Suitability Analyst - Remote

Company Overview Symetra Investment Management (“SIM”) is a SEC-registered investment advisory firm with approximately $78 billion in assets under management as of March 31, 2025. Symetra Financial Corporation (“SFC”), a diversified financial services company with $68.4 billion in assets as of December 31, 2024, headquartered in Bellevue, Washington is the sole shareholder of SIM. SFC is also the holding company of Symetra Life Insurance Company (“ Symetra Life”), which was founded in 1957, and has insurer financial strength ratings of ‘A’ by A.M. Best and Standard & Poor’s and ‘A1’ by Moody’s. Symetra Life is among the top 40 largest life insurance companies in the United States (based on statutory admitted assets as of December 31, 2024) and has approximately 2.3 million customers and over 2,600 employees nationwide. SFC is a wholly owned subsidiary of Sumitomo Life Insurance Company, a mutual life insurance company with head offices in Osaka and Tokyo, Japan. Founded in 1907, Sumitomo is one of the largest life insurance companies in Japan with $327 billion of assets as of March 31, 2025. SIM currently has recently begun marketing its investment management services to third-party institutional investors. About the role Adjudicate and completely document the suitability and best interest of annuity sales, transfers, replacements, or exchanges according to Symetra ’s suitability guidelines. As needed, communicate and collaborate with financial professionals, their customers, distribution partners, and internal key stakeholders such as Law, Compliance, Sales, and New Business. What you will do Review new annuity sales, transfers, replacements, and exchanges to determine whether transactions meet Symetra 's suitability and best interest standards, ensuring recommendations align with customer needs, objectives, and financial circumstances. Analyze application and suitability documentation submitted by financial professionals and distribution partners, assessing custom