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Assistant Actuary

Fidelity

Fidelity

Accounting & Finance
Boston, MA, USA
Posted on Friday, September 13, 2024

Job Description:

Assistant Actuary

Fidelity Insurance Agency (FIA) is looking for an Assistant Actuary to help drive our life insurance and annuity product initiatives. Join a diverse team that builds, promotes, and supports Fidelity’s outstanding future state experience.

The Role

  • Assist in the design of life insurance and annuity products for Fidelity’s platform.
  • Conduct cost/benefit analysis, industry comparisons and evaluate competitor products.
  • Contribute to thought leadership on the positioning of insurance products.
  • Develop, evaluate, and support models that will allow clients to assess how insurance products can be an important part of a financial plan.
  • Play a key role in implementing new products and revisions to existing products.
  • Create numerical exhibits and review product related marketing, sales and training materials.
  • Analyze product data to understand trends and policyholder behavior.
  • Present to senior management on a periodic basis.

The Expertise and Skills You Bring

  • BS in Actuarial Science, Mathematics, Finance or Physics
  • 7+ years of proven insurance experience
  • Fellow or Associate in the Society of Actuaries
  • Broad based insurance background including exposure to distribution, marketing, systems, client services, and finance with a clear understanding of the interactions between these areas.
  • Strong communication skills, including the ability to explain sophisticated topics to non-technical people at all organizational levels
  • Ability to build and maintain positive relationships as you work collaboratively across teams

The Team

Fidelity Insurance Agency distributes financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Wealth Services organization. Life insurance and annuity products help ensure our clients do not outlive their assets in retirement, safeguard one’s portfolio from market volatility and protect against premature death and unforeseen long-term care costs.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

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