Job Summary
The Suitability Specialist I position is responsible for 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 reports to Supervisor, Suitability Team and has no direct reports.
Duties and Responsibilities
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