- Bank of America (Jacksonville, FL)
- …Delivering exception client/advisor experience through the purchase process and lifecycle of annuity contracts * Engagement with 3rd party insurance companies ... skills - structuring presentations, written, and verbal Required qualifications: + Life /Health/Variable Annuity or ability to obtain within 120 days… more
- DXC Technology (Richmond, VA)
- …benefits program which includes, but is not limited to, health, dental, and vision insurance coverage; employee wellness; life and disability insurance ; a ... **Job Description:** **REQUIRED QUALIFICATIONS** + High school diploma is required + Annuity 's customer service experience is required + Proven ability to diffuse… more
- Raymond James Financial, Inc. (Troy, MI)
- **Job Summary** Under general supervision , the Policy Care Specialist supports branch operations, advisor transitions, and client service for the One Insurance ... service issues while coordinating with internal departments, advisors, and insurance carriers. **Essential Duties and Responsibilities** + Support branch operations… more
- Raymond James Financial, Inc. (Troy, MI)
- **Job Summary** Under direct supervision , the Service Associate provides foundational support to the One Insurance Solution Team. This role focuses on ... tasks, advisor service, and operational support while building knowledge of insurance processes and internal systems. **Essential Duties and Responsibilities** +… more
- KeyBank (Brooklyn, OH)
- …review of all trading activity *Conduct supervisory principal review of all annuity & insurance contracts *Conduct supervisory principal review of advisory ... Series 7, 63 & 65 (or 66), 24, and 53 licenses *Health, life , variable insurance licenses for applicable states **Preferred Qualifications:** *Strong knowledge… more
- TEKsystems (Tempe, AZ)
- …and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and ... Job Overview: Our Supervision Support Professionals provide superior customer service as...a financial services capacity + Knowledge of mutual funds, annuities , general securities, and other financial products required. +… more
- TEKsystems (Tempe, AZ)
- …and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and ... Our Supervision Support Professionals provide superior customer service as...problem-solving, and follow-up skills + Knowledge of mutual funds, annuities , general securities, and other financial products + Familiarity… more
- Jackson National Life Insurance Company (Nashville, TN)
- …employees' diverse backgrounds. Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National ... Life Insurance Company of New York (Home...Illinois, is an SEC-registered investment adviser and Jackson subsidiary. Annuities are distributed by Jackson National Life … more
- Raymond James Financial, Inc. (Troy, MI)
- …Summary** Under general supervision , facilitates underwriting process for life insurance applications submitted by financial advisors/agents. Specialist is ... and a minimum of five (5) years experience in the areas of annuities , life insurance , long-term care, and/or disability income products or financial services… more
- Jackson National Life Insurance Company (Lansing, MI)
- …employees' diverse backgrounds. Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National ... Life Insurance Company of New York (Home...Illinois, is an SEC-registered investment adviser and Jackson subsidiary. Annuities are distributed by Jackson National Life … more
- Lincoln Financial (Chicago, IL)
- …focus on identifying a clear path to financial security, with products including annuities , life insurance , group protection, and retirement plan services. ... program, this role will be expected to continue without supervision in their assigned territory resulting in increasing average... Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York,… more
- Lincoln Financial (Philadelphia, PA)
- …focus on identifying a clear path to financial security, with products including annuities , life insurance , group protection, and retirement plan services. ... as part of a team or alone under minimal supervision . + Must be proficient utilizing special tools and... Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York,… more
- Insight Global (League City, TX)
- …to lead teams Experience in the Insurance industry, preferably within Life and Annuities or Property and Casualty High-Level understanding of traditional ... Job Description An insurance client of Insight Global is seeking a...the different lines of business; first supporting teams within Annuity , Life , and the Digital Experience groups.… more
- Equitable (Charlotte, NC)
- …functions of EDL that include the distribution of variable annuity , group annuity , life insurance and mutual funds. As Chief Compliance Officer, ... you'll be responsible for the following: * Monitoring FINRA, SEC, State and Insurance department laws, rule and regulations and ensure that EDL meets new or… more
- Equitable (New York, NY)
- …providing tax advice to Equitable's retirement product business areas related to its annuity and life insurance product offerings. Additionally, this role ... and compliance. * Provide legal support in connection with annuity and life insurance product...and meet deadlines while handling multiple tasks with minimal supervision . * Capability to maintain professionalism under pressure. *… more
- DXC Technology (Richmond, VA)
- …delivering meaningful improvements in customer experience. **Required Qualifications** + Services Life & Annuity Customer Care customer requests received via ... perform the primary functions of the job with minimal supervision . + Focused on providing outstanding service delivery through...but is not limited to, health, dental, and vision insurance coverage; employee wellness; life and disability… more
- Aegon Asset Management (Philadelphia, PA)
- …Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance , annuities , employee benefits, retirement plans, and ... millions of customers and thousands of employees worldwide. Our insurance , retirement, and investment solutions help people make the...which includes legacy blocks of long term care, universal life , and variable and fixed annuities . These… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …or equivalent with a minimum of two (2) years' experience in the areas of annuities , life insurance , long-term care, and/or disability income products or ... **Job Summary** Under general supervision , provides support and assistance to Licensing Department...and one (1) year experience in the areas of annuities , life insurance , long-term care,… more
- Brokers International (Urbandale, IA)
- …product training, and onboarding programs. Primary Skills & Requirements: + Experience in Life and Annuity insurance industry + Bachelor's degree (B. ... + Prior management, Registered Investment Advisor and Broker Dealer experience required. Life Insurance and Annuity experience required. + Experience… more
- TD Bank (Marlton, NJ)
- …and approval of new account applications and reviewing brokerage, advisory, and insurance / annuity business for appropriateness under the various Standards of ... primary trade reviews for appropriateness, including solicited brokerage transactions and annuity / insurance purchases and reviews and approves Statement of… more