Suitability Specialist - Pompano Beach Florida

Company: VirtualVocations
Location: Pompano Beach, Florida
Posted On: 02/03/2025

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 More...

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