Business Solutions Consultant

Job Description

Job Description

Fully Remote or Hybrid Options

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 foster a collaborative, fun, and casual culture where employees make a meaningful impact. As a Business Solutions 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.

Business Solutions Consultant
The Senior Business Solutions Consultant – Annuities Product Implementations is a highly experienced business domain expert who partners with Actuarial, Product, Operations, Technology, IT Business Analysts, QA, vendors, and implementation partners to define end-to-end system requirements for annuity product launches and enhancements. This role provides deep annuity product expertise across product design, calculations, policy administration, illustrations, new business, suitability, commissions, billing, claims/withdrawals, servicing, correspondence, reporting, and regulatory controls. The consultant translates complex annuity product specifications and actuarial intent into clear, actionable system requirements, business rules, process flows, data needs, test scenarios, and implementation guidance that enable delivery teams to configure, build, test, validate, and launch high-quality annuity solutions.

Major Duties & Responsibilities

• Annuity Product Expertise & Solution Leadership
  • Serve as the senior annuity product subject matter expert for product implementations, platform configuration, operational readiness, and delivery team support.
  • Partner closely with Actuarial to interpret product design, pricing intent, interest crediting methods, rider features, surrender charges, market value adjustments, guaranteed values, payout options, and regulatory requirements.
  • Translate complex annuity product specifications into clear business rules, functional requirements, decision logic, calculation requirements, data needs, acceptance criteria, and implementation guidance.
• End-to-End System Requirements Definition
  • Define end-to-end system requirements spanning illustration, application intake, new business, underwriting/suitability, policy issue, policy administration, billing, commissions, funds processing, servicing, withdrawals, claims/death benefits, tax reporting, correspondence, statements, and regulatory reporting.
  • Ensure requirements reflect the full annuity lifecycle, including product variations, state availability, issue ages, premium rules, rate management, contract values, rider elections, free-look handling, partial/full surrenders, required minimum distributions, and beneficiary processing.
  • Identify process gaps, control needs, operational risks, exception scenarios, and cross-functional dependencies that may affect implementation quality or product launch readiness.
• Partnership with IT BA, QA, Technology & Vendors
  • Provide product expertise and requirements direction to IT Business Analysts so product intent is accurately decomposed into functional specifications, user stories, acceptance criteria, process flows, data mappings, and traceability artifacts.
  • Support QA by defining product-based test scenarios, expected results, calculation validation needs, edge cases, regression considerations, and end-to-end business validation criteria.
  • Work with architects, developers, QA, vendors, and business SMEs to clarify system behavior, data flows, product calculations, workflow states, integration points, security considerations, reporting needs, and exception handling.
• Product Implementation & Delivery Support
  • Partner with Product Owners, IT BAs, Scrum Masters, delivery leads, Actuarial, Operations, and implementation teams to maintain business clarity across scope, sequencing, dependencies, and release readiness.
  • Review and validate detailed requirements, user stories, configuration workbooks, product rules, calculation specifications, conversion assumptions, data mappings, and vendor deliverables for alignment with annuity product intent.
  • Participate in backlog refinement, design reviews, sprint ceremonies, demos, defect reviews, and release readiness discussions to ensure product requirements are understood and delivered as intended.
• Testing, UAT & Product Validation Support
  • Partner with QA to ensure product features, calculations, rules, integrations, correspondence, reporting, and operational workflows are covered by appropriate functional, regression, end-to-end, and business validation scenarios.
  • Support UAT planning and execution by helping business users understand expected behavior, validating test results against product intent, and assisting with defect triage and prioritization.
  • Help ensure product functionality, platform configuration, integrations, reporting, controls, and operational procedures are production-ready prior to go-live.
• Stakeholder, Actuarial & Cross-Functional Coordination
  • Serve as a senior liaison among Actuarial, Product, Operations, Technology, IT BA, QA, vendors, and implementation partners for annuity product delivery.
  • Facilitate product and requirements working sessions, clarify open questions, document decisions, manage product-related risks, and escalate issues that may affect scope, schedule, quality, compliance, or launch readiness.
  • Provide clear updates to project leadership on product readiness, requirements status, actuarial dependencies, validation gaps, business impacts, and decisions needed.
• Domain Leadership & Continuous Improvement
  • Establish practical standards for annuity product requirements, product rule documentation, calculation traceability, test scenario design, UAT support, and launch readiness validation.
  • Mentor IT BAs, QA analysts, and project team members on annuity product concepts, product lifecycle impacts, requirements quality, and stakeholder communication.
  • Promote a collaborative, fast-moving, quality-focused delivery culture that balances product expertise, actuarial precision, regulatory discipline, and practical implementation execution.

Skills, Experience & Qualifications

• 10+ years of business solutions consulting, business architecture, product implementation, systems analysis, or related delivery experience, including significant experience leading complex annuity or life insurance product implementations.
• Deep domain expertise in annuity products and operations, including fixed, indexed, registered indexed-linked, income, deferred, and/or immediate annuities, with strong understanding of policy administration and product lifecycle processes.
• Proven ability to partner with Actuarial and Product teams to interpret product specifications, define system requirements, validate product calculations, and resolve ambiguity across business and technology stakeholders.
• Strong experience translating actuarial and product intent into business rules, functional requirements, user stories, acceptance criteria, process flows, data mappings, traceability matrices, and QA validation scenarios.
• Experience supporting system testing, UAT, product validation, calculation testing, defect triage, business acceptance, and go-live readiness for complex insurance platforms.
• Working knowledge of systems integration, APIs, data flows, reporting, security considerations, and operational controls.
• Strong business, product, operational, and technology acumen, with the ability to translate between actuarial product design, business process needs, and system delivery requirements.
• High ownership mindset with strong follow-through, attention to detail, and bias for practical, compliant, launch-ready outcomes.
• Excellent executive communication, facilitation, documentation, and decision support
  skills, including the ability to explain complex annuity concepts clearly to non-actuarial and technical audiences.

Preferred Qualifications

• Prior leadership role in annuity product implementation, policy administration transformation, platform conversion, new product launch, or insurance core system modernization.
• Experience with fixed indexed annuities, MYGA/MYGIA, registered indexed-linked annuities, income riders, market value adjustments, rate management, product calculations, and regulatory product filings.
• Experience working with Actuarial, Product, Distribution, Operations, Compliance, Finance, Technology, vendor implementation teams, IT BAs, and QA organizations.
• Business analysis, product owner, project delivery, Agile, or insurance industry certifications are helpful but secondary to deep annuity product implementation expertise.
• Familiarity with tools such as Jira, Azure DevOps, Confluence, Visio/Lucidchart, Excel, SQL, Postman, reporting/analytics platforms, and requirements traceability tools.

Revol One Financial® is the marketing name for Revol One Insurance Company. Revol One
Insurance Company is responsible for its own financial and contractual obligations. Revol
One Insurance Company is not authorized to conduct business in the state of New York.