Location: Greenwich,CT, USA
The Director, Pension Risk Transfer (PRT) Distribution, will be a pivotal member of the US PRT leadership team at American National. They will report to the VP, Pension Risk Transfer Distribution and support the company's PRT objectives by contributing to the sales and marketing strategy of the business to ensure the success of the business, and the achievement of sales targets. This role will also assist with supporting the PRT department by improving internal processes, supporting intermediary relationships, and providing leadership to more junior members of the team.
This position is available in Greenwich, CT.
What You'll Do:
* Contribute to management of the deal pipeline, ensure bids and other deliverables throughout the transaction process are delivered accurately and on time, assist in coordinating pre-sale deal negotiations, including documentation and deal structure.
* Responsible for assisting in the development of relationships with all key internal and external stakeholders to build the credibility of the business, while simultaneously partnering with intermediaries to manage the flow of transactions to ensure access to all bids.
* Partner closely with various internal teams, including operations, investment, pricing, actuarial, risk, legal, compliance, finance, and other functions to drive results.
* Contribute to pricing strategy, utilizing market competitive knowledge and bid feedback from intermediaries and support pricing recommendation presentations to senior management for approval.
* Support activities of the internal cross-functional team in structuring, quoting and closing of PRT transactions, and help ensure internal governance and controls are followed throughout the process.
Additional Responsibilities:
* Research PRT market trends to produce insights which support the development of strategic growth initiatives.
* Present American National's PRT value proposition to clients, independent fiduciaries and independent experts to pass 95-1 due diligence.
* Contribute to the development of bespoke solutions for plans where this is required to facilitate a transaction, leveraging the skills and resources from across the enterprise.
* Support department objectives by managing more junior staff.
Required Qualifications:
* Bachelor's degree.
* Six to eight years of experience.
* One to two years of supervisory/management experience.
* Additional Qualifications:
* Experience in United States as a PRT or Retirement consultant, intermediary or working for a primary insurance carrier in a client-facing role.
* Have or obtain Life, Accident & Health Insurance License within 90 days of hire.
* Possesses contacts and relationships across the relevant intermediary and fiduciary network.
* Experience using MS Office (Word, PowerPoint, and Outlook) and advanced knowledge of Excel.
* Experience with data visualization tools.
* Project planning and project management skills.
* Excellent communication skills and problem-solving skills along with a high attention to detail, intellectual curiosity and motivation.
Preferred Qualifications:
* Advanced degree or credentials (e.g. MBA, Actuarial designation, CFA designation)
* Experience using Salesforce and other client management and project management systems.