Annuity New Business Coordinator (Hybrid)

Annuity New Business Coordinator

The Annuity New Business Coordinator is responsible for supporting the efficient processing and continuous improvement of annuity new business operations. This position monitors workflow and attrition trends to support operational performance and process improvement. The Annuity New Business Coordinator will also play a key role in partnering with Learning & Development, ensuring consistent application of procedures and best practices across the team.

This position is also responsible for maintaining and updating standard operating procedures and field facing training material to reflect regulatory requirements and operational changes. As an annuity subject matter expert, the Annuity New Business Coordinator serves as a resource for complex annuity inquiries, providing guidance, resolving escalated issues, and supporting day-to-day operations during critical business periods.

Through a combination of analytics, training, and process oversight, this position helps drive operational excellence, enhance team capability, and improve the overall customer and advisor experience.

You are:

• A proactive and analytical thinker with the ability to assess complex business scenarios and implement effective solutions.
• You thrive in a dynamic environment, take ownership of challenges, and exercise discretion and sound judgment in guiding teams toward operational excellence.
• A shrewd communicator who can provide focused, constructive and honest feedback.
• Highly focused on personal development and success; inclusive of knowing how to leverage your talent for stretch assignments and co-create meaningful development and career plans.

You will:

• Coordinate and track annuity new business from receipt through issuance, ensuring workflows are completed accurately and timely.
• Monitor application status across systems, proactively following up with internal teams, distributors, or partners to resolve outstanding requirements.
• Serve as a central point of contact for Financial Advisors to resolve outstanding requirements for new business and post issue transactions.
• Escalate issues appropriately and recommend solutions to prevent processing delays or rework.
• Apply established controls and checkpoints to ensure completeness, accuracy, and regulatory adherence.
• Maintain a customer-centric mindset, balancing speed, accuracy, and compliance.
• Possess a broad mastery of Guardian's annuity products, systems, and business rules to provide immediate, hands-on support where workloads fluctuate.
• Identify opportunities to simplify processes, reduce touchpoints, and improve clarity for internal and external partners.
• Provide feedback on recurring issues, trends, or gaps that impact efficiency or quality.
• Assist with updating procedures, job aids, and checklists to support consistent execution.
• Partner with Product Management, Compliance, and various departments across the organization to orchestrate successful and compliant product launches.
• Assist in system testing and create training materials for the team.
• Act as a business liaison, defining detailed requirements for process improvements and delivering key updates to management.
• Facilitate and influence cross-functional initiatives, working with leadership to drive operational improvements.
• Participate in change management efforts, ensuring smooth adoption of new processes and technologies.
• Operate at a high level to consistently exceed business unit quality and service level agreement standards.
• Contribute to team success through flexibility, collaboration, and willingness to take ownership of tasks.

You have:

• Minimum of 4 years of financial service or annuity operations experience.
• A bachelor's degree.
• FINRA Securities licenses are preferred (Series 6 or 7).
• Exceptional organizational, written, and interpersonal communication skills.
• Strong ability to simultaneously manage multiple business processes or functions.
• Exceptional level of accountability, discretion, and independent decision making.
• Demonstrates a positive, professional, and proactive approach to work.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Reporting Relationships

As our Annuity New Business Coordinator, you'll report to the Annuity New Business Operations Manager who reports to our Head of Annuity and New Business Operations.

Location

The primary location for this position is our Bethlehem, PA, office location for three days each week, and work from home eligible for two days each week. You must be able to come to campus at any time, and the required number of in-office days are subject to change.

Travel

10% Travel required for this position. You'll be expected to travel to a Guardian work location, as determined by your manager.

Salary Range:

$59,110.00 - $88,660.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.

Notice Regarding Guardian's Use of Artificial Intelligence in Recruitment

As part of Guardian's job application process, Guardian may use artificial intelligence tools ("AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian's use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to View email address on click.appcast.io, making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian's document retention policy, a copy of which you may request via View email address on click.appcast.io.

Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.