Internal Account Manager

KKR
Hartford
Workplace: OnsiteFull timeUSD 100,000+ annuallyFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Relationship management","Analytical thinking","Collaboration","Communication","Executive presence"]

Own day-to-day relationships for assigned strategic annuity partner firms and coordinate with external wholesalers and internal stakeholders to execute partnership plans. Drive shelf placement and annuity growth across key product lines while keeping selling agreements, approvals, and compensation schedules current. Lead sales campaign design and measurement, track market share and production trends, and maintain accurate Salesforce reporting to deliver data-driven insights to leadership.

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KKR
KKR
2 days ago

Internal Account Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Own day-to-day relationships for assigned strategic annuity partner firms and coordinate with external wholesalers and internal stakeholders to execute partnership plans. Drive shelf placement and annuity growth across key product lines while keeping selling agreements, approvals, and compensation schedules current. Lead sales campaign design and measurement, track market share and production trends, and maintain accurate Salesforce reporting to deliver data-driven insights to leadership.
Location: Hartford
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Serve as the day-to-day relationship owner for assigned strategic annuity partner firms, aligning partner priorities to the annuity strategy and product roadmap.
  • •Execute the partnership plan with external wholesalers and firm contacts to drive shelf placement and grow annuity sales across Fixed, Fixed-Indexed, RILA, SPIA/DIA, and Variable Annuities.
  • •Maintain and renew selling agreements, product approvals, compensation schedules, and operational requirements in coordination with Legal, Compliance, Product, and Operations.
  • •Design, launch, and evaluate firm-level sales campaigns and promotional programs, translating results into recommendations for sales leadership.
  • •Own accurate, timely activity and account data in Salesforce to provide a single source of truth for wholesalers, managers, and executives.
Travel: Low travel

Pay and Benefits

Salary: USD 100,000 annually

Key Requirements

  • •3+ years of experience in annuity, insurance, or investment product distribution, ideally in account management, sales support, or channel roles.
  • •Bachelor's degree required.
  • •FINRA Series 7, 63 and Life & Health license required, or willingness to obtain within a defined timeframe.
  • •Working knowledge of annuity products (Fixed, FIA, RILA, SPIA/DIA, VA) and the U.S. wealth distribution landscape.
  • •Proficiency in Salesforce and Microsoft Office (Excel, PowerPoint, Word, Outlook), with comfort turning data into insights for executive audiences.
Experience:InsuranceAnnuityInvestment product distributionU.S. wealth distribution
Education:Bachelor's
Skills:Relationship managementAnalytical thinkingCollaborationCommunicationExecutive presence
Licenses:FINRA Series 7FINRA Series 63Life & Health
Tech Stack:SalesforceMicrosoft ExcelMicrosoft PowerPointMicrosoft WordMicrosoft OutlookMicrosoft Office

Company Brief

KKR
Global investment firm providing alternative asset management and capital markets services across private equity, credit, real assets, and hedge funds, serving institutional and private clients worldwide.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York, United States
Founded: 1976
WebsiteLinkedIn