Reporting to the VP, Product Management Support, this position is responsible for leading the implementation of initiatives with emphasis on the individual fixed annuity business and a focus on new product considerations, ongoing product management and distribution/business partner support. The successful candidate for this position will be responsible for the timely and cost-effective delivery of small to large scale initiatives which includes leading a team, overseeing the development and delivery of adequate and compliant product and project documentation and effective management of department resources.
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POSITION REQUIREMENTS
Responsible for leading projects relating to the individual annuity business lines which can include initiatives driven by senior leadership, regulators, distributor demands, technology needs, etc.
Act as the change-agent in moving the implementation team processes to be consistent with the Individual Annuities prescribed processes.
Participates and leads discussion with key resource areas such IT to set initiative priorities.
Day-to-day management of product, project and agency managers in the management of the overall annuity product line and successfully implementing annuity product change initiatives.
Oversees and supports project documentation (project plans, presentations, business requirements, training materials, etc.)
Oversees Project Implementation Team meetings and other meetings that include thoughtful preparation of meeting agendas, leading of meetings, identification of follow-up items, contributing to timely and thorough documentation and distribution of meeting minutes, as well as after meeting follow-up
Manages and cultivates contacts throughout the annuity organization (Houston, Woodland Hills, and Amarillo)
Manages agency and sales force communications related to new product initiatives – including the development of letters, agency product change submissions and works with the company’s national account management team to ensure that all firms are ready to launch product initiatives on time
Oversees surveys and other research activities to support distribution of annuity products and services
Fulfills other tasks as necessary to ensure timely, accurate, and cost effective support and implementation of projects supporting the sales and/or distribution of the company’s products.
Position Requirements:
KNOWLEDGE/SKILLS
7+ years of project/product management, product development, distributor back/home office support in the financial services industry
BA/BS in business administration, marketing, finance, or related field preferred
Excellent verbal and written communication skills
Excellent MS Office (Word, Excel, PowerPoint, Access) skills
Strong analytical and problem solving skills – ability to understand impacts of simple to complex concepts
Ability to effectively multi-task in a fast-paced environment and adhere to deadlines
Proven experience in presenting ideas to key contributors throughout an organization
Ability to visualize and/or contribute to the presentation of an idea or project (from concept and design to presentation)
Impeccable organization and follow-up skills
Annuity (fixed, indexed and, or variable) experience (preferably in an operational, product management, project management, distributor/agency, sales, or marketing capacity)
Annuity Industry knowledge (understand service, sales, distribution, and regulatory matters)
Ability to foster effective working relationships with peers within and across organizational lines
Proven track record in successfully leading teams, managing others, and meeting deadlines
Understanding of Broker/Dealer, IMO/BGA and life insurance agency marketing organizations and sales practices
Ability to quickly adapt and adjust to change
Results rather than task orientation
Ability to design presentations for new initiatives and effectively deliver presentations to various audiences
Ability to effectively manage internal/external relationships successfully deploying departmental resources
Ability to quickly assess strengths/weaknesses and address potential issues
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