- Raymond James Financial, Inc. (St. Petersburg, FL)
- …environment to clients of the company by combining the traditional roles of the Financial Advisor and Service Associate. The ideal candidate will have a passion ... for providing excellent customer experience to our annuity contract owners and financial advisors of...Investment Central associates. * Works in cohesion with other Virtual Financial Advisors to oversee over $3… more
- Thrivent Financial (WI)
- The Virtual Advisor plays a crucial role...broad perspective of financial products and the financial services industry. ( ie Life, Health, Annuities ... Thrivent's robust advice framework, the primary objective as a Virtual Advisor is to re-engage existing Thrivent...of empowering clients to take action to improve their financial well-being. Virtual Advisors hired in locations… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …associates or clients of the company by combining the traditional roles of the Financial Advisor , Service Associate and Branch Manager. Fosters and assists in ... Duties and Responsibilities:** * Works in cohesion with other Virtual Financial Advisors to oversee over $2...of banking and finance and securities industry operations. * Financial markets and products including annuities , UIT's,… more
- Lincoln Financial (Radnor, PA)
- …of a successful future. We focus on identifying a clear path to financial security, with products including annuities , life insurance, group protection, and ... & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance… more
- Wells Fargo (Charlotte, NC)
- …consultations, presentations and virtual meetings + Maintain current and ongoing Annuity knowledge, offering Financial Advisors and their clients best in ... Provide SME support for Financial Advisors Planning Tools + Partner with Financial Advisor assigned to a territory on business development activities +… more
- Thrivent Financial (Altamont, IL)
- Summary About the Role Eckhardt Financial Group, one of the top-producing teams under the Thrivent umbrella, is seeking a highly organized and client-focused Support ... Advisor . This hybrid position supports both investment operations and...of advisors to help manage brokerage accounts, retirement plans, annuities , life and health insurance, and more. This is… more
- Jackson National Life Insurance Company (Nashville, TN)
- …to ensure targets are attained and adjustments made when necessary. + Hosts advisor facing virtual meeting for advisors - presenting relevant actionable sales ... goals and producer type goals by covering a targeted advisor segment - effectively covering the opportunity gap within...strategic business plans that target a specific set of financial professionals within multiple territories in order to attain… more
- Lincoln Financial (Hartford, CT)
- …of a successful future. We focus on identifying a clear path to financial security, with products including annuities , life insurance, group protection, and ... & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance… more
- Lincoln Financial (Greensboro, NC)
- …of a successful future. We focus on identifying a clear path to financial security, with products including annuities , life insurance, group protection, and ... & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance… more
- Lincoln Financial (Radnor, PA)
- …of a successful future. We focus on identifying a clear path to financial security, with products including annuities , life insurance, group protection, and ... & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance… more
- Jackson National Life Insurance Company (Nashville, TN)
- …Consultant will partner with Jackson distribution personnel and Registered Investment Advisor (RIA) and Broker/Dealer representative partners to provide field and ... virtual training on Jackson's products and distribution technologies. This...JNLD internal and external sales teams. + Partners with financial technology firms to gain knowledge and insight into… more
- CVS Health (Miami, FL)
- …enrollment meetings, employee health fairs, wellness events, and other onsite or virtual engagements to educate and inform members about available benefits and ... Health systems to serve as a subject matter expert and trusted advisor . + **Issue Escalation & Follow-up:** Collaborate cross-functionally with internal teams… more