Annuity Account Manager (Finance)

Location: Remote - United States; 30–50% national travel, with frequent travel to regional offices for project work and team meetings.

Salary: $0.00–$0.00 base pay range, plus potential annual, sales, or other incentive compensation.

Company

hirify.global is an insurance and financial services company focused on supporting customers, employees, and communities.

What you will do

• Manage and grow relationships with broker-dealers, banks, registered investment advisors, and other third-party distribution partners.
• Serve as the primary contact for product, operational, onboarding, and account-management needs.
• Educate partners and advisors on fixed, indexed, and variable annuity products through training sessions, calls, and presentations.
• Monitor sales activity, pipeline, asset growth, and performance metrics, providing recommendations to leadership.
• Collaborate with sales, operations, compliance, and product teams on launches, pricing updates, servicing, and strategic initiatives.
• Identify distribution and wallet-share opportunities while resolving escalated issues and maintaining partner satisfaction.

Requirements

• Bachelor’s degree in Business, Finance, or a related field, or equivalent experience.
• 5+ years of experience in annuities, insurance, wealth management, or third-party distribution.
• Strong understanding of fixed, indexed, and/or variable annuity products.
• Experience working with broker-dealers, banks, RIAs, or other third-party financial institutions.
• Strong relationship management, communication, presentation, prioritization, and account-management skills.
• Must be legally authorized to work in the United States without current or future employer sponsorship.

Nice to have

• Existing FINRA licensing, including Series 6/7 and 63/66.

Culture & Benefits

• Flexible support for professional and personal goals.
• Skill-building, leadership development, and philanthropic opportunities.
• Inclusive resources and benefits focused on employee well-being.
• Full-time eligible employees may receive company benefits.

Hiring process

• Guardian may use AI tools for preliminary application screening, with an option to opt out and request an alternative process.
• Reasonable accommodations are available for applicants who need them during the application or interview process.