Note: The job is a remote job and is open to candidates in USA. Reliance Matrix is a company that specializes in annuity distribution, and they are seeking an Account Manager to manage and grow relationships with Independent Marketing Organizations (IMOs). The role involves serving as the primary liaison for IMOs, supporting annuity sales initiatives, and ensuring compliance with regulatory requirements.
Responsibilities
- Manage day-to-day relationships with assigned IMOs and key principals focused on annuity distribution
- Develop deep understanding of each IMO’s annuity strategy, producer mix, and sales focus (e.g., FIA, MYGA, Other products)
- Build trusted, consultative relationships that position the firm as a preferred annuity carrier
- Support IMO‑led annuity sales initiatives, including product positioning, rate and feature updates, and sales campaigns
- Coordinate with internal wholesalers to align IMO efforts with field sales priorities
- Identify production trends, growth opportunities, and at-risk relationships within annuity lines
- Support rollout of new annuity products, riders, crediting strategies, and pricing updates
- Act as an escalation point for annuity case issues, including new business processing, suitability reviews, underwriting coordination, and policy issuance
- Partner with operations and new business teams to improve annuity cycle times and producer satisfaction
- Ensure IMOs and producers understand annuity processes, requirements, and expectations
- Serve as the central coordination point between IMOs and internal teams (sales, product, operations, compliance, technology)
- Communicate annuity-specific updates such as rate changes, product enhancements, underwriting requirements, and system changes
- Support IMO business reviews, annuity planning sessions, and strategic growth discussions
- Ensure annuity distribution activities align with regulatory requirements (e.g., suitability/best interest standards) and firm policies
- Partner with compliance and legal teams on annuity-related questions or escalations
- Reinforce compliant, ethical annuity sales practices across IMO and producer relationships
- Track annuity production, trends, persistency indicators, and partner engagement metrics
- Prepare relationship and production summaries for sales leadership
- Use insights to recommend actions that improve annuity growth, mix, and partner performance
Skills
- Bachelor's degree or equivalent experience
- 5+ years of experience in annuity distribution, insurance, or retirement financial services
- Direct experience working with IMOs, BGAs, or similar third-party annuity distribution partners
- Strong knowledge of fixed, indexed, and/or variable annuity products
- Proven relationship management and issue‑resolution skills
- Experience supporting annuity new business, underwriting, or operations
- Familiarity with annuity suitability, best interest, and regulatory requirements
- Experience partnering with wholesalers and field sales organizations
- CRM experience (e.g., Salesforce)
Benefits
- An annual performance bonus for all team members
- Generous 401(k) company match that is immediately vested
- A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
- Multiple options for dental and vision coverage
- Company provided Life & Disability Insurance to ensure financial protection when you need it most
- Family friendly benefits including Paid Parental Leave & Adoption Assistance
- Hybrid work arrangements for eligible roles
- Tuition Reimbursement and Continuing Professional Education
- Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
- Volunteer days, community partnerships, and Employee Assistance Program
- Ability to connect with colleagues around the country through our Employee Resource Group program
Company Overview