T. Rowe Price

Variable Annuity Relationship Manager

T. Rowe Price

Remote
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At T. Rowe Price, we are committed to helping our clients achieve their financial goals through innovative and personalized solutions. As a Variable Annuity Relationship Manager, you will play a crucial role in building and maintaining strong relationships with our clients who have invested in variable annuities. We are looking for a dynamic and motivated individual with a deep understanding of annuity products and exceptional communication skills to join our team. If you are passionate about providing exceptional service and helping clients reach their financial objectives, we invite you to apply for this exciting opportunity.

  1. Develop and maintain strong relationships with clients who have invested in variable annuities.
  2. Serve as the main point of contact for clients regarding their variable annuity investments.
  3. Proactively communicate with clients to understand their financial goals and needs.
  4. Stay up-to-date on industry trends and changes in variable annuity products.
  5. Provide personalized solutions and recommendations to clients to help them achieve their financial objectives.
  6. Collaborate with cross-functional teams, such as sales and marketing, to develop innovative strategies for client retention and growth.
  7. Conduct regular reviews and assessments of client accounts to ensure they are aligned with their goals and objectives.
  8. Address client inquiries and concerns in a timely and professional manner.
  9. Identify opportunities to introduce additional T. Rowe Price products and services to clients.
  10. Maintain accurate and detailed client records and documentation.
  11. Attend industry conferences and events to stay informed on best practices and network with potential clients.
  12. Continuously seek out ways to improve and streamline processes to enhance the client experience.
  13. Adhere to all regulatory and compliance standards related to variable annuity products.
  14. Act as a brand ambassador for T. Rowe Price and uphold the company’s values and reputation.
  15. Provide exceptional customer service to ensure client satisfaction and retention.
Where is this job?
This job opening is listed as 100% remote
Job Qualifications
  • Bachelor's Degree In Finance, Business Administration, Or A Related Field.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.

  • Minimum Of 3-5 Years Of Experience In Financial Services, Preferably In Annuities Or Retirement Planning.

  • Strong Understanding Of Variable Annuity Products, Market Trends, And Regulatory Requirements.

  • Proven Track Record Of Meeting And Exceeding Sales Targets, And A Deep Understanding Of Sales Techniques And Strategies.

Required Skills
  • Risk Management

  • Financial Planning

  • Relationship Building

  • Investment Management

  • Market analysis

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Sales strategies

  • Client Servicing

  • Annuity Products

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Variable Annuity Relationship Manager is $70,000 to $110,000 per year. This can vary based on factors such as location, experience, and the specific company or organization the individual is working for.

Additional Information
T. Rowe Price is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 10th, 2025
Apply BeforeJune 21st, 2025
This job posting is from a verified source. 

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About T. Rowe Price

T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries.

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