Compliance Analyst II, Producer Oversight and Suitability Programs - Remote

Symetra
United States
Workplace: RemoteFull timeUSD 72,700 - 121,100 annuallyFunction: Legal, Risk & ComplianceExperience: 5-8 yearsEducation: bachelorsSkills: ["Analytical thinking","Communication","Presentation","Organizational skills","Problem-solving"]

Assist in leading project initiatives as a functional expert for producer oversight and third-party suitability programs. Establish and implement compliance policies, procedures, and best practices; support regulatory examinations and compliance monitoring; and contribute to product design and filing requirements. Work with leadership and internal clients to review complex information, distill key issues, and recommend risk-informed actions while ensuring clear communication. Use Microsoft tools and data analytics (and some AI) to build automated reports and solutions.

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Symetra
Symetra
1 week ago

Compliance Analyst II, Producer Oversight and Suitability Programs - Remote

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Assist in leading project initiatives as a functional expert for producer oversight and third-party suitability programs. Establish and implement compliance policies, procedures, and best practices; support regulatory examinations and compliance monitoring; and contribute to product design and filing requirements. Work with leadership and internal clients to review complex information, distill key issues, and recommend risk-informed actions while ensuring clear communication. Use Microsoft tools and data analytics (and some AI) to build automated reports and solutions.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Assist in leading project initiatives and act as a functional expert on assigned work for producer oversight and third-party suitability programs.
  • •Establish and implement standard compliance policies, procedures, processes, and best practices to meet legal and contractual obligations.
  • •Assist with regulatory examinations and compliance monitoring efforts.
  • •Independently manage special projects and regulatory analysis as needed.
  • •Support product design and filing requirements and provide recommendations to senior management based on complex information.

Pay and Benefits

Salary: USD 72,700 - 121,100 annually
Perks:401kPaid LeavePaid HolidaysSick TimeFlex Days

Key Requirements

  • •High school diploma required; college degree of equivalent experience required.
  • •At least 5-8 years of experience supporting producer oversight and suitability programs.
  • •FINRA Series 24/26 required.
  • •Demonstrated understanding of annuity and life insurance products, including Registered Indexed-Linked Annuities (RILAs).
  • •Proficiency with Microsoft Office/SharePoint/Teams and experience using data analytics and AI-driven solutions.
Experience:5-8 yearsInsuranceFinancial services
Education:Bachelor's
Skills:Analytical thinkingCommunicationPresentationOrganizational skillsProblem-solving
Certifications:FINRA Series 24FINRA Series 26AIRCFLMI
Tech Stack:Microsoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft AccessSharePointMicrosoft TeamsData analyticsAI

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Symetra
Provides life insurance, annuities, retirement solutions, and employee benefits to individuals, employers, and financial institutions. Symetra focuses on protecting financial futures through insurance products and retirement services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: Bellevue, United States
Founded: 1957
WebsiteLinkedIn