Suitability Specialist
Company: VirtualVocations
Location: Pompano Beach
Posted on: February 2, 2025
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Job Description:
A company is looking for a Suitability Specialist.
Key Responsibilities
Review and analyze applications and replacements to make
suitability decisions based on regulations and guidelines
Ensure compliance with internal policies and state and federal
regulations in the suitability review process
Respond to inquiries and collaborate with internal departments to
facilitate the annuity suitability review
Required Qualifications
High School Diploma or Equivalent required; Bachelor's Degree
preferred
Minimum of 1 year experience in the insurance, life insurance, or
annuity industry required
Minimum 6 months of relevant compliance or internal audit
experience preferred
Suitability or financial underwriting experience preferred
LOMA Designation preferred
Keywords: VirtualVocations, Coral Springs , Suitability Specialist, Other , Pompano Beach, Florida
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