Annuities Compliance Consultant Annuities Compliance Consultant …

The Jacobson Group
in New York, NY, United States
Temporary, Full time
Last application, 01 Jul 20
Competitive
The Jacobson Group
in New York, NY, United States
Temporary, Full time
Last application, 01 Jul 20
Competitive
A life insurance client is looking for a remote Annuities Compliance Consultant to help support a vacancy.

Job Description:

A life insurance client is looking for an Annuities Compliance Consultant to help support a vacancy. This person will be expected to build a process and documentation for suitability standards and review suitability on all annuity sales and purchases. Additionally, the individual will perform regular audits of distributors to make sure they are meeting the client’s suitability standards. This opportunity is fully remote.

 

Requirements:

  • 5+ years of experience at a life insurance company or financial institution
  • 5+ years of experience in reviewing the sales of Annuities
  • 5+ years of conducting audits
  • Ability to build out suitability standards
  • Series 24 and 26 license is required

 

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