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The role involves managing Salesforce product delivery by aligning business needs with technical capabilities, ensuring compliance, and overseeing platform stability and governance. Responsibilities include backlog management, collaboration with agile teams, and coordinating between application teams and support services.

Support new product and feature launches and validate in-force annuity systems (Variable, Index, Fixed, RILA). Build and maintain actuarial validation tools, prepare validation documentation, troubleshoot model/audit errors, produce policy quotes/reports, and collaborate with Operations, IT, Marketing, Product Development and Pricing to communicate findings and recommendations.

Provide personalized retirement and financial planning services to clients, using company resources to enhance client engagement and collaborate for skill improvement.

Lead underwriting for complex individual life insurance applications, assessing medical and financial risk, managing a large caseload, exercising approval authority, supporting sales and distribution partners, providing training, and ensuring accurate, timely decisions to protect mortality results and deliver strong customer experience.

The Internal Wholesaler educates financial advisors about annuity products, develops and maintains business relationships, and supports sales efforts through proactive communication.

The Internal Sales Consultant will assist financial professionals by providing product information, responding to inquiries, and achieving sales goals while managing inbound calls efficiently.

The Managing Consultant will oversee retirement plan administration, ensuring compliance with IRS and DOL regulations, while managing client inquiries and project coordination. Strong analytical, communication, and retirement plan knowledge are essential.

The Senior Analyst will work on the underwriting team, handling various loan types, conducting market research, and preparing credit memos.