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symetra
This role involves adjudicating and documenting the suitability and best interest of annuity sales, transfers, replacements, or exchanges in compliance with Symetra's guidelines. The position requires analyzing application documentation, collaborating with financial professionals and internal stakeholders, and conducting thorough evaluations to ensure recommendations align with customer needs and regulatory standards. The role also includes identifying high-risk transactions for escalation and contributing to process improvement initiatives.
Headquarters
Bellevue, Washington, United States
Company Size
1001-5000 employees
Founded
1957
Symetra is a U.S.-based financial services company that focuses on life insurance, employee benefits, and retirement solutions. It offers term and universal life insurance, fixed and indexed annuities, and group benefits for employers, along with retirement income products for individuals. The company supports individuals, families, and businesses through a network of financial professionals and direct channels, emphasizing long-term financial security and service. With a focus on planning tools and policy management, Symetra aims to simplify financial protection and retirement planning for its customers.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for symetra.
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