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Annuity Suitability & Compliance Specialist

Job in West Des Moines, Polk County, Iowa, 50265, USA
Listing for: Sammons Financial Group Inc.
Full Time position
Listed on 2026-10-09
Job specializations:
  • Finance & Banking
    Financial Services
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 conduct suitability reviews for fixed annuities, ensuring NAIC and regulatory compliance. The role involves handling customer interactions by phone and email, and building knowledge of annuity products while coordinating with various departments.

The candidate will learn applicable state and federal regulations, support marketing/material reviews, and contribute to a values-driven, attendance-conscious workplace

Are you ready to take on the Annuity Suitability & Compliance Specialist role at Sammons Financial Group Inc.?

This opportunity is part of our work in Finance, Management & Operations, IT & Technology.

The advertised compensation is 45.000 - 75.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Annuity Suitability & Compliance Specialist role in the description above.

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