Annuity Analyst (Charlotte, NC (Hybrid) or Remote)

Brighthouse Financial, Inc.; Charlotte (NC); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Salary range

Flexible work

Paid time off

401(k) match

Health, vision & dental

Family leave

Life insurance

Job summary

Brighthouse Financial is seeking an Annuity Analyst to read and understand annuity illustrations specifications, craft and run test plans, and report discrepancies. You will support the Sales Desk and Brokerage Firm partners by delivering accurate illustrations, while collaborating across teams on testing and specifications.

The role involves researching the annuity illustrations platform, verifying access, and creating test matrices.

Qualifications

• Strong organizational and time-management skills.
• Ability to be flexible with changing deadlines and priorities.
• Strong oral and written communication skills desirable.
• Knowledge of Excel preferable.
• Knowledge of Annuity products and insurance experience preferred.

Responsibilities

• Research and understand the Annuity illustrations platform.
• Do daily verification and documentation of system access.
• Create test plans and matrices that define testing approach, assumptions and expected results.
• Perform iterative testing, executing the test matrix, recording defects and analyzing discrepancies.
• Provide weekly project status update reports.
• Test annuity illustrations against the actuarial data.
• Review all illustration specifications.
• Participate in specification walkthroughs.

Skills

Organizational skills

Time management

Flexibility

Communication skills

Excel

Annuity knowledge

Insurance experience

Tools

Excel

Job description

Where you'll work:

Our flexible, hybrid work model offers the option to work remotely or in the office.

How you'll contribute:

As an Annuity Analyst, you’ll be responsible for reading and understanding specifications of the annuity illustrations platform, writing and executing test plans, and reporting and analyzing discrepancies.

This role contributes to Brighthouse Financial by providing accurate and timely Annuity Illustrations to our Sales Desk partners and Brokerage Firm partners, thereby assisting their Brighthouse Annuity products sales efforts.

In this role, you’ll get to:

• Research and understand the Annuity illustrations platform.
• Do daily verification and documentation of system access.
• Create test plans and matrices that define testing approach, assumptions and expected results.

• Perform iterative testing, executing the test matrix, recording defects and analyzing discrepancies.
• Provide weekly project status update reports.
• Test annuity illustrations against the actuarial data.
• Review all illustration specifications.
• Participate in specification walkthroughs.

We're looking for people who have:

• Strong organizational and time-management skills.
• Ability to be flexible with changing deadlines and priorities.

• Strong oral and written communication skills desirable.
• Knowledge of Excel preferrable.
• Knowledge of Annuity Products and Insurance Experience preferred.

Research shows some people may not apply for a role if they don't check all the boxes of a job description. If you don't check every box listed, that's okay. We would love to hear from you.

What you’ll receive:

• Compensation - Base salary ranging from $60,000 to $70,000 plus competitive performance-based incentives determined by company and individual results.
• Flexible Work Environment - Work remotely or in the office to better thrive in all areas of life.
• Paid Time Off - Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Financial Health - Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%).
• Health and Wellness - Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Family Support - Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Life and Disability Support - Gain access to company-paid basic life insurance and short-term disability insurance.

The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We'd love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

Why join us?

Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they've earned and ensure it lasts.

We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.

We're one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition as one of America's Most Trustworthy Companies by Newsweek and, locally, one of the Healthiest Employers of Greater Charlotte.

* Ranked by 2024 admitted assets. Best's Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2025.