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.