Suitability Specialist

Athene • West Des Moines, IA

2d

About The Position

We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations. Purpose: The Suitability Specialist is a fast-paced and dynamic role that combines financial analysis, risk-based decision making and being a point of contact to our key distribution partners for Suitability. Suitability Specialists partner with producers to help their clients “Retire Better” and make sure we are following Suitability regulations.

Requirements

• College degree preferred, but not required. Military experience will be considered in lieu of formal degree.
• 1+ years of financial or insurance industry experience required; annuity processing strongly preferred.
• Proven track record of navigating multiple computer systems with minimal assistance required
• Demonstrated effective verbal and written communications required to explain sophisticated concepts and processes to a diverse customer base.
• Prior experience analyzing and evaluating data to make business decisions required.
• Drive.
• Discipline.
• Confidence.
• Focus.
• Commitment.

Responsibilities

• Analyzes policy contracts and customer financial information to determine suitability of the annuity sale, focusing on Athene’s guidelines as well as NAIC Suitability, state, and federal regulations.
• Evaluates and reviews suitability documentation for validity and completeness.
• Gather additional information and provide analysis, extensively document decisions and actions, and evaluate and complete information for final suitability recommendation.
• Communicates effectively with the producer, back office and/or Business Relationship Management/Sales staff. This includes both e-mail and telephone work.
• Builds and maintains Suitability knowledge of our products and regulations.
• Manages outstanding requirements as part of the suitability process.
• Contacts customers to validate information provided to analyze suitability of products.
• Provides prompt, courteous, and accurate customer service related to suitability, regulatory issues, and contract requirements
• Ensures accurate, efficient, and consistent analysis through established workflow processes.
• Communicates and partners with our Compliance department on higher risk suitability cases.
• Actively participates as a team member in identifying trends to assist with problem resolution.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees