Remote Suitability Interest Analyst
Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-26
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for:
Remote Jobs
Remote/Work from Home
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Symetra Investment Management (SIM) is seeking a detail-oriented professional to adjudicate annuity sales, transfers, and exchanges, ensuring adherence to suitability and best-interest standards. You will review applications, assess customer profiles, and document decisions in collaboration with financial professionals and internal teams.
Ideal candidates have strong insurance knowledge, experience with regulatory requirements, and a track record of accurate, compliant determinations.
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