Bethlehem, PA, 18025, USA
3 days ago
Annuity Relationship Manager
The **Guardian Annuity New Business CARE Team** is seeking a highly skilled and relationship-focused Annuity Relationship Manager to support all aspects of annuity new business administration. In this role, you will partner closely with internal teams, distributors, and field representatives to ensure exceptional service and a seamless consumer experience. This role is ideal for someone who is analytically strong, intellectually curious, adaptable, and passionate about delivering personalized and meaningful service interactions. As a member of the CARE Team, you embody our commitment to Communicate, Advocate, Respond, and Empower—the behaviors that define how we deliver care to our consumers and field partners. **You Are** + Highly adaptable, comfortable with change, and able to operate effectively in evolving environments. + Collaborative and growth-minded, contributing positively to team culture and performance. + Passionate about consumer experience and motivated to deliver high-impact, personalized service. + Skilled at juggling multiple responsibilities while prioritizing high-value interactions. + A confident, resourceful decision-maker who resolves issues independently using sound judgment. + Capable of managing difficult conversations and controlling escalations with professionalism. **You Will** + Serve as a subject matter expert in annuities, demonstrating deep knowledge of product types, features, and regulatory considerations. + Manage incoming and outgoing calls as a primary point of contact for field partners, ensuring all inquiries are resolved efficiently and accurately. + Meet or exceed key performance metrics, including call volume, schedule adherence, quality assurance scores, and consumer satisfaction surveys. + Build strong relationships with field partners, providing proactive guidance, clear communication, and reliable follow-through. + Collaborate with Product Management, Compliance, and cross-functional teams to support successful and compliant product launches. + Support day-to-day team operations and flex into various roles during periods of absence or increased volume. + Consistently deliver high-quality work that meets or exceeds service level agreements and quality standards. + Identify opportunities to enhance processes, improve consumer experiences, and contribute to the continual evolution of the CARE model. **You Have** + 6+ years of financial services experience, including direct consumer or field-facing responsibilities. + Bachelor’s degree or equivalent industry experience. + FINRA Series 6 license preferred. + Deep knowledge of fixed, variable, and indexed annuity products. + Excellent phone presence—articulate, confident, professional, and relationship-oriented. + Experience training or presenting to groups through virtual platforms such as Zoom or Teams. + Strong communication skills, both written and verbal. + A consumer-centric mindset with a passion for delivering exceptional experiences. **Location** This is a hybrid role, requiring three days per week onsite in either the Bethlehem, PA or Pittsfield, MA office. Team members must be able to come to campus as needed. Onsite requirements are subject to change based on business needs. **Salary Range:** $59,110.00 - $88,660.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. **Our Promise** At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._ **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, affectional or 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 access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact MyHR@glic.com. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site. **Visa Sponsorship** Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship. **Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.** Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com . Visa Sponsorship: Guardian Life is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship.
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