Annuity And Client Success Manager

gainbridge.io

Zionsville, India
Not specified; not specified; benefits: comprehens...
Hybrid
Active life and health license
Series 6 and 63 licenses required
Series 26 license or ability to obtain
Gainbridge, part of the Group 1001 family, is seeking an Annuity and Client Success Manager to lead a team in enhancing client experiences in the life and annuity sector. This hybrid position emphasizes innovation, empathy, and a commitment to client satisfaction while fostering a collaborative environment

Job Summary

  • The role blends innovative technology with empathy to redefine client experience in the life and annuity sector while providing comprehensive support to Direct to Consumer clients.
  • Managers are responsible for developing and overseeing a formal asset retention program that combines data analytics and relationship management to maximize client lifetime value.
  • Employees eligible for benefits including health, dental, vision, life insurance, disability coverage, and a 401K plan with company matching contributions.

Matching Summary

Match Score: 85

Gainbridge, part of the Group 1001 family, is seeking an Annuity and Client Success Manager to lead a team in enhancing client experiences in the life and annuity sector. This hybrid position emphasizes innovation, empathy, and a commitment to client satisfaction while fostering a collaborative environment.

Salary

Not specified; Not specified; Benefits: Comprehensive health, dental, vision, life, disability, and 401K match

Skills & Requirements

Must-have

  • Active Life and Health License
  • Series 6 and 63 Licenses Required
  • Series 26 License or ability to obtain
  • Experience leading and managing a team
  • Bachelor's Degree or equivalent experience

Nice-to-have

  • Experience leading hybrid remote workforce
  • Multichannel digital experience background
  • Data-driven analytical mindset
  • Entrepreneurial mindset and adaptability
  • Strong communication and interpersonal skills

Key Requirements

  • Active Life and Health License
  • Series 6 License
  • Series 63 License
  • Series 26 License
  • Team leadership experience

Work Rights

Not specified

Tailored Resume

Cover Letter