What are the responsibilities and job description for the Insurance & Annuities Product Manager position at MOHR Talent?
Phoenix, AZ | Base DOE Bonus
We’ve partnered with a leading national financial services firm to identify an Insurance & Annuities Product Manager. This role is ideal for someone with a strong background in annuities and insurance product management within a broker-dealer or IMO/BGA environment.
What You’ll Do:
Act as the subject matter expert on annuity and insurance products (fixed, variable, indexed).
Partner with advisors, compliance, and product teams to optimize product shelf strategy and distribution.
Evaluate product performance and collaborate with carrier partners on product positioning and education.
Lead adoption campaigns to increase advisor engagement and utilization of insurance solutions.
Troubleshoot and resolve issues across carriers, compensation, and internal systems.
Represent the insurance/annuity function in cross-departmental initiatives with sales supervision and operations.
What You Bring:
4 years’ experience with insurance and annuity products in a broker-dealer or IMO/BGA environment.
Strong knowledge of product distribution frameworks and carrier relationships.
Proficiency with insurance/annuity technology tools (Morningstar, iPipeline, Affirm, etc.).
FINRA Series 6 or 7 and State Insurance License required.
CFP preferred or equivalent professional designation.
Excellent communicator with the ability to lead through influence.
Must be able to work onsite in Phoenix, AZ.
Why Join:
You’ll play a central role in shaping the annuity and insurance offering at a leading wealth management firm. This position offers visibility across product, distribution, and compliance while helping financial advisors deliver comprehensive client solutions.
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
