National Key Accounts Manager
Great American Insurance Group
(Cincinnati, Ohio)Great American Insurance Group is engaged primarily in property and casualty insurance ("P&C"), focusing on specialized commercial products for businesses, and in the sale of traditional fixed and fixed-indexed annuities.
We are looking to fill a National Key Accounts Manager position for our IMO/IBD distribution channel. This position will consist of 50% travel and individuals must have existing relationships with or knowledge of financial technology companies.
- Grow annuity sales within the registered channel specifically focused on BD/RIA wholesaling effort.
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Develop relationships major custodians and 3rd party data aggregation systems.
- Develop an understanding of how their reporting works and looks, online client portals and how Great American’s annuity product line would fit into their software
- Work with these firms to accept and display fixed indexed annuity values correctly
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Liaison between outside technology (BDs/RIAs, IMOs, and software companies) and Great American Operations and Information Technology teams.
- Foster growth of annuity reporting within these firms
- Determine software and product recommendation programs that our BDs/RIAs/IMOs are using and how they are using them.
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Build relationships with technology teams at BDs and RIAs as well as technology companies.
- Determine key technology players within our current firms and work with them to discover sales opportunities within their software and producer groups.
- Candidates must have a Bachelor's Degree in business or related field.
- 5+ years of sales or marketing experience in the annuity industry.
- Series 6 and/or 7 and/or 65-66 along with a Life and Health license is preferred, but not required.
- Existing relationships with financial technology companies is required.
- Must have a good understanding of fee based advising and securities.
- Excellent communication and negotiation skills.
Working Conditions
Travel Percentage Up to 50%
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