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Develops and executes sales and marketing strategies for annuity products within an assigned territory. Partners with Regional Vice Presidents to build relationships with insurance marketing organizations and independent agents, conduct sales presentations, identify opportunities, support business partners, resolve issues, provide product training, and grow sales. Maintains product expertise, manages territory plans, follows up with partners, and travels up to 10% for conferences and presentations.

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.

Supports commercial real estate mortgage loan origination, underwriting, portfolio surveillance, servicing analysis, and asset management. Reviews loan packages, property financials, cash flows, rent rolls, collateral, market data, and sponsor strength; recommends loan structures and terms; prepares approval materials; manages transaction records; assists with closings, annual reviews, watchlist monitoring, workouts, servicing requests, maturities, payoffs, and reporting. Requires strong financial modeling, risk analysis, communication, organization, and up to 10% travel.

Leads the company’s VM-22 annuity valuation function, overseeing quarterly reserve production, actuarial modeling, validation, analytics, controls, documentation, and regulatory compliance. Partners with actuarial, investment, product, finance, risk, and technology teams to implement valuation improvements and communicate results to leadership, auditors, and regulators. Directs actuarial staff development and manages one senior actuarial associate.

Supports quarterly VM-22 annuity valuation through reserve production, reconciliation, modeling, validation, testing, reporting, sensitivity analysis, and documentation. Investigates reserve changes, evaluates assumptions and model enhancements, maintains analytical tools, and supports regulatory and business changes. Partners with Actuarial, Finance, Investments, Product, Risk, and Technology teams to ensure accurate, controlled valuation results.

Develops, deploys, monitors, and supports production machine learning and AI applications. Responsibilities include building Python services, APIs, data and feature pipelines, MLOps workflows, generative AI and agent-based solutions, and integrations with enterprise systems. The role applies software engineering, cloud, security, governance, observability, and responsible AI practices while collaborating with data science, engineering, architecture, security, DevOps, and business teams. This is an onsite position in Des Moines.

Supports financial advisors and wholesaling teams with annuity product questions, pre- and post-sale service, inbound and outbound calls, prospecting, lead generation, event promotion, marketing campaigns, and relationship management. Maintains knowledge of products, procedures, systems, and financial industry trends while meeting call-quality and productivity metrics. Requires strong communication, customer service, organization, problem-solving, and relationship-building skills.