FireLight Insurance Product Configuration Specialist

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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.