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Suitability Analyst at symetraexternal

Level
not_specified

Description

Symetra Investment Management (SIM) is seeking a Suitability Analyst to adjudicate and document the suitability and best interest of annuity sales, transfers, replacements, or exchanges. The role involves analyzing applications, conducting independent suitability determinations, collaborating with various stakeholders, and contributing to process improvements. The analyst must possess strong analytical, communication, and ethical decision-making skills, along with a deep understanding of insurance and retirement products.

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