Life Insurance Specialist

Job Title: Life Insurance Agent Business Analyst Location: San Antonio, TX – on site Client Type: Financial Services Contract Duration: 6 months (potential to extend) Rate: up to $22/hr. Description: Analyzes non-IT business problems and articulates requirements to support process improvement opportunities. Creates framework for assessing financial payback. Identifies alternative solutions and makes recommendations. Prepares documentation of current and desired state. Develops requirements and builds a common understanding between process owners and solution developers. Role demands ability to assess process performance, strong written and verbal communication skills, and experience in preparing ROI statements for proposed investments. Day to Day Conducts suitability reviews of insurance products including life, health, and annuity recommendations and transactions within agreed-upon SLOs and with a high degree of efficiency and effectiveness. Job Duties Strong attention to detail. Task oriented. Ability to review/listen to sales calls for compliance. Conducts suitability reviews of insurance products including life, health, and annuity recommendations and transactions within agreed-upon SLOs and with a high degree of efficiency and effectiveness. Knowledge of suitability reviews/recommendations. Knowledge of regulatory requirements (NAIC, State, and/or FINRA). Effectively communicates findings to management for appropriate action/resolution. Experience as a life insurance agent and/or FINRA registered representative. (preferred) Relevant FINRA or Life/Health licensing required based on the specific discipline being performed. (preferred) Reviews regulatory rules and opportunities, critically think, and draw reasonable conclusions based primarily on regulatory requirements. Technical skills to pull reports and analyze trends. (preferred)