Senior Suitability Analyst - Hybrid/Remote (Annuities)

F&G; United States; Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Hybrid and remote work options

Employee-centric environment

Job summary

Fidelity & Guaranty Life Insurance Company (F&G) is seeking a Suitability Specialist III to independently review and analyze clients' financial situations and needs, applying NAIC Suitability to determine if annuity contracts can be issued while considering company risk. This role handles complex cases, supports workflow queues, and contributes to departmental projects.

In a flexible in-office, hybrid or remote work environment, you will interact with agents and applicants to ensure accurate,

Qualifications

• High School Diploma or GED.
• 3+ years of relevant experience.
• Bachelor's degree preferred.
• 3+ years insurance, life insurance or annuity industry experience preferred.
• 1+ year of relevant compliance or internal audit experience preferred.
• Suitability experience or financial underwriting experience preferred.
• LOMA designation preferred.

Responsibilities

• Analyzes all forms of business (e.g., applications, replacements) to determine suitability in accordance with NAIC Suitability, and applicable industry regulations, company guidelines, and best practices.
• Reviews suitability documentation for validity and completeness; evaluates complete information, analyzes and documents final suitability recommendations.
• Communicates with agents, applicants, and producers effectively to complete or clarify information.
• Build and maintain knowledge of products, applicable regulations, and best practices.
• Ensures consistency and timely suitability review by partnering with peers to provide support, review quality, and provide feedback.
• Ensures items are processed in a timely manner and in accordance with internal company standards.
• Provides prompt and consistent customer-centric service related to suitability, regulatory requirements, and contract requirements.
• Serves as an internal resource on suitability procedures and needs.
• Actively participates and contributes to the goals and objectives of the Company by working collaboratively and fostering a positive and inclusive work environment.

Skills

Verbal and written communication

Analytical thinking

Customer service oriented

Problem solving

Time management

Collaboration

Education

High School Diploma or GED

Bachelor's Degree

Job description

Fidelity & Guaranty Life Insurance Company (F&G) is seeking a Suitability Specialist III to independently review and analyze clients' financial situations and needs, applying NAIC Suitability to determine if annuity contracts can be issued while considering company risk. This role handles complex cases, supports workflow queues, and contributes to departmental projects.

In a flexible in-office, hybrid or remote work environment, you will interact with agents and applicants to ensure accurate,