Senior Annuity Compliance Specialist

Job Summary

A company is looking for a Sr. Annuity Compliance Specialist who will conduct compliance reviews of annuity applications.

Key Responsibilities

• Conduct independent annuity suitability reviews and partner with agents for timely approvals
• Review and process new and in-force annuity applications for compliance with regulatory and company standards
• Evaluate policy changes and manage annuity payment requests ensuring accurate and compliant execution

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
• Experience with insurance or annuity systems
• Strong understanding of annuity products and regulatory compliance