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Annuity Suitability Jobs (NOW HIRING)

Ethos Life

Annuity Sales Representative

$70K - $200K/yr

Completion of state-required Annuity Suitability training/certifications * 2-3 years of experience in direct-to-consumer annuity telesales (Fixed, Fixed-Index, or MYGA experience preferred) * 7+ ...

New York Life

$81K - $110K/yr

What You'll Do Review annuity, life insurance, and mutual fund transactions using administrative systems and provide Principal-level suitability determinations in accordance with company policies and ...

Manulife

Suitability Review Specialist

Austin, TX · Remote

$73K - $122K/yr

Strong understanding of annuity and life insurance products, including their features, benefits, risks, and suitability considerations. * Knowledge of financial planning concepts, retirement planning ...

New

Manulife

$73K - $122K/yr

Strong understanding of annuity and life insurance products, including their features, benefits, risks, and suitability considerations. * Knowledge of financial planning concepts, retirement planning ...

New

Manulife

$73K - $122K/yr

Strong understanding of annuity and life insurance products, including their features, benefits, risks, and suitability considerations. * Knowledge of financial planning concepts, retirement planning ...

New

Manulife

$73K - $122K/yr

Strong understanding of annuity and life insurance products, including their features, benefits, risks, and suitability considerations. * Knowledge of financial planning concepts, retirement planning ...

New

Manulife

Suitability Review Specialist

Miami Beach, FL · Remote

$73K - $122K/yr

Strong understanding of annuity and life insurance products, including their features, benefits, risks, and suitability considerations. * Knowledge of financial planning concepts, retirement planning ...

New

Manulife

$73K - $122K/yr

Strong understanding of annuity and life insurance products, including their features, benefits, risks, and suitability considerations. * Knowledge of financial planning concepts, retirement planning ...

New

Manulife

$73K - $122K/yr

Strong understanding of annuity and life insurance products, including their features, benefits, risks, and suitability considerations. * Knowledge of financial planning concepts, retirement planning ...

New

Manulife

Suitability Review Specialist

Tennessee, IL · Remote

$73K - $122K/yr

Strong understanding of annuity and life insurance products, including their features, benefits, risks, and suitability considerations. * Knowledge of financial planning concepts, retirement planning ...

New

Manulife

Suitability Review Specialist

Florida, NY · Remote

$73K - $122K/yr

Strong understanding of annuity and life insurance products, including their features, benefits, risks, and suitability considerations. * Knowledge of financial planning concepts, retirement planning ...

New

Manulife

Suitability Review Specialist

New Hampshire, OH · Remote

$73K - $122K/yr

Strong understanding of annuity and life insurance products, including their features, benefits, risks, and suitability considerations. * Knowledge of financial planning concepts, retirement planning ...

New

Manulife

$73K - $122K/yr

Strong understanding of annuity and life insurance products, including their features, benefits, risks, and suitability considerations. * Knowledge of financial planning concepts, retirement planning ...

New

Manulife

$73K - $122K/yr

Strong understanding of annuity and life insurance products, including their features, benefits, risks, and suitability considerations. * Knowledge of financial planning concepts, retirement planning ...

New

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Annuity Suitability information

See salary details

$43.5K

$71.4K

$98.5K

How much do annuity suitability jobs pay per year?

As of Aug 8, 2026, the average yearly pay for annuity suitability in the United States is $71,437.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $78,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in an annuity suitability position, and why are they important?

To thrive in Annuity Suitability, you need a strong knowledge of annuity products, insurance regulations, and compliance standards, often supported by FINRA or state insurance licenses. Familiarity with suitability review software, CRM systems, and regulatory databases is highly beneficial. Critical thinking, attention to detail, and clear communication skills are essential soft skills for evaluating client needs and collaborating with advisors. These abilities are crucial to ensure clients receive appropriate products while the company remains compliant with industry regulations.

What is annuity suitability?

An Annuity Suitability job involves evaluating whether annuity products are appropriate for clients based on their financial needs, goals, and risk tolerance. Professionals in this role review applications, assess regulatory compliance, and ensure that annuities align with the client's best interests. They work closely with advisors and underwriters to prevent unsuitable sales and protect consumers. Strong knowledge of financial regulations, insurance products, and customer financial profiles is required for this position.

What are some common challenges faced in an annuity suitability role?

One common challenge in an Annuity Suitability role is navigating complex regulatory requirements while assessing whether annuity products are appropriate for specific clients. Professionals in this field frequently review detailed client financial information and must stay current with evolving compliance standards, which demands ongoing learning and vigilance. Additionally, communicating findings and recommendations to financial advisors and clients involves a high level of accuracy and diplomacy. Successfully managing these challenges is key to ensuring ethical sales practices and protecting both clients and the organization.

More about Annuity Suitability jobs
What cities are hiring for Annuity Suitability jobs? Cities with the most Annuity Suitability job openings:
What states have the most Annuity Suitability jobs? States with the most job openings for Annuity Suitability jobs include:
What job categories do people searching Annuity Suitability jobs look for? The top searched job categories for Annuity Suitability jobs are:
Annuity Suitability jobs near you
Infographic showing various Annuity Suitability job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 75% Physical, 2% Hybrid, and 23% Remote job distribution, with an average salary of $71,437 per year, or $34.3 per hour.

Annuity Suitability Review Consultant

Revol One Financial

Urbandale, IA • Hybrid

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Location: Hybrid

Company Introduction

At Revol One Financial® we offer a unique and exciting opportunity be on the ground floor of a startup that will upend the industry by being a refreshingly straight forward insurance company. Do you like to make quick decisions? Influence projects and outcomes? Be empowered to make decisions? We work differently and have a collaborative, fun, casual culture with none of the entanglements and roadblocks of a typical corporate environment. As an Annuity Suitability Review Consultant of Revol One Financial, you will have the chance to mold & shape a critical area of Operations, work closely with leadership, work on numerous cross- function projects and wear multiple hats, all of which will be an excellent learning experience and provide opportunities for significant professional growth.

Revol One Mission & Core Values

Our Mission is to revolution how people feel, think and experience retirement solutions.

Our Core Values

  • Lead with Trust & Integrity – We walk the talk. Living with integrity means our actions always match our words.

  • Treat others with Respect & Humility – We value every individual. We respect and care for each fostering a supportive and empathetic workplace culture.

  • Always be Genuine, Honest & Transparent – We know what we are and what we are not. We let honesty and transparency guide our decisions and actions, ensuring we stay true to who we are.

  • Own Your Entrepreneurial Spirit – Everyone acts like an entrepreneur. We take initiative, own our actions, and drive innovation.

  • Embrace Fun & Flexibility – Agility and positivity defines us. We embrace the fun in everything we do staying nimble and enthusiastic.

  • We are One Revol One Financial – We Can, and we Will succeed together. We face challenges head on with determination and commitment, confident in our ability to succeed.

Annuity Suitability Review Consultant

The Annuity Suitability Review Consultant will own all aspects of our Suitability process, including process design, factor calculation, exception handling, agent and customer communication, statistical tracking and reporting, and working with our Director of Operations & Chief Compliance Officer to handle all regulatory inquiries and reporting.? The role will also include working closely with other operational functions of agent onboarding, commissions, new business, post issue and claims at Revol One. As an Annuity Suitability Review Consultant, you will be responsible for cross-functional duties across all service areas, enabling an end-to-end completion of processes and creating an exceptional experience for Agents and clients. The role will require collaboration among team members in a small team environment, where every individual will be critical to the team’s overall success.???

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Building relationships with our agents/producers will be crucial to differentiate Revol One as a preferred partner.? The Customer Care team will be the foundation to creating this partnership and exemplifying Revol One as a company that: completes work end to end quickly, does what we say we’ll do, creates a positive and friendly experience for all our customers, and resolves any problems that occur along the way.?

Major Duties & Responsibilities

  • Lead the Suitability process, including the development, implementation of rules and AI, and enhancement of procedures, reporting mechanisms, and communication strategies, fostering a culture of excellence and compliance within the organization.?

  • Serve as the primary point of contact for Agents and clients, promptly addressing inquiries and requests through various channels such as calls, emails, and chats, while demonstrating leadership qualities in communication and problem-solving.?

  • Take ownership of cultivating an exceptional agent experience through effective communication, empathy, and a proactive approach, while also providing mentorship and guidance to new team members as the department expands.?

  • Develop expertise in our cutting-edge technology platforms to deliver unparalleled technology support to our customers, demonstrating our platform capabilities effectively, and providing training to colleagues as needed to ensure widespread proficiency.?

  • Collaborate in the design, testing, and refinement of our technology solutions to ensure they meet the evolving needs of our stakeholders, leveraging leadership skills to facilitate cross-functional teamwork and innovation.?

  • Execute transactions accurately and efficiently, maintaining operational excellence and adherence to established timelines, while also training others on transactional processes to build a capable and cohesive team.

    • Apply sound judgment in decision-making processes to uphold a positive customer experience while mitigating risks to Revol One and our clients, providing guidance and training to team members to develop their own decision-making skills.?

    • Demonstrate a keen awareness of compliance requirements, ensuring that all actions prioritize customer safety and regulatory adherence, and provide ongoing training to ensure all team members are well-versed in compliance protocols.?

    • Meet productivity and efficiency metrics and goals while continuously seeking opportunities for process improvement, leading by example and providing training and support to enable others to achieve success in their roles.?

    • Undertake additional cross-functional duties as assigned, contributing to the overall success of the team and organization, and providing training and guidance to colleagues as needed to ensure seamless collaboration across departments.?

Skills, Experience & Qualifications

  • Bachelor’s degree or High School equivalent plus significant Annuity Suitability experience??

  • Advanced knowledge in annuity operations and the insurance industry.??

  • Strong orientation to teamwork and partnering, internally and externally.?

  • Ability to manage/execute multiple tasks/workstreams simultaneously, work under pressure, and remain focused in a fast-paced start-up environment.?

  • Ability to grasp complex concepts and apply them.?

  • Experience delivering high-quality outputs and customer experiences.???

  • Ability to thrive in an environment of autonomy, ambiguity, and minimal bureaucracy or “red tape.”??

  • Sound judgment, financial acumen, high attention to detail?

  • Innovative thinking, strong people skills, relationship building.?

  • Excellent communication & presentation skills??

  • High energy individual that takes initiative - has ability to work independently and handle ambiguity.?

Revol One Financial® is the marketing name for Revol One Insurance Company. Revol One Insurance Company is responsible for its own financial and contractual obligations. Revol One Insurance Company is not authorized to conduct business in the state of New York.


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