- HUB International (Providence, RI)
- …Best Place to Work RI and Worksite Health Award (superior rating). **Job Description:** The Annuity Sales VP will manage a group of producers and recruit new ... best practices and mastering the delivery of our unique value propositions. The Annuity Sales VP is paired with an Internal Wholesaler to support all efforts… more
- Brokers International (Urbandale, IA)
- We are currently seeking dedicated and driven Annuity Sales Support Consultants to join our team. The Annuity Sales Support Consultant role is ... responsible for assisting agents throughout the entire sales process. To be successful, you must have a...Williams, BI is making significant investments in talent, operations, sales and marketing capabilities, and digital platforms in order… more
- Equitable (Charlotte, NC)
- …the fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales . PSA candidates are enrolled into a 6 week ... EDL - PSA Sales Desk ( Annuity Internal Sales Trainee) ( 250000E4 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable… more
- Aegon Asset Management (Cedar Rapids, IA)
- …the ability to support both strategic and tactical initiatives to grow annuity sales and profitability. Responsibilities: + Utilizes a thorough understanding ... of the business to proactively oversee and direct the development of financial reports and complex models for forecasting, trending and results analysis + Ensures the interpretation of analysis is credible and explainable + Directs/reviews preparation of… more
- IBM (Dallas, TX)
- **Introduction** Technology Sales at IBM is evolving its way of working to break beyond boundaries with innovative approaches. Preferring to 'show' vs. 'tell' we're ... solutions to our clients' most complex business challenges. As a Subscription and Annuity Representative your mission is to protect the install base of your clients… more
- AAA Northern California, Nevada & Utah (Bozeman, MT)
- …and experience + (preferred) + 1+ years experience in Life Insurance and/or Annuity Sales (preferred) + CLU, ChFC and/or LUTCF Designations (preferred) Work ... innovative spirit of our Team Members. This is a full-time, onsite, captive sales role in Bozeman, Montana. Essential Functions + Maximizes life insurance market… more
- Mizuho Corporate Bank (New York, NY)
- …(up to 50% of the time) + Documented success in achieving new business and annuity sales targets + Ability to manage deal coordination across regions / branches ... channel management) and card services. Principal Duties and Responsibilities Sales : + Establish and execute a portfolio sales... Sales : + Establish and execute a portfolio sales plan to ensure that revenue targets and Key… more
- Principal Financial Group (Des Moines, IA)
- …Internal Wholesaler! This role partner's closely with your Regional Vice President to increase annuity sales . You'll be the subject matter expert on annuities to ... to educate on our annuity products + Assist in developing annuity sales ideas and competitive products + Providing marketing support to better provide… more
- TD Bank (Burlington, VT)
- …customer financial needs + Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral opportunities to ... + Meets the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales , including for qualified accounts in accordance… more
- Equitable (Charlotte, NC)
- …in making sales pitches to client + Interpreting and explaining annuity hypotheticals/illustrations + Making pro-active phone calls to generate sales + ... 2026 Summer Intern - Individual Retirement Sales Desk ( 250000EF ) **Primary Location** :...ad-hoc projects related to the sales of annuity products **Internship Details** Dates: Nine week program starting… more
- Citigroup (New York, NY)
- …work experience, with demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge of trust principles, ... and lending opportunities. This individual will also work closely with Sales leadership to help identify client engagement opportunities to progress strategy… more
- Charles Schwab (Lone Tree, CO)
- …the 7,000+ RIAs we serve. With responsibility for product management and development, direct sales and sales support and oversight, CSIS works closely with all ... and manages all insurance company partners and vendors associated with the annuity and insurance business. CSIS is responsible for developing and maintaining all… more
- JPMorgan Chase (Jersey City, NJ)
- …and financial security for their families and businesses. **Job Description:** The Annuity Specialist will provide support to advisors across Wealth Management at JP ... Morgan (Chase Wealth Management, JPMorgan Advisors, and the Private Bank) on utilizing annuity solutions to meet client investment and income needs around the Goals… more
- Aegon Asset Management (Philadelphia, PA)
- …digital transformation to support 200k+ agents (from 86,100 today) and achieve $2B+ in Life sales and $5B+ in Annuity sales . We're building a unified, ... agent-centric platform to replace fragmented systems with seamless SaaS integrations and modern cloud-native solutions. WHAT MAKES THIS ROLE UNIQUE: We're building the next generation of digital solutions in a fast-growing business, and we're looking for a… more
- Aegon Asset Management (Philadelphia, PA)
- …digital transformation to support 200k+ agents (from 86,100 today) and achieve $2B+ in Life sales and $5B+ in Annuity sales . We're building a unified, ... agent-centric platform to replace fragmented systems with seamless SaaS integrations and modern cloud-native solutions. WHAT MAKES THIS ROLE UNIQUE: + Direct impact on transforming how 200k+ financial services agents work and grow their businesses + Lead… more
- Lincoln Financial (Greensboro, NC)
- …program Lincoln has an exciting role open for an **Associate Actuary on the Annuity Qualified Actuary team** . This is a unique valuation position which offers ... opportunities to provide thought leadership on key company initiatives. The Annuity Qualified Actuary team provides guidance and ensures proper implementation of… more
- Guardian Life (New York, NY)
- …product and program launch strategies, updates, and maintenance communications to support sales activity and consumer engagement. + Support annuity wholesalers ... Our Head of Annuity and Retirement Marketing will lead marketing strategy...: + * Use KPIs relating to product launches, sales campaigns, and materials to + direct existing and… more
- Lincoln Financial (Omaha, NE)
- …75078 **The Role at a Glance** We are excited to bring on an Actuary, Annuity Projections, to play an integral role in supporting the Annuity Financial ... how assets and liabilities evolve over time for Lincoln's annuity business and will be able to uncover key...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Annuity and Retirement Consultant (Business Growth Strategy Associate) in the National Sales Client Relationship ... support Financial Advisors fielding inbound and outbound calls on annuity and retirement products. Consultants will build collaborative relationships with… more
- Equitable (Charlotte, NC)
- …that will help unlock your potential? **Key Job Responsibilities** Increase Annuity Product sales and strengthen client relationships through outbound ... the field and are responsible for driving activity and sales as a team. Sr. Internal Wholesalers are expected...o Quality is defined as any conversation advancing the sales process that allows the internal to probe, educate,… more