Annuity Suitability Review Consultant

Job Description

Job Description

Location: Hybrid

Company Introduction

At Revol One Financial® we offer a unique and exciting opportunity be on the ground floor of a startup that will upend the industry by being a refreshingly straight forward insurance company. Do you like to make quick decisions? Influence projects and outcomes? Be empowered to make decisions? We work differently and have a collaborative, fun, casual culture with none of the entanglements and roadblocks of a typical corporate environment. As an Annuity Suitability Review Consultant of Revol One Financial, you will have the chance to mold & shape a critical area of Operations, work closely with leadership, work on numerous cross- function projects and wear multiple hats, all of which will be an excellent learning experience and provide opportunities for significant professional growth.

Revol One Mission & Core Values

Our Mission is to revolution how people feel, think and experience retirement solutions.

Our Core Values

• Lead with Trust & Integrity – We walk the talk. Living with integrity means our actions always match our words.

• Treat others with Respect & Humility – We value every individual. We respect and care for each fostering a supportive and empathetic workplace culture.

• Always be Genuine, Honest & Transparent – We know what we are and what we are not. We let honesty and transparency guide our decisions and actions, ensuring we stay true to who we are.

• Own Your Entrepreneurial Spirit – Everyone acts like an entrepreneur. We take initiative, own our actions, and drive innovation.

• Embrace Fun & Flexibility – Agility and positivity defines us. We embrace the fun in everything we do staying nimble and enthusiastic.

• We are One Revol One Financial – We Can, and we Will succeed together. We face challenges head on with determination and commitment, confident in our ability to succeed.

Annuity Suitability Review Consultant

The Annuity Suitability Review Consultant will own all aspects of our Suitability process, including process design, factor calculation, exception handling, agent and customer communication, statistical tracking and reporting, and working with our Director of Operations & Chief Compliance Officer to handle all regulatory inquiries and reporting.? The role will also include working closely with other operational functions of agent onboarding, commissions, new business, post