Internal Key Account Manager (Banks & Broker Dealers)

The Internal Key Account Manager (Banks and Broker Dealers) is responsible for on-boarding banks to distribute diversified annuity solutions. The person in this role will develop and implement business plans, in partnership with the sales leadership team, for designated banks and broker dealers to achieve stated sales goals and nurture long-term profitable relationships.

Your role and impact

Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Internal Key Account Manager:

• Building and maintaining relationships with banks and broker dealers across the country.
• Developing and executing sales and marketing plans for key accounts that meets or exceed designated sales targets.
• Growing existing product offerings with key banks and broker dealers while introducing new product opportunities.
• Working closely with the various departments across the company to execute firm specific business plans.
• Providing regular interface with firms to ensure the highest level of satisfaction.
  
  
  

What's In It For You

• Competitive pay: Fair compensation for your hard work.
• Healthcare coverage: Comprehensive medical, dental, and vision from day one.
• Life insurance: Company-paid coverage for you and your loved ones.
• 401(k) plan: Matching contributions to help secure your financial future.
• Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
• Work-life balance: Flexible time-off policy to recharge and pursue passions.
• Dress for your day: Express your style comfortably at work.
• Inclusion and Culture: A respectful environment that values unique contributions.
• Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
• Well-being focus: Programs to support a healthy balance between work and home life.
• Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
  
  
  

We're passionate about fostering an inclusive environment where everyone can thrive. Even if you don't meet every requirement, we encourage you to apply--your unique skills and experiences might make you the perfect fit for this role or another opportunity within our company.

,

What Sets You Up For Success

• A bachelor's degree or equivalent work experience
• At least seven years of key account/relationship management experience in the financial services industry, bank channel and annuity experience preferred.
• Can work remotely but must be able to travel up 50% of the time
• FINRA Series 6/7 and 63 registrations and state insurance license
• Strong ability to work independently and collaboratively
• Strong interpersonal skills including effective presentation and listening skills
• Proven track record of establishing, managing and growing relationships