Job Description:

Location: REMOTE

Salary: $50.00 USD Hourly - $60.00 USD Hourly

Description: Our client is currently seeking a Business Analyst II


JOB SUMMARY


Annuity Suitability Reviewer


Job Description:


• Determine the suitability of new business fixed annuity applications recommended by direct-appointed producers and representatives of broker/dealers with whom our company has an amended selling agreement to perform this function.


• Track and document the suitability reviews in the appropriate database according to established policies and procedures.


• Follow up directly with producers and financial professionals when more information or documentation is needed in order to conduct a thorough review.


• Maintain and update as needed policies and procedures for the fixed annuity review process.


Must Have:


Exceptional multitasking skills

Experience with Fixed/FIA annuities

Must be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracy while showing initiative to help improve or redesign key processes


Nice To Have:

ability to easily navigate database systems to find information

Experience in insurance compliance

Experience reviewing annuities for suitability

Contact: jbraden@judge.com


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