Senior Annuity Suitability Consultant
3 weeks ago
This role is a key position within our organization, responsible for ensuring the suitability of annuity contracts in accordance with industry standards and company guidelines.
Job DescriptionThe Senior Annuity Suitability Consultant will be responsible for reviewing and analyzing client applications to determine whether an annuity contract can be issued. This includes assessing the client's financial situation, future needs, and risk profile to make informed decisions about suitability.
The ideal candidate will have excellent analytical and problem-solving skills, with the ability to communicate complex information effectively to both internal stakeholders and clients. Strong knowledge of insurance regulations and compliance principles is essential, as well as the ability to work independently and prioritize tasks effectively.
In this role, you will also be responsible for maintaining comprehensive knowledge of offered annuity products, as well as external financial products, and responding to inquiries from internal departments and outside producers in a timely and professional manner.
Responsibilities- Review and analyze client applications to determine suitability
- Maintain knowledge of industry standards and company guidelines
- Communicate effectively with internal stakeholders and clients
- Respond to inquiries and provide support as needed
- Bachelor's degree in a relevant field (e.g. finance, business)
- Minimum 1 year experience in insurance or related industry
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Knowledge of insurance regulations and compliance principles
We offer a competitive salary range of $60,000 - $80,000 per annum, depending on experience, and a comprehensive benefits package including health insurance, retirement savings plan, and paid time off.
If you are a detail-oriented and organized individual with a passion for insurance and compliance, we encourage you to apply for this exciting opportunity.
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