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Talcott Financial Group
Talcott Financial Group
501 – 1,000 Employees
FinanceInsurance
Talcott Financial Group is a financial services and insurance company focused on retirement and institutional risk-transfer solutions. Its offerings include fixed and fixed-indexed annuities, such as EverGuard and EverStead MYGA, designed for individual retirement planning, alongside customized liability-transfer and capital solutions for institutional clients. Talcott operates through insurance company issuers including Talcott Resolution Life and related entities, and works with Sixth Street to access capital for its risk solutions business. The company combines insurance expertise, balance-sheet resources, and tailored product design to serve retirement savers and institutional partners.
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Relationship Manager, Retail Annuity Distribution

Lead Talcott Financial Group’s U.S. retail annuity distribution by developing advisor relationships, generating sales, and delivering product training. The role includes 70% domestic travel and 30% home-office calling.

USUnited StatesCTConnecticutNCNorth CarolinaRemoteFull-timeMiddleSeniorEnglish RequiredAccount ManagerSales

Description

  • Build and expand Talcott’s retail distribution infrastructure
  • Create short- and long-term strategies to strengthen client relationships, generate new business, and increase revenue
  • Partner across functions to assess how product and service improvements affect company strategy and operations
  • Work with the Head of Retail Distribution to create business plans that support sales and growth targets
  • Promote Talcott annuities to IMO marketers, independent agents, and independent financial advisors
  • Spend 70% of working time meeting in person with IMO principals, marketers, and agents, and 30% making outbound calls from the home office
  • Maintain marketer and producer relationships while sharing market, industry, and product updates
  • Find and develop new advisors while deepening relationships with current advisors
  • Generate sales through outbound calls, webinars, field initiatives, and face-to-face meetings
  • Maintain regular contact with assigned agents and marketers
  • Develop, launch, and follow up on email campaigns
  • Organize and lead national conference calls, webinars, GoToMeetings, and campaigns
  • Deliver individual and group product and sales training through seminars, workshops, and conferences
  • Allocate resources within the assigned territory through coordinated marketing and sales initiatives
  • Manage the assigned budget and expense account
  • Update the CRM daily with contacts, notes, activities, and follow-up actions
  • Uphold a consistently professional standard of conduct
  • Use thorough knowledge of fixed and fixed indexed annuities to explain their role in clients’ broader financial plans

Requirements

  • At least five years of relevant sales experience in the industry
  • Bachelor’s degree or equivalent professional experience
  • Digital and virtual capabilities, with the ability to contribute to the development of future systems
  • Experience selling annuities is strongly preferred
  • Experience with the IMO distribution channel is strongly preferred
  • A state insurance license is strongly preferred
  • Comfort using computer applications such as Word, Excel, and PowerPoint
  • Experience with annuity illustration software is preferred
  • Self-directed and able to work independently
  • Demonstrated sales ability and strong presentation skills
  • Ability to build and sustain productive professional relationships
  • Ability to manage competing priorities while meeting defined sales and marketing goals

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