Annuity Product Associate Manager

Location: Oklahoma City, Oklahoma

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*Assists in communicating and implementing business plans and strategic direction for the annuity product line under the guidance of the Annuity Product Manager.

*Supports monitoring of product line growth, profitability, and performance trends and assists with coordinating corrective actions as directed.

*Participates collaboratively with Customer Strategic Business Units (SBU), the Product Manager, and product leadership to identify product needs and support product development, marketing, training, and operational activities.

Education and Licenses

• Bachelor's degree in actuarial science, marketing, finance, economics, or similar. At least 5 years experience in investment, broker/dealer, insurance, annuities, marketing, compliance, operations, or financial product will be considered in lieu of degree.
• Technical Skills and Requirements
• Strong background with annuity products, either in product management, development or in sales of annuity products, fixed, variable and other.
• Background in securities sales or management.
• Background in Retirement plan sales, service, administration and/or design.
• Strong written and verbal communication skills, including the ability to prepare clear summaries, presentations, marketing or other supporting materials.
• Background in public speaking or public presentations.
• Ability to support the Company’s participation in industry meetings, association activities, and regulatory or product related initiatives as directed.
• Strong interpersonal skills and ability to collaborate effectively with Product Management, Sales, Compliance, Marketing, Operations and other stakeholders.
• Ability to identify product, market, operational, regulatory or competitive issues and assist with researching and analyzing impact and potential solutions or responses.
• Good problem-solving skills
• Exhibits good judgment in decision making.
• Proactively able to support execution of product initiatives, complete assigned tasks and drive timely completion of work.
• Strong understanding of insurance and investment product concepts and profit emergence.
• Proven ability to work collaboratively with other areas of discipline to support product initiatives and process improvements.
• Effective knowledge and understanding of enrollment and operational systems.
• Effective knowledge of worksite marketing and niche markets.
• Familiarity with 403(b), 457(b) 401(a) and 401(k) plans, both pre- and post-tax.
• Familiarity with IRA, Roth IRA and other retirement account rules.
• Working knowledge of Securities, SEC, FINRA, and State regulations applicable to annuity products and broker/dealer activity.
• Experience supporting qualified plan sales, service, or operations is preferred.

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