Compliance Analyst II — Producer Oversight & Suitability

Symetra Financial Corporation; Bellevue (WA); Hybrid; USD 73,000 - 121,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off & holidays

Flexible hybrid telecommuting

Job summary

Symetra Financial Corporation is seeking a Compliance Analyst II to lead project initiatives and serve as a functional expert on oversight and third-party suitability programs. You will collaborate with management and internal clients to distill complex information into actionable recommendations.

The role emphasizes analytical thinking, communication, and strong Microsoft tools proficiency, with opportunities to leverage AI for automated reporting and analytics in a dynamic compliance

Qualifications

• College degree or equivalent experience required.
• At least 5–8 years of experience supporting producer oversight and suitability programs.
• FINRA Series 24/26 required.
• AIRC and/or FLMI designation preferred.
• Knowledge of annuity and life insurance products.

Responsibilities

• Assist in leading project initiatives and act as a functional expert on assigned projects for producer oversight and third-party suitability programs.
• Independently manage special projects and regulatory analysis as needed.

Skills

Analytical skills

Communication

Presentation

Organizational skills

Microsoft Office

AI familiarity

Experience with oversight programs

FINRA Series 24/26

Education

College degree or equivalent experience

High school diploma

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Access

SharePoint

Teams

Job description

Symetra Financial Corporation is seeking a Compliance Analyst II to lead project initiatives and serve as a functional expert on oversight and third-party suitability programs. You will collaborate with management and internal clients to distill complex information into actionable recommendations.

The role emphasizes analytical thinking, communication, and strong Microsoft tools proficiency, with opportunities to leverage AI for automated reporting and analytics in a dynamic compliance