Reliance Matrix
Annuities Distribution
AccountManager-IMO
Neural analysis suggests this role is
optimal for Mid candidates.
“Account Manager - IMO at Reliance Matrix. Skills: Managing and growing relationships with assigned Independent Marketing Organizations (IMOs), Annuity distribution, Relationship management, Issue resolution. Manage day-to-day relationships with assigned IMOs and key principals focused on annuity distribution. Support IMO‑led annuity sales initiatives, including product positioning, rate and feature updates, and sales campaigns”
What You'll Achieve.
Drive profitable annuity growth; Improve annuity cycle times and producer satisfaction; Improve annuity growth, mix, and partner performance
Industry & Context.
Issue resolution skills
Up to 50% travel
What They're Looking For.
Must Have
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, Knowledge of fixed, indexed, and/or variable annuity products, Proven relationship management and issue-resolution skills
Nice to Have
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)
What You'll Do.
Manage day-to-day relationships with assigned IMOs and key principals focused on annuity distribution
Support IMO‑led annuity sales initiatives
including product positioning
rate and feature updates
Act as an escalation point for annuity case issues
including new business processing
underwriting coordination
Communicate annuity-specific updates such as rate changes
underwriting requirements
Ensure annuity distribution activities align with regulatory requirements (e.g.
suitabilityest interest standards) and firm policies
Track annuity production
persistency indicators
and partner engagement metrics
How You'll Work.
Team & Collaboration
Partnering closely with internal wholesaling, product, operations, and compliance teams to drive profitable annuity growth while supporting a high-quality producer experience; Coordinate with internal wholesalers to align IMO efforts with field sales priorities; Serve as the central coordination point between IMOs and internal teams (sales, product, operations, compliance, technology); Partner with compliance and legal teams on annuity-related questions or escalations
Communication Scope
Serve as the primary liaison between the firm and its IMO partners; Communicate annuity-specific updates such as rate changes, product enhancements, underwriting requirements, and system changes; Prepare relationship and production summaries for sales leadership
Full Job Description
# _**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 preferred annuity carrier **Annuity Sales Support & Growth Enablement** * 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 **Producer & Case Support** * 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 **Communication & Cross-Functional Coordination** * Serve as the central coordination point between IMOs and internal teams (sales, product, operations
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