1 field wholesaler jobs found in Philadelphia, PA

Job Responsibilities and Requirements The Account Manager, Annuities Distribution, is responsible for managing and growing relationships with assigned Independent Marketing Organizations (IMOs) that distribute fixed, indexed, and variable annuity products. This role serves as the primary liaison between the firm and its IMO partners, ensuring strong engagement, effective issue resolution, and execution of annuity-focused sales and growth initiatives. The Account Manager partners closely with internal wholesaling, product, operations, and compliance teams to drive profitable annuity growth while supporting a high-quality producer experience. IMO & Annuity Partner Management 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...