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Annuity Suitability Jobs in Rutherford, NJ (NOW HIRING)

Flourish

Risk & Controls Associate

New York, NY

$88K - $115K/yr

Knowledge of broker-dealer compliance requirements, including SEC Rule 17a-5 * Knowledge of NAIC Model Law on Suitability in Annuity Transactions * Knowledge of the AICPA Trust Services Criteria for ...

Flourish

Risk & Controls Associate

New York, NY · On-site

$88K - $115K/yr

Knowledge of broker-dealer compliance requirements, including SEC Rule 17a-5 * Knowledge of NAIC Model Law on Suitability in Annuity Transactions * Knowledge of the AICPA Trust Services Criteria for ...

LiveOnNY

Donation Coordinator

Long Island City, NY · On-site

$21.25 - $27/hr

... organ suitability. * Manage organ and tissue recovery in the operating room for brain death and ... annuity * Medical/Vision/Dental * Tuition reimbursement * Paid time Off * Pet Insurance * Life ...

LiveOnNY

Donation Coordinator

Long Island City, NY

$21.25 - $27/hr

... organ suitability. * Manage organ and tissue recovery in the operating room for brain death and ... annuity * Medical/Vision/Dental * Tuition reimbursement * Paid time Off * Pet Insurance * Life ...

LiveOnNY

Donation Coordinator

Long Island City, NY

... organ suitability. * Manage organ and tissue recovery in the operating room for brain death and ... annuity * Medical/Vision/Dental * Tuition reimbursement * Paid time Off * Pet Insurance * Life ...

All JobsAnnuity Suitability JobsAnnuity Suitability Jobs in Rutherford, NJ

Annuity Suitability information

See Rutherford, NJ salary details

$44.3K

$72.8K

$100.4K

How much do annuity suitability jobs pay per year?

As of Jul 15, 2026, the average yearly pay for annuity suitability in Rutherford, NJ is $72,825.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,200.00 and $80,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the 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 an Annuity Suitability job?

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.

What job categories do people searching Annuity Suitability jobs in Rutherford, NJ look for? The top searched job categories for Annuity Suitability jobs in Rutherford, NJ are:
What cities near Rutherford, NJ are hiring for Annuity Suitability jobs? Cities near Rutherford, NJ with the most Annuity Suitability job openings:
Annuity Suitability jobs near you
Infographic showing various Annuity Suitability job openings in Rutherford, NJ as of July 2026, with employment types broken down into 87% Full Time, 11% Part Time, 1% Contract, and 1% Nights. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $72,825 per year, or $35 per hour.
Part-Time Remote Licensed Life Insurance Agent (Commission Only)

Part-Time Remote Licensed Life Insurance Agent (Commission Only)

Luso-American Financial

Newark, NJ • Remote

Part-time

Re-posted 5 days ago

Job description

About us:

With over 150 years of dedicated service, deep roots in the Portuguese American community, and active operations across multiple states, we help individuals and families protect what matters most. We are proud to continue a legacy of community-focused financial services across generations, providing our team with a stable, deeply trusted brand to back their sales career growth.

Position Overview:

We are seeking an ambitious, self-motivated Part-Time Licensed Life Insurance Agent to join our growing team. This position is perfect for driven professionals looking to supplement their income or transition into the financial services industry. Your primary responsibility will be to prospect for new customers, self-generate leads, and grow sales within your network and community. To supplement your outbound efforts, the company will provide a targeted, smaller volume of premium, company-paid leads free of charge.

Key Responsibilities:

  • Prospect Leads: Source, network, and self-generate a pipeline of new life insurance and fixed annuity clients.
  • Supplementary Lead Management: Efficiently contact and convert the smaller volume of company-paid leads provided to you.
  • Conduct Consultations: Analyze a prospect's complete financial picture to identify gaps in family protection and retirement security.
  • Purpose Solutions: Tailor and present appropriate term, whole life, or fixed annuity solutions that match the client's needs.
  • Build Trust & Compliance: Establish authentic relationships to guide clients through the application process strictly within state regulatory guidelines.

Qualifications:

  • Active License: Current and valid NJ State Life Insurance Producer License (Required).
  • Education: High school diploma or equivalent required.
  • Annuity Certification: Completion of the state-mandated 4-hour Annuity Suitability Training course (or willingness to complete it immediately upon hire).
  • Experience: 1+ years of outbound sales, customer service, or community-networking experience.
  • Schedule: Ability to commit a minimum of 15-20 hours per week, including occasional evenings or weekends.
  • Traits: Strong self-discipline and excellent negotiation skills.
  • Background Check: Clean criminal background and state regulatory record.
  • Technology: Proficiency with CRM systems and digital quote calculators.

Company Description

With over 150 years of dedicated service, deep roots in the Portuguese American community, and active operations across multiple states, we help individuals and families protect what matters most. We are proud to continue a legacy of community-focused financial services across generations, providing our sales team with a stable, deeply trusted brand to back their professional growth. Specializing primarily in comprehensive life insurance solutions and fixed annuities, we combine historical stability with a forward-thinking environment where ambitious sales professionals can build a thriving, long-term career.