Life & Annuity Specialist - Advisor
Mercor
Job Description
Job Description
About the job
Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey .
Position: Life & Annuity Specialist
Type: Contract
Compensation: $800/hour
Location: Remote
Commitment: 20–40+ hours/week
Role Responsibilities
- Design realistic scenarios involving needs analysis, product selection, and underwriting. Develop illustrations, table ratings, replacements, and policy-service determinations.
- Create work products such as coverage recommendations, illustration comparisons, and underwriting assessments. Provide suitability rationales and replacement analyses.
- Write "golden" reference responses at experienced life and annuity practitioner quality. Ensure high standards in all outputs.
- Grade AI-generated responses against structured rubrics for product accuracy and suitability. Evaluate mathematical correctness and disclosure adequacy.
- Identify unsupported illustration assumptions and unsuitable recommendations. Detect confusion between product types or tax treatments.
- Provide written feedback to the research team to improve model behavior. Participate in onboarding office hours and calibration sessions.
Qualifications
Must-Have
- 2+ years of professional experience in life insurance or annuity advisory, underwriting, or policy administration.
- Experience with at least one product family such as term, whole life, or universal life.
- Understanding of policy mechanics like cost of insurance and surrender charges.
- Ability to explain tax treatment and suitability considerations clearly.
- Excellent written communication and high attention to detail.
- Ability to distinguish product and suitability judgment from investment advice.
Preferred
- CLU , ChFC , FLMI , CFP , or comparable designation.
- Active or previously held life and health producer license, or securities registration.
- Medical or financial life underwriting experience, including APS review.
- Experience with buy-sell, key-person, or estate-planning cases.
- Experience with suitability, Reg BI , or state replacement and disclosure review.
Start Date
- Immediately ; applications reviewed on a rolling basis.
Application Process (Takes 20–30 mins to complete)
- Upload resume
- AI interview based on your resume
- Submit form
Resources & Support
- For details about the interview process and platform information, please check:
- For any help or support, reach out to: View email address on ziprecruiter.com
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
Vacancy posted 8 days ago
Similar jobs that could be interesting for youBased on the Life & Annuity Specialist - Advisor in New York, NY vacancy
$121k - $181.5k
What You'll Be Doing The Advisor Directed Programs Sr. Specialist works on all aspects of the team's respective advisory programs. The Sr. Specialist... ...health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.Stifel is an Equal...SuggestedFlexible hoursStifel Financial
New York, NY2 days ago- ...Child Life Specialist **Number of hours and duration of working are flexible** Located in Manhattan, The New York Proton Center (NYPC) is one of the most unique and respected clinical partnerships in the world of proton therapy. The collaboration between Memorial...SuggestedHourly payLocal areaFlexible hours
NY Proton Center
New York, NY4 days ago $75 per hour
...and youth as they navigate challenging health situations? Doral Health & Wellness is seeking a skilled and compassionate Child Life Specialist to join our dynamic team! Type: Per Diem 1099 Independent Contractor Specialty: Help children/youth better understand and...SuggestedHourly payDaily paidFor contractorsFlexible hoursDoral Medical and Multi Specialty Facility LLC
New York, NY4 days ago- ...hands-on, well-connected, and strategically minded Social Media Specialist based in New York City to own and elevate Fever's social media... ...cross-functional partners to bring Fever's biggest moments to life on social. The right person already lives and breathes the New...SuggestedLocal areaFlexible hoursShift work
FeverUp
New York, NY1 day ago - ...Women In Need, Inc. (Win) in Brooklyn, NY is seeking an Employment Specialist (Job Developer) to help clients in transitional housing achieve financial stability through employment and education. You will provide job readiness, career coaching, and direct connections...Suggested
Women In Need
New York, NY3 days ago - ...skills needed to live successfully in the community and participate in school or work, as appropriate. POSITION OVERVIEW The Life Skills Specialist is a key member of the Westchester Ave CCR team, providing direct support to youth in developing daily living skills such...Work at officeLocal areaWork from homeFlexible hours
- Managing annuity transactions from submission through completion, the full-time remote Annuity Case Management Specialist will ensure accuracy and efficiency while providing exceptional service and support to customers and distribution partners. Key responsibilities:...Full timeRemote work
$75 per hour
Doral Medical and Multi Specialty Facility LLC is seeking a skilled Child Life Specialist in New York, NY. This per diem role involves supporting children and youth as they navigate challenging health situations through therapeutic programs and individual sessions. The...Hourly payDaily paidFlexible hours- A leading insurance company is seeking a Telephone Verification Operator. This remote position requires making calls to verify life and health insurance applications, ensuring effective communication and documentation. The ideal candidate has excellent customer service...Remote job
$56.3k - $70.4k
Child Life Specialist Req #: 0000265750 Category: Behavioral and Mental Health Status: Full-Time Shift: Day Facility: Childrens Specialized Hosp Department: Recreational Therapy Pay Range: $56,300.00 - $70,400.00 per year Location: 200 Somerset St., New Brunswick...Full timeTemporary workInternshipFlexible hoursShift work- Securian Financial Group is seeking a Life Underwriting Consultant for a remote role based in Minnesota. You will evaluate life insurance applications, assess medical and financial risks, and determine appropriate classifications within authority limits. The role emphasizes...Remote job
- ...position is a client-based role where you are in business for yourself, but not by yourself. As a Financial Professional with New York life you will guide individuals, families and businesses alike into the financial future they desire by utilizing our expansive insurance...
New York Life Insurance Company
New York, NYa month ago $130k - $150k
Technical Life Sciences Consultant – AI, Data & Cloud Platforms Location: New York / New Jersey Note: This position is not eligible... ...solution design, and strategic planning. Serve as a trusted advisor to senior business and technology stakeholders throughout the...AOB Recruitment
New York, NYa month ago- ...of a collaborative, high‑performing paid social team Clear expectations, strong culture, and realistic work‑life balance If you’re a paid social specialist looking for a role where you can own campaigns and make a direct impact, apply now or reach out for more details...Remote work
- ...In this role, you will work closely with the Creator Relations Specialist to support content operations, campaign execution, and community... ...hardware ecosystem for work. Annual Bonus Top-tier Health and Life Insurance for peace of mind. Transportation Budget to support your...Full timeInternshipWorldwideRelocation
$68.34k - $77k
...Social Media Editor to shape and grow the brand's voice across platforms. This is an exciting opportunity to bring lifestyle content to life in social-first ways and engage a highly loyal audience with fresh, compelling storytelling. Social Media Editor Role Type Full-time...Full time$27.48 - $30.22 per hour
...mission;Bachelor's degree preferred, or equivalent experience and skill set.We seek talented, dedicated individuals from all walks of life who possess a strong commitment to Fortune’s mission. Relevant personal experience is a plus.Travel Requirements:The Social Media...Hourly payPermanent employmentFull timeInternshipWork at officeRemote workMonday to FridayWeekend workAfternoon shift$66.35k - $93.71k
Social Media Specialist Northeastern University Application Link: To apply for this role,please click here About Social Media within the... ...benefits include: Medical and dental insurance Retirement plan Life and disability insurance Paid vacation, sick time, leave of absence...Work experience placementRemote workWorldwide$28 per hour
...Associate is part of the Brand Marketing team. You will support local and global marketing efforts to bring the JOE & THE JUICE brand to life across social media, community activations, and creative campaigns. The role is hands‑on, dynamic, and perfect for someone...Hourly payCasual workLocal areaWorldwide$55k - $65k
...John D. Rockefeller III - "The arts are not for the privileged few, but for the many. Their place is not on the periphery of daily life, but at its center." We welcome applicants from all sectors who agilely solve problems, show up as they are, and can't stop innovating...Full timeWork experience placementWork at officeLocal areaRemote work- Social Media Specialist United States LTK's mission is to empower the world's premium lifestyle Creators to achieve maximum economic success... ...Social Media Specialist to help bring LTK's social presence to life through compelling, platform-native content across Instagram,...Full timeTemporary workSummer workH1bRemote workFlexible hours
$74k - $80k
...0K annually Health, dental and vision insurance 403(b) employee investment plan available, with employer contribution once eligible Life insurance, short-term and long-term disability coverage Paid holiday, vacation, and sick leave POGO is committed to a diverse and inclusive...Full timeTemporary workRemote work$30 - $33 per hour
Job Title: Social Media Specialist / Community Manager Contract Type: W2, until end of year 12/31/26 (Potential to Extend) Location: New... ...to full‑time employees: medical, dental, vision, disability, life insurance, 401k and commuter benefits. Synergis is proud to be...Hourly payFull timeContract workLocal areaRemote work- .../ creator outreach and collaboration experience. Video-first skills — you can shoot, edit, and caption short-form that performs. Benefits 100% remote opportunity. 5 days working. Excellent work-life balance. Scope to experiment with lots of AI tools. Enterprise MonkeyFull timeImmediate startRemote workShift work
- ...from you If you meet a number of the requirements, but not all, we encourage you to submit your application. We highly value diverse life experiences and perspectives and were open to adapting the role to suit the right person. You can learn more about working with us...Remote jobFlexible hours
$75k - $110k
...our team actually uses to recharge. We believe that a stronger company and a better product are built by people from all walks of life. We hire without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital...Odd job- Social Media Specialist (Remote/WFH) Remote - Philippines PLACE is an end-to-end technology and business services platform designed to simplify... ...doing the right thing, seeking first to understand, and living life passionately. It is engaging, challenging and absolutely...Remote jobWork from home
- Sudhir Kove Life Transformation Academy is seeking a proactive social media specialist to develop and implement strategies across Facebook, Instagram, and Twitter to boost brand awareness and audience engagement. The role involves creating high‑quality content, collaborating...
$90k - $110k
...voice and visual storytelling — developing concepts, curating content, shaping narrative direction, and bringing our creative world to life across Instagram, TikTok, and Pinterest. The ideal candidate is equal parts creative and strategic: someone who understands fashion...Seasonal work$96.8k - $121k
...Role Summary We’re excited to be hiring for the Social Media Specialist within the Global Corporate Communications team. As the Social... ...purpose. This is an exciting opportunity to bring fresh ideas to life, contribute to meaningful initiatives, help share our purpose-driven...Hourly payLocal areaRelocation
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Life & Annuity Specialist - Advisor. Be the first to apply!
Related searches
- reentry specialist New York, NY
- emr specialist New York, NY
- letter of credit specialist New York, NY
- employment placement specialist New York, NY
- coding specialist New York, NY
- consulting specialist New York, NY
- policy specialist New York, NY
- recovery specialist New York, NY
- intervention specialist New York, NY
- outreach specialist New York, NY