MANAGER, KEY ACCOUNT

Overview

At Oceanview Life and Annuity Company, we are more than a financial services provider - We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management - A leading investment firm with approximately $21.0 Billion in assets under management as of April 30, 2025 - We have rapidly grown to over $15 Billion in consolidated assets as of March 31, 2025.

Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.

Why join Oceanview?

• Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
• Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
• Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
• Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
• Strong partnerships: Engage with a broad network of over 16,000 agents, independent marketing organizations, banks and broker-dealers.
  
  

At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.

POSITION SUMMARY:

Oceanview is seeking a highly organized, relationship-driven professional for a new hybrid role supporting the Independent Marketing Organization (IMO) and National Accounts teams. This role focuses on developing key partnerships, executing sales strategies, and supporting integration efforts to drive growth. Acting as a strategic partner to the National Accounts VP, the role provides high-level support, generates actionable sales insights, and collaborates across teams to meet business objectives.

RESPONSIBILITIES:

• Deliver marketing support to IMO personnel through webinars, conference calls, presentations, and other sales tools.
• Manage relationships, sales efforts, and marketing expectations for IMOs and other high-potential agencies (“Key Accounts”).
• Maintain and deepen relationships with Key Accounts through consistent communication and in-person visits.
• Monitor and evaluate competitor products and positioning to inform strategic recommendations and enhance Oceanview’s market presence.
• Develop impactful sales presentations, reports, and communications to drive engagement and support partner growth.
• Foster strong collaboration between IMO and National Accounts to optimize revenue opportunities and enhance client satisfaction.
• Lead sales-driven integration initiatives between IMO and National Accounts to ensure strategic alignment and execution.
  
  

Qualifications and Skills:

• Bachelor’s degree in Business Administration, Project Management, or a related field
• Minimum 5 years of experience in account management, internal or field wholesaler
• Experience supporting or working within the IMO channel or similar strategic initiative environment is a plus.
• Understanding Oceanview’s products and competitive landscape is essential
• Strong communication and presentation, interpersonal, and organizational skills.
• Ability to manage multiple priorities in a fast-paced, evolving environment.
• Analytical mindset with problem-solving capabilities and attention to detail.
• Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word) and project management tools (e.g., Asana, Smartsheet).
• Exceptional verbal and written communication abilities.
  
  

Certifications, Licenses, and/or Registration

• Series 6 (Preferred)
  
  

LOCATION and COMPENSATION:

• This role will be based in Denver, CO
• This role will be Hybrid (Tues - Thurs in the office if not traveling for business purposes)
• Travel is up to 70% throughout the year which includes evenings, weekends and is required to support key accounts, attend industry events, and strengthen field relationships
• Base compensation is expected to be $114,000 - 125,000* with the opportunity for incentive compensation including bonus compensation.
• Salary may vary based on work experience, market conditions, location, and qualifications/training.
  
  

EEOC:

Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.