Security Benefit · 14 hours ago
Annuity Suitability Analyst I
Topeka, KS
Full-time
Hybrid
Entry, Mid Level
2+ years expSecurity Benefit is a leader in the U.S. retirement market with more than $55 billion in assets under management. As an Annuity Suitability Analyst, you will perform duties related to the Company’s suitability processes and procedures to comply with state regulations, including reviewing annuity new business applications and ensuring compliance with regulatory changes.
CrowdfundingFinancial ServicesInformation Technology
Responsibilities
Performs heightened review and ongoing follow up on all applications that do not pass initial suitability requirements
Determines suitability and communicates suitability decisions to agents, Marketing Organizations and/or appropriate internal departments
Maintains proper records regarding the reviews and the corresponding decisions regarding suitability
Conducts retrospective reviews of annuity applications that to ensure ongoing process remains in compliance and to detect any trends and/or issues relating to sales
Assist in auditing records of suitability reviews performed by third parties
Collaborate with internal departments regarding new product implementation and the corresponding suitability requirements
Assists management in developing and implementing policies and procedures regarding new products
Assists in monitoring state and federal regulatory changes relating to product suitability. This includes state insurance regulations, National Association of Insurance Commissioners (NAIC) and Financial Industry Regulatory Authority (FINRA) requirements
Assist management in developing and implementing new policies and procedures to comply with regulatory changes
Qualification
Required
Bachelor's degree in business administration or related field or combination of equivalent experience and education
Two to four years' experience in insurance compliance
Thorough knowledge of annuity products and regulations, both on the federal and state level
Demonstrated verbal and written communication skills
Strong organizational and analytical skills
Superior work ethic and the ability to work well with diverse personalities
Must be a self-starter with ability to work independently
Strong decision-making skills that can be applied in a fast-paced environment
Meticulous attention to detail and time management
Strong critical thinking skills
Proficient in Microsoft Office applications
Ability to cope with, implement and communicate continuous changes in a positive manner
Ability to be productive and positive in the middle of a high-pressure/high profile process
Ability to proactively define, set, implement and monitor procedures
Benefits
Competitive salary and annual incentive bonuses to reward your contributions.
33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
Paid parental leave after 90 days of service.
Comprehensive medical, dental & vision insurance.
401(k) with company match, plus Profit Sharing & Savings Plan.
Short- and Long-Term Disability Insurance to give you peace of mind.
Flexible Spending Accounts for medical and dependent care.
Life Insurance to protect your loved ones.
Educational assistance to support your career development.
Associate assistance programs for your personal and professional well-being.
Company
Security Benefit
Security Benefit is a financial service provider company.
501-1000 employees
H1B Sponsorship
Security Benefit has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (16)
2022 (13)
2021 (10)
2020 (12)
Funding
Current Stage
Late StageTotal Funding
$1.15B2025-09-26Debt Financing· $500M
2024-10-30Debt Financing· $650M
Leadership Team
Doug Wolff
CEO & President
Recent News
2025-09-19
Company data provided by crunchbase