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Senior Suitability Review Specialist – Annuity Compliance

Job in West Des Moines, Polk County, Iowa, 50265, USA
Listing for: Sammons Financial Group Companies
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst, Financial Services, Financial Compliance, Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 45000 - 75000 USD Yearly USD 45000.00 75000.00 YEAR
Job Description & How to Apply Below

Sammons Financial Group is seeking a detail-oriented professional to independently review fixed annuity applications for suitability and best interest, ensuring compliance with NAIC and federal/state rules. You will gather information, analyze risk and customer needs, and document decisions for final recommendations.

We value empathy, clear communication and collaboration with agents and internal teams. This role offers strong benefits, a stable schedule and opportunities for development within

We are currently recruiting a Senior Suitability Review Specialist – Annuity Compliance for our team in West Des Moines, IA, United States.

As a Senior Suitability Review Specialist – Annuity Compliance, you will play an important part at Sammons Financial Group Companies in West Des Moines, IA, United States.

We invite applications for the Senior Suitability Review Specialist – Annuity Compliance position located in West Des Moines, IA, United States.

Position Requirements
10+ Years work experience
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