Annuity Suitability Consultant
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Job Description
Annuity Processing/Suitability Consultant managing the lifecycle of annuity contracts at AAA Life. Performing suitability reviews and collaborating with internal teams to ensure compliance.
Responsibilities:
- Perform suitability reviews and work with the agents to get suitability approval.
- Review and process incoming annuity applications, ensuring all required documentation is complete and accurate.
- Review policies/applications both inforce and new applications for suitability.
- Process policy modifications, such as beneficiary updates, contract transfers, and partial and full withdrawals for all forms of withdrawals, in a timely manner.
- Handle requests for annuity payments, including annuitization and scheduled disbursements.
- Ensure all processing activities adhere to regulatory requirements, internal policies, and industry best practices.
- Proactively monitor reporting and cases to assure that sales objectives are achieved.
Requirements:
- Bachelor’s degree in Business Administration, Finance, Insurance, or a related field (preferred).
- 6-8 years of experience in annuity processing, life insurance, or financial services operations.
- Experience performing suitability reviews is highly desirable.
- Experience with insurance or annuity systems (such as Policy Administration Systems) is highly desirable.
- Strong understanding of annuity products, processing procedures, and regulatory compliance.
- Proficient in Microsoft Office Suite (Excel, Word, etc.) and familiar with internal systems used for annuity processing.
- Strong analytical and problem-solving abilities.
- Effective communication skills, both written and verbal, with a customer service orientation.
Benefits:
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
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