Suitability Coordinator at F&G (Remote)

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Role Summary:

This position is responsible for the daily review of annuity transactions to assess suitability in accordance with company standards.  

Role-Specific Responsibilities:

  • Perform timely determinations regarding whether to accept or decline an application based on company and regulatory guidelines.
  • Review annuity new business and suitability documentation. Gather additional information and provide analysis, extensively document decisions and actions, evaluate and execute information for final suitability recommendation.
  • Build and maintain strong working relationships with internal partners and agents to communicate and educate on the company’s suitability guidelines.
  • Maintain efficient customer service standards.
  • Maintain comprehensive knowledge of offered annuity products and suitability guidelines outlined by the company.

Risk Responsibilities:

  • Effectively communicate and provide agents, company personnel, and third-party administrator with support and education on the company’s suitability program.
  • Resolve moderate to complex operational issues pertaining to suitability review and guidelines.
  • Maintain strong working knowledge of the company’s products, administrative systems and procedures.

Education and Experience 

  • AA or BA degree preferred.
  • Relevant experience considered in lieu of degree.
  • 2 years of life and/or annuity experience, with focus on data, quality standards, documentation, audit, and/or implementation of regulatory changes.
  • Project Management or Business Analyst experience a plus.
  • LOMA coursework and/or formal business process improvement training such as Six Sigma is a plus.

#INDHP

#LI-Remote

Work Environments

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

Join our employee-centric hybrid work environment: fglife.com/about/culture.html

About F&G

Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.

As an Iowa Top Workplace1 and a proud equal opportunity employer, F&G employees are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company, while continuing to be a great place to work.

1Des Moines Register Top Workplaces 2018-2021.

Link: https://topworkplaces.com/company/fidelity-guaranty-life/desmoinesregister/

More Information on F&G
F&G operates in the Insurance industry. The company is located in Des Moines, IA. F&G was founded in 1959. It has 587 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 25 open jobs at F&G, click here.
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