Athene

Suitability Specialist

Athene

2 months ago
West Des Moines, IA
Onsite
Full Time
Junior
0 applicants
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Athene
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About this role

The Suitability Specialist reviews annuity contracts and customer financial information to ensure sales meet company guidelines and regulatory suitability standards. The role serves as a point of contact for distribution partners and producers, helping validate information and supporting compliance for suitability decisions. The position emphasizes analytical work and collaboration with Compliance and sales teams to support accurate, documented recommendations.

Skills

Qualifications

College Degree (Preferred)
Athene

About Athene

athene.com

Live retirement with financial freedom that Athene's annuities, services & expertise can provide. Athene, the leading annuity provider that’s driven by your goals.

About Athene

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

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