Internal Account Manager
Wayne, Passaic County, New Jersey, 07470, USA
Listed on 2026-08-20
-
Sales
Account Manager
Internal Account Manager
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds.
KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.
The Annuity Strategic Accounts team owns Global Atlantic's most important annuity distribution relationships across banks, broker-dealers, wirehouses, IMOs, and IBDs. The team is responsible for firm-level partnership strategy, product shelf placement, promotional programs, and cross-functional coordination with Sales, Marketing, Product, Operations, and Compliance to drive profitable annuity growth with our largest strategic partners.
The Account Manager, Annuity Strategic Accounts serves as a key relationship owner and internal quarterback for a book of assigned strategic partner firms. Reporting into Annuity Strategic Accounts leadership, this role partners with external and internal wholesalers, firm home-office contacts, and cross-functional stakeholders to execute the partnership plan, keep the shelf and agreements current, drive campaign and promotional execution, and deliver data-driven insights that grow annuity market share within each firm.
Responsibilities:
- Serve as the day-to-day relationship owner for an assigned set of strategic annuity partner firms, aligning firm priorities with Global Atlantic's annuity strategy and product roadmap.
- Partner with external wholesalers, Divisional Sales Managers, and firm home-office contacts to execute the partnership plan, drive shelf placement, and grow annuity sales across Fixed, Fixed-Indexed, RILA, SPIA/DIA, and Variable Annuities.
- Maintain and renew firm selling agreements, product approvals, compensation schedules, and operational requirements in coordination with Legal, Compliance, Product, and Operations.
- Lead the design, launch, and post-mortem measurement of firm-level sales campaigns and promotional programs, translating results into actionable recommendations for sales leadership.
- Track and report firm-level market share, production trends, rate competitiveness, and business mix; proactively flag shifts to channel leadership and Competitive Intelligence.
- Own accurate, timely activity, opportunity, and account data in Salesforce so wholesalers, managers, and executives have a single source of truth on each partner firm.
- Coordinate partner events, training sessions, and executive touchpoints, and represent Global Atlantic as an ambassador of the annuity product suite and value proposition.
- Partner with Marketing to develop firm-approved materials, thought leadership, and communications that support field engagement and end-advisor adoption.
Qualifications:
- 3+ years of experience in annuity, insurance, or investment product distribution, ideally in an account management, sales support, or channel role.
- Bachelor's degree required.
- FINRA Series 7, 63 and Life & Health license required, or willingness to obtain within a defined timeframe.
- Working knowledge of annuity products (Fixed, FIA, RILA, SPIA/DIA, VA) and the U.S. wealth distribution landscape (banks, wirehouses, IBDs, RIAs, IMOs).
- Proficiency in Salesforce and Microsoft Office (Excel, PowerPoint, Word, Outlook); comfort turning data into insight for executive audiences.
- Excellent written and verbal communication skills, with the ability to present credibly to home-office and field partners.
- Strong project management skills and the ability to run multiple firm work streams in parallel in a fast-paced, matrixed environment.
- Willingness to travel up to 20% for firm meetings, conferences, and internal events.
Critical competencies for success:
- Relationship management:…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).