Position: Director, PRT Distribution

Job Description:

The Director, Pension Risk Transfer (PRT) Distribution will be a key leader within our client's PRT team, reporting to the VP, Pension Risk Transfer Distribution. This role will drive sales and marketing strategies to advance our client's PRT objectives, ensuring business growth and the achievement of sales targets.

In addition to shaping strategic initiatives, the Director will enhance internal processes, strengthen relationships with intermediaries, and provide mentorship and leadership to junior team members, contributing to the overall success of the PRT department.

Essential Duties and Responsibilities:

• Contribute to the management of the deal pipeline, ensure bids and other deliverables throughout the transaction process are delivered accurately and on time, and 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.
• Research PRT market trends to produce insights that 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.

Experience and Certifications Required:

• Bachelor's degree.
• Six to eight years of experience.
• One to two years of supervisory/management experience.

Skills Required:

• Experience in the 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.

Details