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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in strategic management and growth of annuity products, with a strong focus on sales execution, partner engagement, and financial performance management. Proven ability to build relationships with distribution partners and lead cross-functional teams effectively.
Highest-signal resume keywords
Annuity Business ManagementSales ExecutionStrategic Relationship DevelopmentFinancial Performance ManagementLeadership and Team Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ManagementFinancial AnalysisBudget ManagementMarket IntelligencePerformance Reporting
Soft Skills
Exceptional Interpersonal SkillsExcellent Communication SkillsPro-active LeadershipAnalytical SkillsTeam Engagement
Certifications & Qualifications
Series 6 LicenseSeries 63 LicenseState Insurance LicenseCLUChFCCFPMSM
Industry Keywords
AnnuityLife InsuranceFinancial InstitutionsDistribution PartnersBroker Dealers
About the role
Key responsibilities & impact- Lead the growth, performance, and strategic management of F&G's annuity business across key Bank and Broker Dealer distribution partners
- Develop and strengthen strategic relationships and expand distribution opportunities
- Drive sales, revenue, profitability, and production results within the channel
- Lead the internal and external Direct Account Management organization
- Direct account strategy, sales execution, partner engagement, and resource deployment
- Manage financial performance of assigned strategic accounts, including budgets, expenses, resource allocation, and return on investment
- Execute the strategic sales and distribution plan for F&G annuity products within the Bank & Broker Dealer channel
- Build and maintain relationships with Annuity Banks, Broker Dealers, and distribution partners through meetings, business reviews, onsite visits, seminars, and industry events
- Provide leadership, coaching, and performance oversight for the Direct Account Management organization
- Collaborate with Marketing, Operations, Legal, Actuarial, Product Development, and Distribution leadership
- Provide market intelligence, competitive insights, and distributor feedback
- Prepare performance reports, business updates, and ad hoc analyses for the Chief Distribution Officer
- Participate in leadership committees and cross-functional initiatives
- Manage performance, develop talent, and support team engagement and effectiveness
Requirements
What you’ll need- Bachelor's Degree in marketing or management, or equivalent combination of education and experience
- Master's Degree in marketing or management preferred
- 15+ years of relevant experience
- Minimum 15 years of experience in the Annuity, Life or Financial Institutional business
- Minimum 10 years of sales, marketing and management experience
- Series 6, 63 and State Insurance License
- CLU, ChFC, CFP, or MSM industry designations desired but not required
- Profit-driven
- Exceptional interpersonal skills
- Excellent analytical skills
- Pro-active leadership and management abilities with a high degree of personal credibility
- Excellent communication and presentation skills
- Ability to represent the company effectively to internal and external audiences
- Ability to foster effective working relationships within the organization and with key accounts
- Ability to travel up to 70% of the time
Benefits
Comp & perks- Ability for in-office, hybrid and remote work arrangements, determined with the leader during the hiring process
- Employee-centric flexible/hybrid work environment
- Reasonable accommodations for applicants and candidates with disabilities
- Equal opportunity employer
- Employee-centric, collaborative, dynamic and authentic work culture