Annuity Suitability Analyst I
Everly Life
About this role
Security Benefit is seeking an experienced Annuity Suitability Analyst to ensure compliance with regulatory requirements related to annuity applications. The role involves reviewing and analyzing new business applications, maintaining records, collaborating with internal departments, and supporting policy development to adapt to changing regulations.
Skills
About Everly Life
everlylife.comEverly is a modern life insurance company focused on making financial protection simple, transparent, and accessible. It offers Indexed Universal Life (IUL) solutions designed to combine lifetime protection with potential cash-value growth, aimed at retirement and legacy planning. Everly emphasizes a digital‑first, user‑friendly experience so customers can compare, customize, and manage coverage with clear policy features. The company targets individuals seeking flexible life coverage and straightforward financial-planning tools.
About Everly Life
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Everly Life.
Salary
$52k – $78k
per year
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