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Life & Annuity Specialist

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This role is for one of our clients
Compensation: $80 per hour
We are partnering with a leading AI lab to train frontier models on high-quality insurance reasoning data. We're hiring Life & Annuity Specialists to design realistic advisory, underwriting and policy-service scenarios, evaluate model outputs against established industry standards, and help shape how the next generation of AI reasons about mortality risk, long-horizon guarantees and suitability.
We welcome life and annuity producers, advisors, life underwriters, new-business and policy-service professionals, product specialists, and suitability or replacement reviewers from carriers, brokerage general agencies, IMOs, and independent practices.
What You'll Do
- Design realistic scenarios involving needs analysis, product selection, illustrations, medical and financial underwriting, table ratings, replacements and 1035 exchanges, policy loans, surrenders, lapse and reinstatement
- Create work products such as coverage recommendations, illustration comparisons, underwriting assessments, suitability rationales, replacement analyses and policy-service determinations
- Write "golden" reference responses at experienced life and annuity practitioner quality
- Grade AI-generated responses against structured rubrics for product accuracy, suitability, mathematical correctness and disclosure adequacy
- Identify unsupported illustration assumptions, unsuitable recommendations, confusion between product types or tax treatments, and failures to apply replacement or disclosure requirements
- Provide written feedback the research team uses to improve model behavior
- Participate in onboarding office hours and calibration sessions
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
You're a Good Fit If You
- Have 2+ years of professional experience in life insurance or annuity advisory, underwriting, new business, policy administration, product, or suitability review
- Have worked with at least one product family, such as term, whole life, universal or indexed universal life, variable life, or fixed, indexed and variable annuities
- Understand how policy mechanics (cost of insurance, crediting, caps and participation rates, surrender charges, riders and guarantees) drive long-term outcomes
- Can explain tax treatment and suitability considerations clearly, and recognize when licensed or legal review is required
- Demonstrate excellent written communication, quantitative care and high attention to detail
- Can distinguish product and suitability judgment from investment advice and formal tax or legal advice


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Bonus Qualifications
- 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, lab interpretation or reinsurance referral
- Experience with buy-sell, key-person, estate-planning, premium-finance or executive-benefit cases
- Experience with suitability, Reg BI, or state replacement and disclosure review
Role Highlights
- Minimum 20 hours per week (ideally 40+)
- Role starts immediately, applications reviewed on a rolling basis
- We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.
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