Job Summary
The AVP, Operations Relationship Management & Onboarding is responsible for developing and leading a team that cultivates, enhances, and successfully maintains strategic multi-channel distributor & agency relationships for F&G’s expanding distribution footprint. This role strengthens the service experience for key distribution firms and advisors by improving service resolution, enhancing advisor loyalty, and improving overall customer satisfaction. In addition, this role is accountable for the enterprise distributor onboarding strategy, ensuring consistent, timely, and accurate onboarding experiences across all channels and product lines. The AVP partners closely with Operations, Distribution Enablement, Compliance, Sales, and other internal stakeholders to identify trends, resolve systemic issues, and drive procedural improvements that support both relationship management and onboarding excellence.
Duties & Responsibilities
- Lead the team representing F&G Operations to external distribution partners, vendors, and insurance industry organizations.
- Ensure Operations messaging is consistent and aligned with enterprise strategies across distributor presentations, external communications and partner interactions.
- Lead the Relationship Management team in effectively supporting the expanding F&G multi-channel distribution footprint
- Contribute to the annual development of and adherence to the departmental budget
- Develop and maintain strong strategic relationships both internally at F&G as well as externally within the insurance industry.
- Enhance relationships with key service providers and vendors, customers, financial advisors, wholesaling staff and distributor contacts.
- Provide proactive and regular communication of changes to policies and procedures, project initiatives, and performance metrics.
- Drive operational processing improvements based on analysis of business trends from the team and feedback from sales and distributors.
- Understand the operational needs of key distributors and champion their needs in project prioritization discussions.
- Work with Retail Operations and Sales Support team to fully resolve both pre-sale and post-sale escalated service issues efficiently, perform root cause analysis, communicate resolution on issues and take actions toward service recovery.
- Provide guidance/mentoring where appropriate to key service providers, vendors, and other service organization employees regarding successful operational relationship management, problem resolution, and service excellence.
- Accountable to drive positive impact toward low effort, high satisfaction service for our customers
- Develops and drives Operations Relationship Management strategy in alignment F&G strategic priorities.
- Provides sound consultative guidance to projects and programs aimed at reducing agent/customer effort and ensuring awareness around process impact.
Minimum Qualifications
- Bachelor's or degree or equivalent work experience preferred
- 10+ years of experience in financial services, life insurance, annuities, or retirement plans.
- 4+ years in a management or leadership role with direct reports.
- Experience working with distribution partners, onboarding processes, or operational relationship management strongly preferred.
Other Requirements
- This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.
- Perform other functions, duties and projects as assigned
- Regular and punctual attendance
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Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected].
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA 2022 – 2023
2Des Moines Register Top Workplaces 2018 – 2022
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Skills Required
- Bachelor's degree or equivalent work experience preferred
- 10+ years of experience in financial services, life insurance, annuities, or retirement plans
- 4+ years in a management or leadership role with direct reports
- Experience working with distribution partners, onboarding processes, or operational relationship management
What We Do
Established in 1959, F&G is headquartered in Des Moines, Iowa, and offers unique life insurance and annuity solutions to meet individual financial security needs through a national network of financial professionals. Our products have protected over 700,000 people across the United States. F&G is a company of individuals who believe in the power of partnerships, encourage innovation and creativity, and are transparent about decisions while delivering on their commitments. These values allow F&G to help you turn your aspirations into reality.
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