American Fidelity

Employer benefits strategies and administration services

Annuity Product Associate Manager

Product ManagementConfirmed live in the last 24 hours

Full-timeOklahoma City, OK, USANo salary listedIn-person

About the Job

Requirements

A bachelor's degree in actuarial science, marketing, finance, economics, or a similar field; alternatively, at least five years of experience in investment, broker/dealer, insurance, annuities, marketing, compliance, operations, or financial products may substitute for the degree.
Strong background with annuity products through product management, development, or sales, including fixed, variable, and other annuity products.
Background in securities sales or management.
Background in retirement plan sales, service, administration, or design.
Strong written and verbal communication skills, including the ability to prepare clear summaries, presentations, marketing materials, 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 their impact and potential solutions or responses.
Good problem-solving skills and sound judgment in decision-making.
Ability 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.
Ability to collaborate with other disciplines 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-tax 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.

Responsibilities

Assist in communicating and implementing business plans and strategic direction for the annuity product line under the guidance of the Annuity Product Manager.
Support monitoring product-line growth, profitability, and performance trends, and assist with coordinating corrective actions as directed.
Collaborate with Customer Strategic Business Units, the Product Manager, and product leadership to identify product needs and support product development, marketing, training, and operational activities.

Desired Qualifications

Experience supporting qualified plan sales, service, or operations.

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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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#AFC

About the Company

American Fidelity

Employer benefits strategies and administration services

American Fidelity provides benefits strategies for employers to help them design and manage employee benefits. They serve sectors such as education, public sector, automotive, and healthcare, and offer products including supplemental insurance, reimbursement accounts and administration, stop-loss insurance for self-funded plans, Section 125 plan administration, online benefits enrollment software, and ACA consulting. The company works by tailoring benefits packages to each employer’s needs—administering plans, handling compliance, and offering enrollment tools to make benefits easier for workers. Unlike competitors that push one-size-fits-all packages, American Fidelity emphasizes industry-specific guidance and customized recommendations. The goal is to help employers choose and manage benefits that support both their organizations and their employees while ensuring compliance and cost effectiveness.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: Not listed
Headquarters: Oklahoma City, OK
Founded: 1960

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