Business Analyst with Fixed/FIA annuities experience at Roth Staffing Companies in Newport Beach, California

Job Description:

Roth Staffing is looking for Business Analyst-Annuity Suitability Reviewer with Fixed/FIA annuities experience.


JOB DESCRIPTION
* Determine the suitability of new business fixed annuity applications recommended by direct-appointed producers and representatives of broker/dealers with whom Pacific Life has an amended selling agreement to perform this function.
* Track and document the suitability reviews in the appropriate database according to established policies and procedures.
* Follow up directly with producers and financial professionals when more information or documentation is needed in order to conduct a thorough review.
* Maintain and update as needed policies and procedures for the fixed annuity review process.


TECHNICAL SKILLS
Must Have
* 8+ Years of exp
* Exceptional multitasking skills
* Experience with Fixed/FIA annuities
* Must be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracy while showing initiative to help improve or redesign key processes


Nice To Have
* ability to easily navigate database systems to find information
* Experience in insurance compliance
* Experience reviewing annuities for suitability
* Familiarity with Pacific Life's fixed annuity product lineup


All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.