Suitability Specialist
Location: Remote
Compensation: To Be Discussed
Staff Reviewed: Mon, Jan 06, 2025
This job expires in: 22 days
Job Summary
A company is looking for a Suitability Specialist.
Key Responsibilities
- Review and analyze applications and replacements to make suitability decisions based on regulations and guidelines
- Ensure compliance with internal policies and state and federal regulations in the suitability review process
- Respond to inquiries and collaborate with internal departments to facilitate the annuity suitability review
Required Qualifications
- High School Diploma or Equivalent required; Bachelor's Degree preferred
- Minimum of 1 year experience in the insurance, life insurance, or annuity industry required
- Minimum 6 months of relevant compliance or internal audit experience preferred
- Suitability or financial underwriting experience preferred
- LOMA Designation preferred
COMPLETE JOB DESCRIPTION
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