Senior Suitability Analyst – Annuities (Remote)

Symetra; United States; Hybrid; USD 93,677,000 - 157,046,000; Full time

Benefits offered by this job

Flexible full-time or hybrid telecommU

401(k) with immediate vesting and up‑t

Paid time away including vacation and

Company matching up to 6%

Symetra Benefits Overview

Job summary

Symetra seeks a detail-oriented professional to adjudicate annuity sales, transfers, replacements, or exchanges, ensuring they meet Symetra's suitability guidelines and best-interest standards. You will analyze documentation, assess customer profiles and objectives, and document decisions in line with regulatory requirements.

As part of a collaborative team, you will work with financial professionals, sales, compliance, and operations to ensure timely processing and maintain a superior customer

Qualifications

• Analytical evaluation of financial scenarios and risk.
• Clear communication with financial professionals and clients.
• Knowledge of suitability requirements and regulatory standards.

Responsibilities

• Review annuity transactions for suitability and best-interest alignment.
• Analyze documentation of profiles, objectives, risk tolerance, and liquidity needs.
• Document findings and decisions per policies and regulations.
• Collaborate with financial professionals to obtain information and resolve questions.
• Interview applicants to validate information and product understanding.
• Escalate high-risk or complex cases to senior reviewers.

Skills

Analytical thinking

Communication skills

Regulatory understanding

Education

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

Tools

FINRA licenses (preferred)

Insurance product knowledge

Job description

Symetra seeks a detail-oriented professional to adjudicate annuity sales, transfers, replacements, or exchanges, ensuring they meet Symetra's suitability guidelines and best-interest standards. You will analyze documentation, assess customer profiles and objectives, and document decisions in line with regulatory requirements.

As part of a collaborative team, you will work with financial professionals, sales, compliance, and operations to ensure timely processing and maintain a superior customer