Suitability Analyst

Amarillo TX
February 22 2018
Insurance, Securities

Functional Area:

CP - Compliance

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

American General Life Insurance Company

The Suitability Analyst will be responsible for providing suitability supervision for fixed and index annuity policies that are identified through the electronic screening supervision system (calculator) for further review. This position supports the business by providing suitability supervision which includes reviewing an annuity policy pre-issuance to ensure that the investment vehicle selected is a suitable investment for the client meeting their stated needs and is appropriate given the corresponding client information. This position will liaison between Compliance, New Business, and Sales to ensure that our requirements are met, information is received, and due diligence is conducted prior to issuance of fixed and index annuity business where supervision is required. Position Requirements: -Ability to effectively handle and prioritize multiple tasks in a fast-paced team environment to meet defined deadlines. -Excellent analytical and problem-solving skills. -Ability to work in a time-sensitive environment. -Excellent written and oral communication skills, including the ability to diplomatically find solutions to assist advisors and internal business partners. - Capable of understanding multiple administration systems (OASYS, AWD, Sunview, Navisys) - Very well versed in all products, Index Annuities, Fixed Annuities.... -Knowledgeable of company distribution channels

Job Requirements:
Education and/or Experience: -Two or more years of related experience conducting suitability review of transactions. -Thorough knowledge of securities products (i.e. mutual funds, variable annuities, alternative investments and individual securities), compliance requirements, as well as the broker/dealer industry.

It has been and will continue to be the policy of American International Group, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.

At AIG, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives