Annuity Suitability Consultant

Job Summary

A company is looking for an Annuity Suitability Consultant to manage the administration and processing of annuity contracts.

Key Responsibilities

• Perform suitability reviews and collaborate with agents for suitability approval
• Review and process incoming annuity applications and policy modifications
• Ensure compliance with regulatory requirements and internal policies during processing activities

Required Qualifications

• Bachelor's degree in Business Administration, Finance, Insurance, or a related field (preferred)
• 6-8 years of experience in annuity processing, life insurance, or financial services operations
• Experience performing suitability reviews is highly desirable
• Familiarity with insurance or annuity systems is highly desirable