job posting · greenhouse
Fidelity & Guaranty Life: Suitability Specialist III
Observed on the employer’s careers system, last checked 2026-09-09.
- Employer
- Fidelity & Guaranty Life
- Location
- Remote
- Category
- Operations
- Posted
- 2026-09-08
- Careers system
- greenhouse
- Observed
- 2026-09-09
Role description
Verbatim from the employer’s posting, rendered as plain text.
Job Summary The Suitability Specialist III is responsible for independently reviewing and analyzing clients’ current financial situation and future situation and future financial needs by applying NAIC Suitability against the Annuity Transactions Model Regulation, the company and the industry standards to determine whether an annuity contract can be issued while considering company risk. This position will be responsible for more complex cases and supporting workflow queues for the Suitability team. and participate in departmental projects as assigned. Duties & Responsibilities Analyzes all forms of business (e.g., applications, replacements) to determine suitability in accordance with NAIC Suitability, and applicable industry regulations, company guidelines, and best practices Reviews suitability documentation for validity and completeness; evaluates complete information, analyzes…
Provenance
7989113003