Strategic Account Associate- Annuity Team

Employer Industry: Financial Services

• Salary up to $65,000
• Eligible for variable compensation
• Comprehensive benefits package including medical, dental, vision, and a 401(k) plan
• Opportunity for career advancement and growth within the organization
• Supportive and collaborative work environment
• Chance to make a positive impact on client relationships and financial well‑being

• Support the organization’s key third-party distribution partners alongside Strategic Account Managers
• Manage new firm onboarding and operational/product shelf maintenance for distribution partners
• Serve as a liaison between the Strategic Account team and various internal departments (e.g., Compliance, Finance, Sales Desk)
• Develop presentations, conduct data analysis, deliver reports, and provide conference support
• Travel may be required as part of the role

• Minimum of 3 years of annuity distribution experience
• FINRA registration:
  Series 6 & 63
• Resident Life and Variable Insurance Licenses
• Bachelor’s Degree
• Strong proficiency in Excel and PowerPoint, with excellent verbal and written communication skills

• Demonstrated ability to work both independently and as part of a team
• Highly organized with strong attention to detail and multitasking abilities
• Knowledge of collaborative techniques and relationship management skills

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.