Annuity Suitability Analyst – Remote

Symetra Financial Corporation; Northern (KY); Hybrid; USD 93,985,000 - 156,566,000; Full time

Benefits offered by this job

Flexible full-time or hybrid telecomm.

401(k) plan with company match

Paid time away (vacation, sick)

Company matching charity programs

Job summary

Symetra Financial Corporation seeks a detail-oriented reviewer to adjudicate annuity-related transactions for suitability and best interest, ensuring alignment with customer needs and regulatory standards.

You will evaluate client profiles, investment objectives, risk tolerance, and product appropriateness while collaborating with advisors and internal teams to resolve complex cases and maintain audit readiness.

Qualifications

• Analytical thinkers who can evaluate complex financial situations and document decisions clearly.
• Detail-oriented professionals who manage large amounts of information accurately.
• Strong understanding of insurance, retirement products, and suitability regulations.

Responsibilities

• Review annuity sales, transfers, replacements, and exchanges for suitability and best-interest alignment.
• Analyze documentation to assess customer profiles, objectives, risk tolerance, liquidity needs, and product fit.
• Conduct independent suitability determinations and document findings per policy and regulatory requirements.
• Collaborate with financial professionals to obtain information and resolve questions during reviews.
• Interview applicants as needed to validate information and understand product features.

Skills

Analytical thinking

Attention to detail

Regulatory compliance

Communication skills

Risk assessment

Education

Bachelor's degree in Business, Finance, Insurance, Risk Management, or related field

Job description

Symetra Financial Corporation seeks a detail-oriented reviewer to adjudicate annuity-related transactions for suitability and best interest, ensuring alignment with customer needs and regulatory standards.

You will evaluate client profiles, investment objectives, risk tolerance, and product appropriateness while collaborating with advisors and internal teams to resolve complex cases and maintain audit readiness.