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← Fidelity & Guaranty Life Insurance Company

Suitability Specialist III

Fidelity & Guaranty Life Insurance Company
Location
Remote
Posted
12 days ago
Department
Operations
What they actually want (must-haves)
  • High School Diploma or GED
  • 3+ years of relevant experience
  • Effective verbal and written communication skills
  • Good mathematical, analytical, organizational, and problem-solving skills
  • Strong customer service orientation
  • Ability to make independent decisions and solve practical problems
Nice to have
  • Bachelor's Degree
  • 3+ years insurance, life insurance or annuity industry experience
  • 1+ year of relevant compliance or internal audit experience
  • Suitability experience or financial underwriting experience
  • LOMA designation
What the job really is

The Suitability Specialist III role involves independently reviewing and analyzing clients' financial situations to determine the suitability of annuity contracts according to NAIC Suitability regulations and company standards. The specialist will handle complex cases, support workflow queues for the Suitability team, and participate in departmental projects. Effective communication with agents and clients, as well as maintaining knowledge of products and regulations, are key aspects of the job.

Things to weigh
  • No salary listed
  • Role does not have formal people leadership responsibilities
  • Position primarily involves sedentary work with long periods of sitting
Job score2.6/5
Benefits1/5
Freshness5/5
Career value3/5
Role clarity4/5
Pay transparency0/5

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