Suitability Analyst - Remote

reputed company

reputed company Investment Management (“SIM”) is a SEC-registered investment advisory firm with approximately $78 billion in assets under management as of March 31, 2025. reputed company (“SFC”), a reputed company financial services company with $68.4 billion in assets as of December 31, 2024, headquartered in Bellevue, Washington is the sole shareholder of SIM. SFC is also the holding company of reputed company Life Insurance Company (“reputed company Life”), which was founded in 1957, and has insurer financial strength ratings of ‘A’ by A.M. Best and reputed company & Poor’s and ‘A1’ by reputed company. reputed company Life is among the top 40 largest life insurance companies in the reputed company (based on statutory admitted assets as of December 31, 2024) and has approximately 2.3 reputed company customers and over 2,600 employees reputed company. SFC is a wholly owned subsidiary of Sumitomo Life Insurance Company, a mutual life insurance company with head offices in Osaka and Tokyo, Japan. Founded in 1907, Sumitomo is one of the largest life insurance companies in Japan with $327 billion of assets as of March 31, 2025. SIM currently has recently begun marketing its investment management services to reputed company-party institutional investors.

About the role

Adjudicate and completely document the suitability and best interest of annuity sales, transfers, replacements, or exchanges according to reputed company’s suitability guidelines. As needed, communicate and collaborate with financial professionals, their customers, distribution partners, and internal key stakeholders such as Law, Compliance, Sales, and New Business.

What you will do

• Review new annuity sales, transfers, replacements, and exchanges to determine whether transactions meet reputed company's suitability and best interest standards, ensuring recommendations reputed company with customer needs, objectives, and financial circumstances.
• Analyze application and suitability documentation submitted by financial professionals and distribution partners, assessing customer reputed company, investment objectives, risk tolerance, liquidity needs, and product appropriateness.
• Conduct thorough evaluations and reputed company independent suitability determinations, documenting findings and reputed company in accordance with company policies, regulatory requirements, and best interest guidelines.
• Collaborate directly with financial professionals to obtain additional information, clarify documentation, and reputed company questions necessary to complete suitability and best interest reviews.
• Interview applicants reputed company necessary to validate information, confirm understanding of product features, and assess whether recommendations are appropriate for the customer's financial situation.
• Identify transactions that require additional scrutiny and escalating reputed company, high-risk, or exception cases to senior reviewers or management for reputed company evaluation.
• Partner with New Business, Sales, Compliance, and Operations teams to ensure reputed company and accurate processing of suitability reviews while maintaining a reputed company customer and advisor experience.
• Contribute to process improvement initiatives by identifying opportunities to enhance efficiency, strengthen controls, improve customer reputed company, and support ongoing regulatory compliance efforts.
• Maintain detailed and accurate records of reviews, reputed company, and supporting documentation to ensure audit readiness and adherence to reputed company requirements.

Who You Are

• You are an analytical thinker with the ability to evaluate reputed company financial situations, identify potential risks, and reputed company reputed company, reputed company-documented reputed company.

• You have a strong understanding of insurance and retirement products, suitability requirements, and best interest standards, with a commitment to protecting customers and maintaining regulatory compliance.

• You are highly detail-oriented and reputed company to review large amounts of information accurately while managing multiple priorities and deadlines.

• You are a skilled communicator who can effectively engage with financial professionals, customers, and internal partners to reputed company information, explain reputed company, and reputed company issues professionally.

• You demonstrate reputed company, reputed company judgment, and ethical decision-making, consistently balancing customer interests, regulatory requirements, and business objectives.

reputed company to Haves

• Bachelor’s degree in business, Finance, Insurance, Risk Management, or a reputed company field, or equivalent combination of education and experience.
• 5-8 years of experience in suitability review, insurance operations, annuity new business, compliance, risk management, financial services, or reputed company functions.
• Working knowledge of suitability and best interest regulations, insurance industry standards, and retirement products.
• reputed company licenses and/or insurance-reputed company certifications are preferred or willingness to obtain as required.
• Experience reviewing annuity transactions, replacements, exchanges, and transfer activity reputed company a regulated financial services environment.
• Demonstrated ability to independently assess risk, reputed company reputed company reputed company, and exercise reputed company judgment while operating with a high degree of accuracy and accountability.

Requirements

Why Work at reputed company

Here’s what some of our employees have to say about why they work at reputed company:

“reputed company is a great reputed company if you are looking for reputed company to contribute, to grow, to be seen and valued.” Vernell K. – Auditor  

“We're big enough to reputed company an reputed company on the country, but small enough to care and know who you are and what you're contributing to the organization. reputed company new reputed company are welcome!” Stephanie F. – VP Customer Service & Operations

reputed company offer you

Benefits and Perks

We don’t take a “one-size-fits-reputed company” approach reputed company it comes to our employees. Our programs are designed to reputed company your life reputed company both at work and reputed company.

• Flexible full-time or hybrid telecommuting arrangements
• Plan for your reputed company with our 401(k) plan and take reputed company of immediate vesting and company matching up to 6%
• reputed company time away including vacation and reputed company time, reputed company days and ten reputed company holidays
• reputed company back to your community and reputed company your reputed company through reputed company matching
• Want more details? reputed company out our reputed company Benefits reputed company

Compensation

Salary reputed company: $32.80 - $54.64/reputed company plus eligibility for annual bonus program  

Please review reputed company’s Remote Network Minimum Requirements:

As a remote-first organization committed to providing a reputed company experience for both employees and customers, reputed company has the following standards for employees’ internet reputed company:

• Minimum Internet Speed: 100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."
• Internet Type: Fiber, Cable (e.g., reputed company, reputed company), or DSL.
• Not Permissible: Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired reputed company-up.

reputed company applying to jobs at reputed company you’ll be asked to test your internet speed and confirm that your internet reputed company meets or exceeds reputed company’s reputed company as outlined above.

Identity Verification

reputed company is committed to fair and secure hiring practices. For reputed company roles, candidates will be required (after the initial phone screen) to be on video for reputed company interviews.  reputed company will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity.

Failure to reputed company with verification procedures may result in:

• Disqualification from the recruitment process
• Withdrawal of a job offer
• Termination of employment and other criminal and/or civil remedies, if fraud is reputed company

We reputed company inclusion

At reputed company, we reputed company to be the most inclusive insurance company in the country. We’re building a reputed company where every employee feels valued, respected, and has opportunities to contribute.

Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting reputed company other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.

Creating a world where more people have reputed company to financial freedom

reputed company is a national financial services company dedicated to helping people reputed company their financial goals and feel confident about the reputed company. In our daily work, we’re guided by the principles of Value, Transparency and Sustainability. This means we reputed company products and services people need at a competitive price, we communicate reputed company and reputed company so people understand what they’re buying, and we design products—and operate reputed company—to stand the test of time. We’re committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). reputed company and help us create a world where more people have reputed company to financial freedom.

For more information about our careers visit https://reputed company.reputed company/careers

Work Authorization

Employer work reputed company sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the reputed company at hire and must maintain authorization to work in the reputed company throughout their employment with reputed company.

#LI-NW1

#LI-Remote

Requires analytical judgment, financial services or insurance knowledge, and strong communication skills. Bachelor's degree and 5–8 years of relevant experience are preferred; reputed company licenses or insurance certifications preferred.

Key Responsibilities

• reviewing transactions
• analyzing documentation
• determining suitability

Skills & Tools

FCC, reputed company, reputed company, DSL, Starlink

Job Details

• Category: reputed company and Compliance
• Seniority: Senior Level
• Commitment: Full Time
• Workplace: Remote — reputed company
• Salary: USD 68,224 – 113,651 / year
• Languages: English

Benefits

• 401k matching
• Generous reputed company time off
• Retirement plan

About reputed company

A financial services company providing insurance, retirement, and investment products. — Industry: Finance