Job Title:
FireLight Insurance Product Configuration Specialist Location:
Salt Lake City, UT or Toronto (day 1 onsite) This role is responsible for configuring and maintaining insurance carrier products (primarily annuities, life insurance, and related products) within the FireLight platform for National Financial Services (NFS), a major broker-dealer (part of Fidelity).
Product Configuration:
Build and configure new insurance carrier products in FireLight, including: Product rules, underwriting guidelines, rate tables, riders, and features. Data fields, forms, and application workflows. Suitability rules, compliance checks, and broker-dealer specific requirements. Carrier Integration & Maintenance
- Work with insurance carriers to implement and update products, including new product launches, rate changes, form updates, and regulatory adjustments. Testing & Quality Assurance
- Perform thorough testing of configured products (quoting, illustrations, e-app, e-signature) to ensure accuracy, compliance, and "In-Good-Order" (IGO) submissions. Troubleshooting & Support
- Resolve configuration-related issues reported by advisors, operations, or carriers. Provide Tier 2/3 support for FireLight-related product questions. Compliance & Suitability
- Configure and maintain broker-dealer suitability workflows, disclosures, and compliance forms within FireLight to meet FINRA, state, and NFS requirements. Documentation
- Maintain detailed documentation of product configurations, change logs, and carrier specifications. Collaboration
- Partner with carriers, NFS compliance, sales, operations, and technology teams.
May coordinate with Hexure (FireLight vendor) for complex changes or platform updates.
Required Skills & Experience:
Strong understandingof insurance products
- especially fixed, indexed, and variable annuities, plus life insurance. Hands-on experiencewith FireLight platform (highly preferred)
- or similar e-application/configurable insurance platforms (e.
g., other Hexure tools, Encompass, etc.). Knowledge of broker-dealer operations and compliance (FINRA rules, suitability, advertising review). Experience with product rules engines, workflow configuration, and forms management. Strong analytical, problem-solving, and attention-to-detail skills. Ability to manage multiple carrier projects simultaneously.
Nice-to-Haves:
Prior experience at a broker-dealer (especially NFS/Fidelity, LPL, or similar) or insurance carrier in product implementation. Background in insurance operations, new business processing, or sales support. Familiarity with API integrations or platform administration.