Life and Annuity Specialist

Job not on LinkedIn

🔥 1 minute ago

🌐 United States, Australia, +4 more countries – Remote

🇺🇸 United States – Remote 🇦🇺 Australia – Remote 🇨🇦 Canada – Remote 🇳🇿 New Zealand – Remote 🇬🇧 United Kingdom – Remote 🇩🇪 Germany – Remote

💵 $80 / hour

⏳ Contract/Temporary

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

👻 Ghost score 20%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Weekday (YC W21)

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2021

💼 Consulting

👥 HR Tech

☁️ SaaS

Consulting • HR Tech • SaaS

Weekday is a modern recruitment platform that combines AI technologies with a vast database of potential candidates, aiming to streamline the hiring process for companies in India. They offer various services, including a proactive outreach approach that helps employers connect with top talent, as well as tools for candidates to easily apply for jobs. Weekday's emphasis on candidate engagement through multiple channels, including email, WhatsApp, and phone calls, sets it apart in the competitive landscape of recruitment agencies.

📋 Description

• Design realistic scenarios involving needs analysis, product selection, illustrations, medical and financial underwriting, table ratings, replacements and 1035 exchanges, policy loans, surrenders, lapse and reinstatement • Create coverage recommendations, illustration comparisons, underwriting assessments, suitability rationales, replacement analyses and policy-service determinations • Write “golden” reference responses at experienced life and annuity practitioner quality • Grade AI-generated responses against structured rubrics for product accuracy, suitability, mathematical correctness and disclosure adequacy • Identify unsupported illustration assumptions, unsuitable recommendations, confusion between product types or tax treatments, and failures to apply replacement or disclosure requirements • Provide written feedback used by the research team to improve model behavior • Participate in onboarding office hours and calibration sessions

🎯 Requirements

• 2+ years of professional experience in life insurance or annuity advisory, underwriting, new business, policy administration, product, or suitability review • Experience with at least one product family: term, whole life, universal or indexed universal life, variable life, or fixed, indexed and variable annuities • Understanding of policy mechanics including cost of insurance, crediting, caps and participation rates, surrender charges, riders and guarantees • Ability to explain tax treatment and suitability considerations clearly and recognize when licensed or legal review is required • Excellent written communication, quantitative care and high attention to detail • Ability to distinguish product and suitability judgment from investment advice and formal tax or legal advice • CLU, ChFC, FLMI, CFP, or comparable designation (bonus qualification) • Active or previously held life and health producer license, or securities registration (bonus qualification) • Medical or financial life underwriting experience, including APS review, lab interpretation or reinsurance referral (bonus qualification) • Experience with buy-sell, key-person, estate-planning, premium-finance or executive-benefit cases (bonus qualification) • Experience with suitability, Reg BI, or state replacement and disclosure review (bonus qualification)