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Annuity Product Attorney (Remote or Hybrid)

Revol One Financial

Urbandale, IA US

Posted/Updated: 28 days ago

Job Description

Company Introduction

At Revol One Financial® we offer a unique and exciting opportunity be on the ground floor of a startup that will upend the industry by being a refreshingly straight forward insurance company. Do you like to make quick decisions? Influence projects and outcomes? Be empowered to make decisions? We work differently and have a collaborative, fun, casual culture with none of the entanglements and roadblocks of a typical corporate environment. As an Annuity Product Attorney of Revol One Financial, you will have the chance to mold & shape a critical area of Operations, work closely with leadership, work on numerous cross- function projects and wear multiple hats, all of which will be an excellent learning experience and provide opportunities for significant professional growth.

Revol One Mission & Core Values

Our Mission is to revolution how people feel, think and experience retirement solutions.

Our Core Values

  • Lead with Trust & Integrity – We walk the talk. Living with integrity means our actions always match our words.

  • Treat others with Respect & Humility – We value every individual. We respect and care for each fostering a supportive and empathetic workplace culture.

  • Always be Genuine, Honest & Transparent – We know what we are and what we are not. We let honesty and transparency guide our decisions and actions, ensuring we stay true to who we are.

  • Own Your Entrepreneurial Spirit – Everyone acts like an entrepreneur. We take initiative, own our actions, and drive innovation.

  • Embrace Fun & Flexibility – Agility and positivity defines us. We embrace the fun in everything we do staying nimble and enthusiastic.

  • We are One Revol One Financial – We Can, and we Will succeed together. We face challenges head on with determination and commitment, confident in our ability to succeed.

Annuity Product Attorney

As an Annuity Product Attorney, you will provide legal counsel and regulatory guidance for the development, filing, distribution, marketing and administration of annuity products. This role works closely with the product development, compliance, actuarial, operations, and sales teams to support innovative and compliant fixed and fixed index annuity products. The ideal candidate has strong knowledge of annuity products, insurance laws and regulations, state filing requirements, and general annuity compliance.

Major Duties & 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

  • Advise business teams on insurance laws and regulations

  • Monitor legislative and regulatory developments impacting annuity and retirement products

  • Provide guidance on financial professional agreements and compensation structures

  • Assist with regulatory inquiries, audits, examinations, and litigation support when necessary

  • Develop and maintain legal policies and procedures

Skills, Experience & Qualifications

  • 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

Revol One Financial® is the marketing name for Revol One Insurance Company. Revol One Insurance Company is responsible for its own financial and contractual obligations. Revol One Insurance Company is not authorized to conduct business in the state of New York.

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