Sr. Relationship Manager

Required

• Bachelor's degree and 8 or more years of related work experience, OR an advanced degree and 5 or more years of related experience, OR 12 or more years of total equivalent work experience.
• Relevant experience in life insurance, annuities, financial services, relationship management, distribution support, Operations, business readiness, or a related field.
• Strong insurance industry and distribution acumen, including an understanding of current market trends, competitive practices, and how different agency structures affect onboarding, service, technology, training, and quality of business.
• Strong knowledge of life insurance and/or annuity distribution and the operational processes that support new business, underwriting, policy issuance, service, and field support.
• Knowledge of different distribution models, such as MLM, IMO, Direct, Brokerage, or comparable structures.
• Demonstrated experience leading complex partner relationships, onboarding, operational initiatives, or cross-functional problem solving.
• Demonstrated creative problem-solving skills and the ability to develop practical, scalable solutions for ambiguous or emerging business needs.
• Proven ability to work proactively, identify opportunities without waiting for formal direction, and move ideas from concept through execution and measurable results.
• Ability to independently evaluate ambiguous business issues, choose appropriate approaches, and influence outcomes without direct authority.
• Experience using operational metrics, partner insight, and business context to identify trends, explain what is driving performance, and recommend improvements.
• Experience developing business cases, recommendations, or initiatives that influenced operational or technology priorities.
• Strong written, verbal, presentation, and facilitation skills, including the ability to prepare briefing materials and communicate effectively with senior internal and external stakeholders.