About The Position

Symetra is hiring a Compliance Analyst II to support its producer oversight and third-party suitability programs. The role assists in leading project initiatives and serves as a functional expert in assigned areas. It may involve establishing and implementing policies, procedures, processes, and best practices to promote compliance with applicable laws and contractual obligations, as well as supporting regulatory examinations, compliance monitoring, product design, and filing requirements. The analyst collaborates with departments, management at multiple levels, senior management, and internal clients, both independently and as part of a team. The role requires reviewing complex information, identifying critical issues, and making recommendations that account for risks, benefits, and alternative perspectives. The analyst also works with Data Analytics and/or Technology teams to develop automated solutions and reports. Some use of artificial intelligence is preferred, along with an interest in learning about and applying AI. This is a remote role. Remote employees must have internet service of at least 100 Mbps download and 20 Mbps upload through fiber, cable, or DSL; satellite, cellular broadband, other wireless technology, and wired dial-up are not permitted. Applicants must be authorized to work in the United States, and visa sponsorship is not provided.

Requirements

  • High school diploma required.
  • College degree or equivalent experience required.
  • At least 5–8 years of experience supporting producer oversight and suitability programs.
  • FINRA Series 24 or Series 26 required.
  • Demonstrated understanding of annuity and life insurance products, including Registered Indexed-Linked Annuities (RILAs).
  • Ability to adapt to changing priorities and support evolving business needs and regulatory requirements.
  • Strong analytical and problem-solving abilities, including translating regulatory requirements into operational practice and applying a broad perspective to challenges.
  • Ability to review, interpret, and analyze documentation and data for accuracy, relevance, and compliance.
  • Experience using and implementing productivity tools, including data analytics and AI-driven solutions.
  • Ability to work independently and collaboratively and advise senior stakeholders.
  • Excellent communication, presentation, and organizational skills.
  • Proficiency with Microsoft Office, SharePoint, Teams, and other business productivity tools.
  • Applicants must be authorized to work in the United States at hire and maintain authorization throughout employment; employer work visa sponsorship and support are not provided.
  • Remote employees must have internet of at least 100 Mbps download and 20 Mbps upload through fiber, cable, or DSL; satellite, cellular broadband, other wireless technology, and wired dial-up are not permitted.
  • Candidates must participate in video interviews after the initial phone screen and comply with identity verification procedures.

Nice To Haves

  • AIRC and/or FLMI designation preferred.
  • Some use of artificial intelligence is preferred, with a general desire to learn more about and leverage AI.

Responsibilities

  • Assist in leading project initiatives and collaborate with leadership in decision-making.
  • Independently interact with internal clients and act as a functional expert on assigned projects supporting Symetra’s producer oversight and third-party suitability programs.
  • Independently manage special projects and regulatory analysis as needed.
  • Establish and implement standard policies, procedures, processes, and best practices to promote compliance with applicable laws and contractual obligations, as assigned.
  • Assist with regulatory examinations, compliance monitoring efforts, product design, and filing requirements, as needed.
  • Review complex information, distill critical issues, and make recommendations that consider risks, benefits, and alternative perspectives.
  • Work with Data Analytics and/or Technology teams to develop automated solutions and reports supporting the program.
  • Ensure visibility into work efforts and alignment in communications.

Benefits

  • 401(k) plan with immediate vesting and company matching up to 6%.
  • Paid time away, including vacation and sick time, flex days, and ten paid holidays.
  • Company matching to double employees’ community-giving impact.
  • Flexible full-time or hybrid telecommuting arrangements.
  • Eligibility for Company Annual Bonus.
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