Job Description
F&G is looking to hire a Suitability Specialist
Role Summary:
This position is responsible for the daily review of annuity transactions to assess suitability in accordance with company standards.
Role-Specific Responsibilities:
- Perform timely determinations regarding whether to accept or decline an application based on company and regulatory guidelines.
- Review annuity new business and suitability documentation. Gather additional information and provide analysis, extensively document decisions and actions, evaluate and execute information for final suitability recommendation.
- Build and maintain strong working relationships with internal partners and agents to communicate and educate on the company’s suitability guidelines.
- Maintain efficient customer service standards.
- Maintain comprehensive knowledge of offered annuity products and suitability guidelines outlined by the company.
Risk Responsibilities:
- Effectively communicate and provide agents, company personnel, and third-party administrator with support and education on the company’s suitability program.
- Resolve moderate to complex operational issues pertaining to suitability review and guidelines.
- Maintain strong working knowledge of the company’s products, administrative systems and procedures.
Education and Experience
- AA or BA degree preferred.
- Relevant experience considered in lieu of degree.
- 2 years of life and/or annuity experience, with focus on data, quality standards, documentation, audit, and/or implementation of regulatory changes.
- Project Management or Business Analyst experience a plus.
- LOMA coursework and/or formal business process improvement training such as Six Sigma is a plus.
#LI-Remote #LI-BR1
Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA 2022 – 2023
2Des Moines Register Top Workplaces 2018 – 2022
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Date Posted
11/08/2023
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