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Suitability Review Specialist at Manulife - ApplyBlast

Suitability Review Specialist

Manulife

2 months ago

3.9 on Glassdoor

Remote

Full Time

Medior

0 applicants

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About this role

The Suitability Review Specialist reviews new business submissions and replacement transactions for annuity and life insurance products to ensure compliance with regulatory requirements, suitability standards, and company policies. The role provides guidance to representatives and partners, conducts monitoring and audits, and collaborates on process improvements and regulatory initiatives.

Responsibilities

Review new business and replacement applications for suitability and compliance
Conduct monitoring, audits, and investigations of suspicious activity
Provide guidance to representatives and partners on regulatory and suitability matters

Skills

About Manulife

manulife.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

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Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.