and Life & Health licensing or willingness to obtain.
• Experience with Salesforce and Microsoft Office; data-to-insight skills for exec audiences.
• Strong communication, project management, and ability to multitask in a matrix environment.
• Willingness to travel up to 20% for meetings and events.

🎁 Benefits

• Base Salary $100,000; discretionary bonus potential.
• Equal opportunity employer; accommodations available upon request.