Field Services Specialist supporting Jolera’s managed IT services clients through remote assistance and onsite troubleshooting. Maintaining customer systems, service tickets, servers, and backups across Ottawa.
About the role
- Life and annuity specialist designing insurance scenarios and evaluating AI responses. Training frontier models on underwriting, suitability, policy mechanics, and advisory reasoning.
Responsibilities
- 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 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 used by the research team to improve model behavior
- Participate in onboarding office hours and calibration sessions
Requirements
- 2+ years of professional experience in life insurance or annuity advisory, underwriting, new business, policy administration, product, or suitability review
- Experience with at least one product family: term, whole life, universal or indexed universal life, variable life, or fixed, indexed and variable annuities
- Understanding of policy mechanics including cost of insurance, crediting, caps and participation rates, surrender charges, riders and guarantees
- Ability to explain tax treatment and suitability considerations clearly and recognize when licensed or legal review is required
- Excellent written communication, quantitative care and high attention to detail
- Ability to distinguish product and suitability judgment from investment advice and formal tax or legal advice
- CLU, ChFC, FLMI, CFP, or comparable designation (bonus qualification)
- Active or previously held life and health producer license, or securities registration (bonus qualification)
- Medical or financial life underwriting experience, including APS review, lab interpretation or reinsurance referral (bonus qualification)
- Experience with buy-sell, key-person, estate-planning, premium-finance or executive-benefit cases (bonus qualification)
- Experience with suitability, Reg BI, or state replacement and disclosure review (bonus qualification)
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