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Annuity Suitability Review Consultants (3 Jobs)

Annuity Suitability Review Consultant jobs! Our Client offers some of today’s most sought after life insurance, annuity, and retirement planning products. Our highly rated Financial Group Client is looking for Annuity Suitability Review Consultants to join their stellar team! Above all, pursue a career with meaning and purpose. Furthermore, the Annuity Suitability Review Consultant will have the opportunity to contribute to our Client’s financial success while making a difference in the lives of those they do business with, their coworkers, and their communities. Salary is $55k to $70k negotiable DOE incentive program + excellent benefit package. Our Client’s job is located in Greater Des Moines, IA. Apply now for one of these three excellent Annuity Suitability Review Consultant jobs by following the instructions at the end of this Job description!

Job Summary for Annuity Suitability Review Consultant:

Conduct the suitability review of Annuity business to ensure compliance with NAIC suitability, state and federal regulations.

Primary Responsibilities for Annuity Suitability Review Consultant:

  • Review annuity new business and suitability documentation.
  • Gather additional information and provide analysis.
  • Extensively document decisions and actions.
  • Evaluate and execute information for final suitability recommendations.
  • Accept and manage escalated calls professionally and autonomously.
  • Maintain comprehensive knowledge of offered annuity products as well as external financial products.
  • Monitor state and federal regulatory proposed and final rules related to suitability.
  • Ensure the Suitability Department and Annuity Division comply with all regulations and rules related to Suitability.
  • Maintain written procedures in compliance with regulations to ensure accurate, efficient, and consistent processing of workflow.
  • Run auxiliary reports related to the New Business and Suitability departments.
  • Analyze the advantages and disadvantages of possible solutions and show their impact on the bottom line.
  • Provide timely and comprehensive feedback to management regarding these reports.
  • Assist with the annual audit of Third-Party Distributors to ensure functions are performed as requested and comply with applicable laws, rules, and regulations.
  • Assist with the review of new or revised marketing correspondence and new business forms related to Suitability.
  • Participate in the development of system test plans and user acceptance testing as necessary.
  • Effectively communicate with all other departments within the company as they relate to suitability procedures and decisions.
  • Perform administrative support functions on behalf of our Client in its capacity as a wholesale distributor for variable insurance products issued by our Client’s Insurance Company.

Skills and Experience Requirements for Annuity Suitability Review Consultant:

  • Bachelor’s Degree preferred or equivalent work experience preferred.
  • Minimum 3 years Broker Dealer back office, annuity, or insurance client service experience preferred.
  • Series 6 and 26 (or Series 7 and 24) or ability to obtain within 90 days required.
  • Some travel may be required.
  • Excellent verbal and written communication skills.
  • Strong analytical and problem-solving abilities.
  • Ability to influence others.
  • Advanced organizational skills with the ability to focus on appropriate details.
  • Self-motivator with the ability to work efficiently and independently.
  • Ability to adapt to frequent change.
  • Proficient use of PC and Microsoft Office Products.
  • Proven facilitation skills.
  • Ability to work periodic paid overtime, sometimes with relatively short notice.

Other Requirements for Annuity Suitability Review Consultant:

  • A credit and criminal background check is required.
  • FINRA regulations require fingerprinting for this position.

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