Annuity Suitability Consultant

AAA Life Insurance Company

Annuity Processing/Suitability Consultant managing the lifecycle of annuity contracts at AAA Life. Performing suitability reviews and collaborating with internal teams to ensure compliance.

Posted 4/15/2026full-timeRemote • Missouri • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Perform suitability reviews and work with the agents to get suitability approval.
Review and process incoming annuity applications, ensuring all required documentation is complete and accurate.
Review policies/applications both inforce and new applications for suitability.
Process policy modifications, such as beneficiary updates, contract transfers, and partial and full withdrawals for all forms of withdrawals, in a timely manner.
Handle requests for annuity payments, including annuitization and scheduled disbursements.
Ensure all processing activities adhere to regulatory requirements, internal policies, and industry best practices.
Proactively monitor reporting and cases to assure that sales objectives are achieved.

Requirements

What you’ll need

Bachelor’s degree in Business Administration, Finance, Insurance, or a related field (preferred).
6-8 years of experience in annuity processing, life insurance, or financial services operations.
Experience performing suitability reviews is highly desirable.
Experience with insurance or annuity systems (such as Policy Administration Systems) is highly desirable.
Strong understanding of annuity products, processing procedures, and regulatory compliance.
Proficient in Microsoft Office Suite (Excel, Word, etc.) and familiar with internal systems used for annuity processing.
Strong analytical and problem-solving abilities.
Effective communication skills, both written and verbal, with a customer service orientation.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

annuity processingsuitability reviewspolicy modificationsregulatory complianceanalytical skillsproblem-solving skills

Soft Skills

effective communicationcustomer service orientation

Certifications

Bachelor’s degree in Business AdministrationBachelor’s degree in FinanceBachelor’s degree in Insurance