About the job
Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey .
Position: Life & Annuity Specialist
Type: Contract
Compensation: $800/hour
Location: Remote
Commitment: 20–40+ hours/week
Role Responsibilities
- Design realistic scenarios involving needs analysis, product selection, and underwriting. Develop illustrations, table ratings, replacements, and policy-service determinations.
- Create work products such as coverage recommendations, illustration comparisons, and underwriting assessments. Provide suitability rationales and replacement analyses.
- Write "golden" reference responses at experienced life and annuity practitioner quality. Ensure high standards in all outputs.
- Grade AI-generated responses against structured rubrics for product accuracy and suitability. Evaluate mathematical correctness and disclosure adequacy.
- Identify unsupported illustration assumptions and unsuitable recommendations. Detect confusion between product types or tax treatments.
- Provide written feedback to the research team to improve model behavior. Participate in onboarding office hours and calibration sessions.
Qualifications
Must-Have
- 2+ years of professional experience in life insurance or annuity advisory, underwriting, or policy administration.
- Experience with at least one product family such as term, whole life, or universal life.
- Understanding of policy mechanics like cost of insurance and surrender charges.
- Ability to explain tax treatment and suitability considerations clearly.
- Excellent written communication and high attention to detail.
- Ability to distinguish product and suitability judgment from investment advice.
Preferred
- CLU , ChFC , FLMI , CFP , or comparable designation.
- Active or previously held life and health producer license, or securities registration.
- Medical or financial life underwriting experience, including APS review.
- Experience with buy-sell, key-person, or estate-planning cases.
- Experience with suitability, Reg BI , or state replacement and disclosure review.
Start Date
- Immediately ; applications reviewed on a rolling basis.
Application Process (Takes 20–30 mins to complete)
- Upload resume
- AI interview based on your resume
- Submit form
Resources & Support
- For details about the interview process and platform information, please check:
- For any help or support, reach out to: Show email
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Life & Annuity Specialist - Advisor in London vacancy
- £53k - £70k per annumEstimated...works across energy and resources, financial services, government and public sector, consumer products and retail, pharmaceuticals and life sciences, manufacturing, and technology, media and telecoms, with capabilities spanning strategy, transformation and operational excellence...SuggestedHybrid workingFlexible hours
- Educational Consultant – Taylor Tuition, United Kingdom About Us: Taylor Tuition is a leading private tutoring and alternative education provider based in the United Kingdom, dedicated to providing high-quality education and personalised learning experiences. We pride...SuggestedPart-timeCasual work
- £75k - £99k per annumEstimated...Company Overview ClearView Healthcare Partners is a premier life sciences strategy consulting firm headquartered in Boston, with offices in San Francisco, New York City, London, Zurich and Gurgaon. Serving clients in the biopharmaceutical, medical device, and diagnostic...SuggestedOn-site
- £65k - £85k per annumEstimatedInvestor Relations at Private Equity Insights This role offers you the opportunity to expand and nurture our community of key VIP groups such as institutional investors (LPs) and other key stakeholders in the Private Equity Industry. Do you want to take part in defining...SuggestedMonday to FridayFlexible hours
$85 - $100 per hour
About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position...SuggestedRemote jobSummer workMercor
Londonmore than 2 months ago- £89k - £114k per annumEstimatedBanking & Finance Associate – Project Finance (3-6 PQE) About the Firm This leading UK law firm operates across multiple offices and is recognised for its collaborative approach and deep sector expertise. The firm’s London team works closely with colleagues nationwide ...Permanent
- £105k - £137k per annumEstimatedLAW Absolute is currently working with a Top 50 city firm whose market leading projects team is looking for a banking and finance lawyer to join them on a 6-month FTC starting asap. You will have experience of advising a range of financial institutions including banks and sponsors...PermanentFixed-term contractImmediate start
- £92k - £124k per annumEstimated...success, organization, and reputation, all for the long-term benefit of patients, clinicians, employees, and shareholders. We work with life sciences businesses directly as well as with their legal counsel, industry associations, government organizations, and advocacy groups...Long-term contractOn-siteWork from home
£45k per annum
...Veeva is building the industry cloud for Life Sciences through software, data, AI, and business consulting working together. Learn more about our products, vision, values, and status as a Public Benefit Corporation (PBC) on our website . Consulting is changing, and we’...Long-term contractHybrid workingOn-siteRemote£40k per annum
...Start your career as an Associate Consultant in a development program designed to accelerate your career - no prior consulting or life sciences experience required. This is not your traditional business analyst role. At Veeva, you’ll work directly with pharmaceutical and biotech...Long-term contractHybrid workingOn-siteRemote- £72k - £94k per annumEstimated...are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.... ...Institutional Retirement business is the UK’s longest-serving active bulk annuity provider. Who we are Institutional Retirement is the only...PermanentFull-timePart-timeFlexible hours
£40k - £45k per annum
...coaching clients to uncover goals, providing expert financial guidance and building motivation that will help your client bring their plan to life. Savings, investments and pensions can be confusing and hard to see clearly in one place. We bring everything together into a visual...Hybrid workingOn-site- £81k - £108k per annumEstimated...people. Our diverse portfolio spans $93.2 billion¹ of assets across such property types as living, office, retail, mixed-use, logistics and life science projects – all designed to enhance value, connection and inspiration. Our strategic approach integrates local expertise with...Long-term contractFull-timeOn-site
- £30k - £40k per annumEstimated...building working relationships with clients, the media and other advisors Drafting communications materials (press releases, Q&A, key messages... ...programme, and continuous development is a key focus of life at Teneo - learning and knowledge sharing are at the heart of this...Long-term contractOn-siteFlexible hours
- £73k - £97k per annumEstimated...benefits include: Performance-related Bonus Scheme Private Medical & Dental Insurance through Bupa (including children's cover) Life Insurance, Income Protection & Critical Illness Cover Employee Assistance Programme (EAP) Salary sacrifice pension with...Full-time
£31.15 per hour
Personal Advisor, LB of Croydon £31.15 per hour A personal advisor (PA) plays a crucial role in supporting young people as they transition... ...the support and resources needed to navigate this significant life change successfully. This is an agency post, and Pertemps can...Hourly payFull-time£29.47k per annum
...Supporter Care Advisor Contract type: Permanent, Full time, 35 hours per week Location: London, UK UK hybrid working – a minimum... ...people of all backgrounds, beliefs, customs, traditions, ways of life and status. This includes, but is not limited to, race, ethnicity...Long-term contractPermanentFull-timeHybrid workingOn-siteFlexible hours- £53k - £71k per annumEstimated...opportunity for a motivated and ambitious Tax Senior to join EY’s specialist Private Tax team in London. You’ll have the chance to work... ...Hybrid model (minimum two days in the office) with a focus on work-life balance. Total Rewards: Competitive salary, comprehensive...Hybrid workingOn-siteFlexible hours
£21.6k per annum
...Overview Intel Product Advisor Location: John Lewis, Kingston Upon Thames Contract type : Fixed term contract until the 24th... ...John Lewis Kingston Upon Thames, you'll bring that innovation to life, helping customers understand the technology behind the devices they...Full-timeFixed-term contractWeekend work- £22k - £29k per annumEstimated...holidays). ADDITIONAL INFORMATION As a Sports Advisor or Sales Assistant, you will be required to work usual retail hours... ...discovering new sports and being active – well, it’s an important part of life – and living well shouldn’t just be for a privileged few.Full-timePart-timeShift workAfternoon shift
- £59k - £74k per annumEstimated...UK&I Global Mobility team as a Senior Tax Advisor in the Japanese team and be part of... ...work. You’ll gain hands-on experience with specialists in personal tax, employment tax, immigration... ...Working: We support hybrid working and work-life balance. Two days in the office. Total...Long-term contractTemporaryHybrid workingOn-siteRemoteFlexible hours
£65k per annum
...Home Admissions Advisor Full Time Battersea, UK Posted 3 months ago Home Admissions Advisor Competitive salary, plus uncapped... ...You’ll support individuals and families as they navigate one of life’s most important, and often emotional, decisions, providing...Long-term contractFull-time- £43k - £55k per annumEstimated...innovate and impact our network of over 300,000 professionals and one million alumni. At EY, you lead, inspire, and bring our purpose to life, both during your tenure and beyond. The Team Our US/UK Cross-Border Tax team combines the best of both practices to deliver...Hybrid workingOn-siteFlexible hours
- £36k - £47k per annumEstimated...with the brightest minds in your field to do the best work of your life. You can embrace your curiosity in a culture that celebrates new... .... A little more about your role... We are seeking an H&S Advisor to support our UK Property & Buildings (P&B) business , enabling...Full-time
- £51k - £67k per annumEstimated...Support & Coaching: Learn from industry experts and be mentored by senior leaders. Flexible Working: We support hybrid working and work-life balance. Two days in the office. Total Rewards Package: Competitive salary, benefits, and exclusive EY perks. Inclusive Culture:...Hybrid workingOn-siteFlexible hours
- £33k - £43k per annumEstimated...we're looking for a talented Senior Tax Advisor to join us on an exciting journey. This... ...their people globally. Working alongside specialists in personal tax, employment tax,... ...Working: We support hybrid working and work-life balance. Two days in the office. Total...Long-term contractTemporaryHybrid workingOn-siteRemoteFlexible hours
£57k per annum
...We are looking for a CDM Advisor to join our team in our studios. We are looking for a results driven, tenacious, go getter to take on managing... ...to 2 days WFH). Annual leave increasing with long service. Life assurance. Study sponsorship with paid study leave....PermanentHybrid workingOn-siteWork from homeFlexible hours£45k - £55k per annum
Join an award-winning architectural practice working as CDM Advisor on some of the finest buildings projects in the UK from incredible heritage... ...to deliver complex PD services on prestigious projects. Benefits life assurance, paid study leave, sabbaticals, employee assistance...Full-timeHybrid workingMattinson Partnership
London28 days ago- £77k - £99k per annumEstimated...About the organisation... Amberside Advisors Ltd (‘AAL’) specialise in providing project finance consultancy and advisory services to public... ...: ~ Private medical insurance and health screening ~ Life assurance and group income protection ~ Annual discretionary performance...Full-timePart-timeOn-siteFlexible hours
- ...supporting a key energy client based in London (KT1) with a Contract Advisor  contract role, for an initial period of 12 months. This... ..., Power & Renewables, Chemicals, Construction & Infrastructure, Life Sciences, Mining and Manufacturing sectors worldwide. With more...Full-timeHybrid workingOn-site
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Life & Annuity Specialist - Advisor. Be the first to apply!
