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Strategic Analyst Interns support value-creation initiatives across American Equity and Brookfield Wealth Solutions. Responsibilities include preparing financial analyses and presentations, developing financial and insurance capital models, conducting market and transaction research, analyzing operational data, identifying trends, and presenting strategic recommendations. The role offers mentorship, cross-functional project experience, and exposure to mergers and acquisitions, financing, product design, capital management, corporate development, and accounting.

The Business Development Specialist drives annuity sales within an assigned territory through hybrid wholesaling activities. Responsibilities include prospecting and recruiting financial advisors, onboarding and training them, executing territory sales and marketing strategies, managing broker-dealer relationships, conducting consultative sales, maintaining CRM records, coordinating with internal teams, and ensuring compliance. The role requires approximately 25–35% travel within the territory.

Drives annuity sales across a regional territory by developing advisor and financial institution relationships, executing strategic sales plans, educating advisors on products, expanding the producer base, forecasting demand, and exceeding territory goals. The role requires extensive networking, prospecting, product expertise, business development, sales resource prioritization, and frequent client meetings, seminars, and training events. Travel is required up to 75% of the time.

Provides executive administrative support, including calendar and travel management, communications, presentations, meeting coordination, confidential information handling, expense processing, vendor coordination, document management, and project tracking. Supports C-suite executives with office management, process improvements, and stakeholder communication while exercising independent judgment and maintaining multiple priorities.

Supports enterprise risk management by maintaining risk registers, monitoring risk indicators and events, performing basic risk and trend analysis, preparing reports and dashboards, coordinating risk assessments, validating risk data, and supporting regulatory, audit, governance, and policy activities. Collaborates with business units and risk functions while escalating significant or inconsistent information to ERM management.

Leads investment accounting, reporting, reconciliations, and analysis for insurance company portfolios. Prepares GAAP and Statutory investment disclosures, derivative accounting deliverables, journal entries, management reports, and investment income and realized gain/loss analyses. Coordinates with third-party accounting providers, auditors, internal stakeholders, and controls teams. Supports SOX controls and leads automation and process improvement initiatives.

Develops and executes sales and marketing strategies for annuity products within an assigned territory. Partners with external wholesalers, broker-dealers, and financial advisors to build relationships, conduct telephone presentations, identify opportunities, advance sales, and resolve issues. Maintains product and retirement-industry knowledge, supports advisor needs, manages territory activity, and helps grow sales and market share.

Leads internal annuity sales operations through desk managers, wholesalers, and sales support teams. Drives sales growth, advisor engagement, territory execution, pipeline quality, coaching, staffing, succession planning, and cross-functional collaboration. Uses Salesforce and performance data to improve results, coordinates internal and external wholesalers, and ensures teams understand annuity products and distribution requirements.

Provides inbound and outbound sales support to independent insurance agents, financial professionals, and marketing organizations. Answers annuity pre-sale and post-sale questions, supports onboarding, identifies lead opportunities, assists with events, navigates CRM and policy administration systems, creates illustrations and reports, and maintains product and procedural knowledge. The role also mentors employees advancing to Specialist Level II and provides customer service while meeting performance metrics.

Lead and manage teams building and maintaining web and mobile digital platforms. Oversee roadmap implementation, software delivery, vendor relationships, environment stability, and team development. Collaborate with business, PMO, and IT to design, test, and deploy solutions while managing budgets, metrics, and continuous improvement.