Internal Account Manager

TEAM OVERVIEW 

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. 

POSITION SUMMARY 

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 workstreams 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: builds trust quickly with home-office and field partners and sustains it through consistent, high-quality follow-through. 
• Annuity product acumen: articulates product positioning, competitive differentiation, and profitability drivers with confidence. 
• Executional rigor: owns the details — agreements, approvals, campaign mechanics, and CRM hygiene — without needing to be chased. 
• Analytical thinking: uses market share, production, and campaign data to identify opportunities and inform partner strategy. 
• Collaboration in a matrix: partners effectively across Sales, Marketing, Product, Operations, Legal, and Compliance to move firm priorities forward. 
• Communication and executive presence: writes and speaks clearly, tailors the message to the audience, and represents Global Atlantic well externally. 
• Ownership and initiative: operates autonomously, anticipates issues, and drives resolution end-to-end. 
• Adaptability: navigates shifting firm priorities, market conditions, and regulatory changes with composure. 

 

This is the expected annual base salary range for this position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Base Salary $100,000