Director, PRT Distribution
Greenwich, CT, US, 06830
Job Posting
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.
American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan. Employees also receive annually a bank of paid time off and paid holidays. We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.
American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.
Hiring Practices
The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National.
American National’s recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application(s) by logging into our Career Portal. Learn more about our company, by following us on social media: LinkedIn, Facebook, Instagram
American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
Nearest Major Market: Bridgeport
Nearest Secondary Market: Danbury
Job Segment:
Project Manager, Accounting, Actuarial, Social Media, CFA, Technology, Finance, Insurance, Marketing