Annuity Intelligence Research Analyst
Listed on 2026-03-01
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Finance & Banking
Financial Analyst -
Business
Data Analyst, Financial Analyst
, Inc. has been a trusted provider of research tools for fixed and fixed‑indexed annuities since 1998. Serving IMOs, Banks, Broker Dealers, and Actuaries, the company delivers comprehensive platforms that include live updates, detailed product information, and Income Rider Quotes. Their solutions are designed to support both research and distribution needs. is dedicated to providing data‑driven resources to support informed decision‑making in the annuity market.
Position OverviewWe are seeking an Annuity Intelligence Research Analyst to join our data team and work closely with our business team to support the ongoing management and maintenance of annuity product data across our platform.
This role focuses on ensuring annuity product information is accurate, current, and consistently maintained, while supporting broader business needs related to product visibility and market awareness. The ideal candidate brings prior experience working with annuity products and is comfortable engaging with product details in a structured, detail‑oriented environment.
Key Responsibilities- Coordinate with insurance carriers regarding annuity product updates, changes, and clarifications
- Manage and process incoming annuity data updates on an ongoing basis
- Review platform data to ensure accuracy, completeness, and consistency
- Monitor annuity products for updates or changes that may require review or action
- Collaborate closely with the business team to support product‑related initiatives and inquiries
- Assist in maintaining reliable, up‑to‑date annuity product information for platform users
- This position is part of the data team and works closely with the business team
- The role offers a balance of independent work and team collaboration
- Responsibilities are detail‑oriented and require careful review and follow‑through
- The environment is professional, supportive, and focused on quality and accuracy
- Prior experience working with annuity products within the insurance or financial services industry
- Familiarity with annuity product structures, features, and updates through roles such as sales support, marketing, case design, product support, or related functions
- Strong attention to detail and ability to manage ongoing data‑related responsibilities
- Ability to work independently while coordinating effectively with internal teams
- Clear communication skills when working with internal stakeholders and external partners
- Remote / hybrid work flexibility
- A family‑owned organization with an established reputation in the annuity industry
- A collaborative, professional work environment
- The opportunity to contribute to a widely used industry platform
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