Jobs · Legal · Iowa

Annuity Product Attorney (Remote or Hybrid)

Revol One Financial · Urbandale, IA · 2 mo ago
On-siteLegalFull-time

About the role

The Annuity Product Attorney at Revol One Financial® will play a crucial role in shaping and implementing innovative annuity products. Reporting to the Chief Legal Officer, this position will involve working closely with various teams including product development, compliance, actuarial, operations, and sales.

Responsibilities

  • Provide legal advice related to the design, development, marketing, and administration of annuity products
  • Review and draft annuity contracts, riders, disclosures, applications, and related forms
  • Support product filings with state insurance departments and coordinate with regulators as needed
  • Review marketing and training materials for regulatory compliance
  • Work with compliance and operations teams on Suitability
  • Advises business teams on insurance laws and regulations
  • Maintain awareness of legislative and regulatory developments impacting annuity and retirement products
  • Develop and maintain legal policies and procedures
  • Assist with regulatory inquiries, audits, examinations, and litigation support when necessary

Requirements

  • Juris Doctor (JD) degree from an accredited law school
  • Active license to practice law in at least one U.S. jurisdiction
  • 5+ years of legal experience in insurance, annuity products, financial services, or related regulatory practice
  • Strong understanding of Fixed and Fixed Index Annuities, as well as state insurance regulations
  • Experience reviewing insurance product filings and policy forms
  • Excellent drafting, negotiation, and analytical skills
  • Strong organization and problem-solving skills with ability to manage multiple tasks and priorities
  • Outstanding verbal and written communication skills with a strong ability to communicate effectively across all levels of the company

Qualifications

  • Strong understanding of Fixed and Fixed Index Annuities, as well as state insurance regulations
  • Experience reviewing insurance product filings and policy forms
  • Excellent drafting, negotiation, and analytical skills
  • Strong organization and problem-solving skills with ability to manage multiple tasks and priorities
  • Outstanding verbal and written communication skills with a strong ability to communicate effectively across all levels of the company

Skills

  • Strong understanding of Fixed and Fixed Index Annuities, as well as state insurance regulations
  • Experience reviewing insurance product filings and policy forms
  • Excellent drafting, negotiation, and analytical skills
  • Strong organization and problem-solving skills with ability to manage multiple tasks and priorities
  • Outstanding verbal and written communication skills with a strong ability to communicate effectively across all levels of the company

Benefits

Revol One Financial® offers a collaborative, fun, and casual culture with none of the entanglements and roadblocks of a typical corporate environment. The company provides a competitive salary and benefits package, along with opportunities for significant professional growth.

Pay

Competitive salary based on experience and qualifications.

Schedule

Full-time position with flexible work arrangements.

Benefits

Health insurance, retirement plans, paid time off, and other perks.

Contact

To apply, please visit our careers page and submit your resume and cover letter.

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