Life and Annuity Specialist

Weekday (YC W21)

. Design realistic scenarios involving needs analysis, product selection, illustrations, medical and financial underwriting, table ratings, replacements and 1035 exchanges, policy loans, surrenders, lapse and reinstatement .

Posted 9/17/2026contractRemote • United States, Australia, Canada, New Zealand, United Kingdom, GermanyJuniorMid-Level💰 $80 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in life insurance and annuity advisory, with a strong understanding of policy mechanics, underwriting processes, and suitability assessments. Proficient in providing detailed written feedback and creating accurate coverage recommendations while maintaining high attention to detail.

Highest-signal resume keywords

Life Insurance Advisory ExperienceAnnuity Underwriting KnowledgePolicy Mechanics UnderstandingExcellent Written CommunicationCLU, ChFC, FLMI, CFP Designation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Needs AnalysisProduct SelectionUnderwriting AssessmentPolicy AdministrationSuitability ReviewMathematical CorrectnessDisclosure RequirementsReplacement AnalysisPolicy-Service DeterminationTax Treatment Explanation

Soft Skills

Attention to DetailQuantitative Care

Certifications & Qualifications

CLUChFCFLMICFPLife and Health Producer License

Industry Keywords

Life InsuranceAnnuitiesReg BIReplacement ReviewEstate PlanningPremium FinanceKey-Person CasesBuy-Sell CasesSurrender ChargesRiders and Guarantees

About the role

Key responsibilities & impact

Design realistic scenarios involving needs analysis, product selection, illustrations, medical and financial underwriting, table ratings, replacements and 1035 exchanges, policy loans, surrenders, lapse and reinstatement
Create coverage recommendations, illustration comparisons, underwriting assessments, suitability rationales, replacement analyses and policy-service determinations
Write “golden” reference responses at experienced life and annuity practitioner quality
Grade AI-generated responses against structured rubrics for product accuracy, suitability, mathematical correctness and disclosure adequacy
Identify unsupported illustration assumptions, unsuitable recommendations, confusion between product types or tax treatments, and failures to apply replacement or disclosure requirements
Provide written feedback used by the research team to improve model behavior
Participate in onboarding office hours and calibration sessions

Requirements

What you’ll need

2+ years of professional experience in life insurance or annuity advisory, underwriting, new business, policy administration, product, or suitability review
Experience with at least one product family: term, whole life, universal or indexed universal life, variable life, or fixed, indexed and variable annuities
Understanding of policy mechanics including cost of insurance, crediting, caps and participation rates, surrender charges, riders and guarantees
Ability to explain tax treatment and suitability considerations clearly and recognize when licensed or legal review is required
Excellent written communication, quantitative care and high attention to detail
Ability to distinguish product and suitability judgment from investment advice and formal tax or legal advice
CLU, ChFC, FLMI, CFP, or comparable designation (bonus qualification)
Active or previously held life and health producer license, or securities registration (bonus qualification)
Medical or financial life underwriting experience, including APS review, lab interpretation or reinsurance referral (bonus qualification)
Experience with buy-sell, key-person, estate-planning, premium-finance or executive-benefit cases (bonus qualification)
Experience with suitability, Reg BI, or state replacement and disclosure review (bonus qualification)

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Weekday (YC W21) Website LinkedIn All Job Openings 11 - 50 employees Founded 2021 💼 Consulting 👥 HR Tech ☁️ SaaS Consulting
HR Tech
SaaS Weekday is a modern recruitment platform that combines AI technologies with a vast database of potential candidates, aiming to streamline the hiring process for companies in India. They offer various services, including a proactive outreach approach that helps employers connect with top talent, as well as tools for candidates to easily apply for jobs. Weekday's emphasis on candidate engagement through multiple channels, including email, WhatsApp, and phone calls, sets it apart in the competitive landscape of recruitment agencies. Life and Annuity Specialist Job not on LinkedIn 🔥 50 minutes ago 🌐 United States, Australia, +4 more countries – Remote 💵 $80 / hour ⏳ Contract/Temporary 🟢 Junior 🟡 Mid-level 🚫👨‍🎓 No degree required 👻 Ghost score 20% Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Design realistic scenarios involving needs analysis, product selection, illustrations, medical and financial underwriting, table ratings, replacements and 1035 exchanges, policy loans, surrenders, lapse and reinstatement
Create coverage recommendations, illustration comparisons, underwriting assessments, suitability rationales, replacement analyses and policy-service determinations
Write “golden” reference responses at experienced life and annuity practitioner quality
Grade AI-generated responses against structured rubrics for product accuracy, suitability, mathematical correctness and disclosure adequacy
Identify unsupported illustration assumptions, unsuitable recommendations, confusion between product types or tax treatments, and failures to apply replacement or disclosure requirements
Provide written feedback used by the research team to improve model behavior
Participate in onboarding office hours and calibration sessions 🎯 Requirements
2+ years of professional experience in life insurance or annuity advisory, underwriting, new business, policy administration, product, or suitability review
Experience with at least one product family: term, whole life, universal or indexed universal life, variable life, or fixed, indexed and variable annuities
Understanding of policy mechanics including cost of insurance, crediting, caps and participation rates, surrender charges, riders and guarantees
Ability to explain tax treatment and suitability considerations clearly and recognize when licensed or legal review is required
Excellent written communication, quantitative care and high attention to detail
Ability to distinguish product and suitability judgment from investment advice and formal tax or legal advice
CLU, ChFC, FLMI, CFP, or comparable designation (bonus qualification)
Active or previously held life and health producer license, or securities registration (bonus qualification)
Medical or financial life underwriting experience, including APS review, lab interpretation or reinsurance referral (bonus qualification)
Experience with buy-sell, key-person, estate-planning, premium-finance or executive-benefit cases (bonus qualification)
Experience with suitability, Reg BI, or state replacement and disclosure review (bonus qualification) Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Music Production Expert, Russian 🔥 5 hours ago Mercor 51 - 200 Website LinkedIn All Job Openings Music production expert evaluating AI-generated songs, lyrics, and vocals for Mercor’s frontier AI lab partnerships. Rating musical quality across genres in Russian and English. 🇺🇸 United States – Remote 💵 $35 - $49 / hour 🔥 Funding within the last year 💰 $350M Series C - Mercor on 2025-10 ⏳ Contract/Temporary 🟢 Junior 🟡 Mid-level 🚫👨‍🎓 No degree required 🗣️🇷🇺 Russian Required Process Server 🔥 17 hours ago ProVest 201 - 500 💼 Consulting 📦 Logistics ⚖️ Legal Website LinkedIn All Job Openings Independent Process Server delivering legal documents for ProVest, a legal support services firm. Managing service attempts, GPS documentation, and mobile-app updates across Palm Beach County. 🇺🇸 United States – Remote 💵 $25 - $500 / year ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior Process Server 🔥 17 hours ago ProVest 201 - 500 💼 Consulting 📦 Logistics ⚖️ Legal Website LinkedIn All Job Openings Certified process server delivering legal documents for ProVest, a legal support services firm. Managing local service attempts, GPS records, and mobile-app updates across Palm Beach County. 🇺🇸 United States – Remote 💵 $20 - $500 / hour ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior Learner Service Specialist, Part-time 🕒 Yesterday Glacier ZipLines 1 - 10 🏨 Hospitality ✈️ Travel 🏗️ Construction Website LinkedIn All Job Openings Learner service specialist supporting professionals in Ziplines’ university-partnered certificate programs. Managing course-access questions, learner requests, escalations, and Zendesk documentation. 🇺🇸 United States – Remote 💵 $22 / hour ⏳ Contract/Temporary 🟢 Junior 🟡 Mid-level 🚫👨‍🎓 No degree required Campus Ambassador 🕒 Yesterday Change.org 51 - 200 🌍 Social Impact 📱 Media Website LinkedIn All Job Openings Campus Ambassador promoting Change.org’s nonpartisan Change.vote ballot guide through student outreach. Building campus relationships, organizing tabling, and tracking engagement before Election Day. 🇺🇸 United States – Remote 💵 $1.5k / month 💰 $30M Series D - Change.org on 2017-05 ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior 🦅 H1B Visa Sponsor 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Remote jobs Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources About us Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass Resume Review AI Apply Copilot OpenClaw job finder API docs Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs