Compliance Advisor III

Life insurance is one of the world's most important products. It's also one of the hardest to build, distribute, and modernize. Bestow exists to change that.

Bestow is a leading vertical technology platform serving some of the largest and most innovative life insurers. Our platform unifies the fragmented, legacy value chain, enabling carriers to launch products in weeks instead of years. Carriers choose us to scale and operate at unprecedented speed, powered by AI and automation.

Bestow isn't selling policies. We're building the infrastructure that helps an entire industry move faster, reach more people, and deliver on its promise.

Backed by leading investors (Goldman Sachs, Hedosophia, NEA, Valar, 8VC) and trusted by major carriers, Bestow is powered by a team that moves with precision, purpose, and heart. If you want to help reimagine a centuries-old industry with lasting impact, join us.

Bestow offers flexible remote/hybrid work, meaningful benefits, equity, and substantial growth opportunities.

Bestow participates in the E-Verify Program.

Reporting to the Deputy Chief Compliance Officer, the Compliance Advisor III will enjoy an exciting and dynamic opportunity to enhance Bestow’s state-of-the-art compliance program.

Your high impact role will help formulate a world class compliance program for Bestow customers, employees, and contractors thereby fostering continued trust in the Bestow brand for customers, regulators, and employees alike.

This role is open to hybrid in our Dallas office or Remote (US). #LIREMOTE

Bestow is looking for a Compliance Advisor III to contribute in the following ways:

• Provide a hands-on view into the design of the Bestow digital experience to advise and work with Product Managers, UX Designers and Engineers to build a seamless and friction-free digital experience to the Bestow customer.

• Ownership of the legislative and regulatory monitoring platform.

• Review state and federal regulatory compliance requirements to include analysis of business impact/operational risk assessment for enacted laws/regulations and recommended company compliance actions to ensure regulatory compliance.

• Advise on and anticipate strategic and tactical regulatory solutions by providing compliance subject matter expertise for project/process/product initiatives.

• Ownership of the learning management system and the compliance training program.

• Advise on annuity product compliance and development. Collaborate with Product, Engineering, and Program Management on product builds.

• Assist with the implementation of appropriate strategic/tactical solutions for compliance business requirements.

• Assist in the enhancement of the compliance program and compliance policies to foster continued regulatory and customer trust of Bestow.

• Assist in audit readiness efforts by preparing, verifying, and maintaining documentation to support compliance with internal controls and external regulatory standards.

• Support ongoing QA and compliance initiatives through scheduled control reviews, control testing activities, and monitoring of remediation activities.

• Bachelor’s Degree or equivalent experience required

• 8+ years of life insurance, legal and/or compliance industry experience

• Continuing progress toward or completion of insurance compliance certifications such as: CCEP, FLMI, ALMI, AIRC, or CLU

• Experience with regulatory examinations, analyzing new laws and regulations, testing, and monitoring

• Experience analyzing state and federal regulations and providing an analysis as to the possible impact

• Experience administering a compliance training learning management system

• Annuity product knowledge

• Excellent written and oral communication skills

• Ability to work both independently and in a team environment with compliance and business personnel

• Strong partnering skills and ability to think creatively

• Ability to manage multiple projects with minimal to limited supervision

• Highly organized and you pay close attention to detail

• You are proficient with Google Apps, Zoom, and online chat/communication tools

• Ability to travel to Dallas 3-4x/year for team on-sites (2-3 day duration)

At Bestow, we’re proud to be awarded for our team members, innovative products, and culture. Our standard benefits include:

• Competitive salary and equity based on role

• Policies and managers that support work/life balance, like our flexible paid time off and parental leave programs

• 100% paid-premium option for medical, dental, and vision insurance

• Lifestyle stipend to support your physical, emotional, and financial wellbeing

• Flexible work-from-home policy and open to remote

• Remote and WFH options, as well as a beautiful, state-of-the-art office in Dallas’ Deep Ellum, for those who prefer an office setting

• Employee-led diversity, equity, and inclusion initiatives

Recent Employer Awards include:

• Best Place for Working Parents 2023 + 2024 + 2025

• Great Place to Work Certified, 2022 + 2023 + 2024 + 2025

• Built In Best Places to Work, 2022 + 2023 + 2025

• Fortune’s Best Workplaces in Texas 2022 + 2023

• Fortune’s Best Workplaces in Financial Services and Insurance 2022 + 2023 + 2024

We value diversity at Bestow. The company will hire, recruit, and promote regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, pregnancy or maternity, veteran status, or any other status protected by applicable law. We understand the importance of creating a safe and comfortable work environment and encourage individualism and authenticity in every team member.

Thanks for considering a job at Bestow!