Annuity Suitability Analyst I

1 SW Security Benefit Pl, Topeka, KS 66606, USA Job Description Posted Tuesday, February 3, 2026 at 7:00 AM We're Looking for an experienced Annuity Suitability Analyst! About the Company: Security Benefit is a leader in the U.S. retirement market with more than $55 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement® We’re proud to have been recognized as one of the best in the business: Named to Ward’s 50 list of top-performing life-health insurance companies Recognized on list of Ingram’s Top 100 Private Companies in the Kansas City area in 2024 About the Role: As an Annuity Suitability Analyst you will perform duties related to the Company’s suitability processes and procedures to comply with state regulations. This includes the review of annuity new business applications. These reviews include, analyzing and approving or rejecting the new business applications based on the product applied for and customer’s suitability information collected at the time of the sale. The Annuity Suitability Analyst position reports to the Manager, Annuity Operations and Suitability and is based out of our home office in Topeka, Kansas. We work a hybrid schedule, offering flexibility to work both remotely and on-site. What We’re Looking For: Performs heightened review and ongoing follow up on all applications that do not pass initial suitability requirements. Determines suitability and communicates suitability decisions to agents, Marketing Organizations and/or appropriate internal departments. Maintains the reviews and the corresponding decisions regarding suitability. Conducts retrospective reviews of annuity applications that to ensure ongoing process remains in compliance and to detect any trends and/or issues relating to sales. Assist in auditing records of suitability reviews performed by third parties. Collaborate with internal departments regarding new product implementation and the corresponding suitability requirements. Assists management in developing and implementing policies and procedures regarding new products. Assists in monitoring state and federal regulatory changes relating to product suitability. This includes state insurance regulations, National Association of Insurance Commissioners (NAIC) and Financial Industry Regulatory Authority (FINRA) requirements. Assist management in developing and implementing new policies and procedures to comply with regulatory changes. Requirements: Bachelor’s degree in business administration or related field or combination of equivalent experience and education Two to four years’ experience in insurance compliance Thorough knowledge of annuity products and regulations, both on the federal and state level Demonstrated verbal and written communication skills Strong organizational and analytical skills Superior work ethic and the ability to work well with diverse personalities Must be a self-starter with ability to work independently Strong decision-making skills that can be applied in a fast-paced environment Meticulous attention to detail and time management Strong critical thinking skills Proficient in Microsoft Office applications Ability to cope with, implement and communicate continuous changes in a positive manner Ability to be productive and positive in the middle of a high-pressure/high profile process Ability to proactively define, set, implement and monitor procedures Why Choose Security Benefit? When you join our team, you’re not just getting a paycheck — you’re getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here’s what you can expect as a full-time Security Benefit associate: Competitive salary and annual incentive bonuses to reward your contributions. 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance). Paid parental leave after 90 days of service. 401(k) with company match, plus Profit Sharing & Savings Plan. Short- and Long-Term Disability Insurance to give you peace of mind. Flexible Spending Accounts for medical and dependent care. Life Insurance to protect your loved ones. Educational assistance to support your career development. Associate assistance programs for your personal and professional well-being. Ready to Make an Impact? Apply today by visiting our career page to submit your resume. We’re excited to meet you! Security Benefit is an Equal Opportunity Employer. 1 SW Security Benefit Pl, Topeka, KS 66606, USA #J-18808-Ljbffr