Annuity and Client Success Manager

Overview

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group
1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Company Overview: Gainbridge, a part of the Group 1001 enterprise, is a self-managed, innovative, digital platform providing its clients with direct access to trusted financial products to smartly grow their savings over time. Gainbridge strives to offer products through its platform that are simple, intuitive, and backed by smart technology with no complexity or hidden fees. Gainbridge empowers clients to take control of the financial future with simple solutions that are accessible to everyone no matter their budget.

The Manager of Annuity & Client Success blends innovative technology with empathy to redefine client experience in the life and annuity sector. This role embodies our commitment by providing comprehensive support and education that empowers Direct to Consumer (D2C) clients with the knowledge needed to navigate our financial products. The manager demonstrates adaptability, empathy, and an entrepreneurial mindset, and partners cross-functionally to identify and overcome obstacles to client satisfaction while continuously improving the D2C experience.

Within this role, you will also be responsible for developing and overseeing a formal asset retention program. The program is a strategic initiative designed to prevent client attrition and maintain assets under management. It combines data analytics, relationship management, and proactive service delivery to maximize client lifetime value and portfolio stability.

• Coach, lead, and develop a high-performing team of licensed agents to deliver consistent, empathetic, and compliant client experiences; set client experience standards, run quality assurance reviews, provide regular coaching, and manage performance plans.
• Exhibit versatility and adaptability by managing diverse roles and responsibilities, responding effectively to shifting priorities and business needs to enhance team performance.
• Work collaboratively with internal teams to refine the client experience, actively identifying and overcoming obstacles for client satisfaction.
• Foster meaningful human connections by employing empathy to deeply understand and meet client needs, leading to exceptional client experiences.
• Dedicate to ongoing learning and development, staying current with industry trends and regulatory changes to continuously enhance service quality.
• Possess a comprehensive understanding of annuities and income strategies, including Single Premium Immediate Annuities, Deferred Income Annuities, Fixed Deferred Annuities, Variable Annuities, Fixed Indexed Annuities, and Hybrid/Structured Annuities.
• Own client enablement for new business: equip agents with consultative education on annuity products and strategies to identify needs, and present solutions while adhering to regulatory requirements.
• Lead the customer retention strategy end-to-end: define retention criteria, design outreach processes and scripting, run controlled pilots to measure efficacy, and partner with Compliance and Business leads to operationalize successful approaches; establish analytics to monitor retention outcomes.
• Reinforce adherence to regulatory standards in all client interactions.
• Collaborate cross-functional (Product, Compliance, Operations) to remove barriers to client satisfaction, optimize application and service workflows, and continuously enhance the D2C experience.
• Maintain coverage and team readiness; align staffing and workflows to meet client demand within established schedules.

• Experience leading and managing a team.
• Bachelor s Degree or experience in lieu of education required.
• Strong preference for backgrounds in financial services or annuities, demonstrating flexibility and adaptability across roles.
• Active Life and Health License Required.
• Series 6 & 63 Licenses Required.
• Series 26 License Required (or ability to obtain in first 30 days).
• Exceptional communication skills with meticulous attention to detail.
• Data-driven, analytical mindset focused on understanding and enhancing processes.
• Experience leading a multichannel digital experience, e.g., inbound/outbound voice, chat, email, SMS, etc., preferred.
• Experience successfully leading a hybrid/remote workforce preferred.
• Proven critical thinking and decision-making skills.
• Excellent interpersonal, management, motivation, and analytical skills.
• Strong commitment to customer service and quality required.
• Details oriented with strong organization, presentation, and prioritization skills.

• Team players who are…