- JPMorgan Chase (Jersey City, NJ)
- …Bank, JP Morgan Securities, and Chase Wealth Management. The Wealth Management Annuity and Life Insurance organization lives at the intersection of goals-based ... and financial security for their families and businesses. **Job Responsibilities:** The Annuity Specialist Associate will support the growth and development of the … 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
- Bank of America (Pennington, NJ)
- Head of Annuity Product Management Jacksonville, Florida;New York, New York; Pennington, New Jersey **To proceed with your application, you must be at least 18 years ... sustainable retirement income and protect against downside risk. The Head of Annuity Product is responsible for driving responsible growth, optimizing the client… more
- Guardian Life (Pittsfield, MA)
- Do you want to be part of a forward-thinking team that drives Guardian's annuity growth strategy? Are you a strategic thinker who thrives on solving complex business ... and shaping the future of annuities? Guardian is seeking a Head of Annuity Business Development to lead strategic initiatives that expand our annuity … more
- Guardian Life (Bethlehem, PA)
- **Position Summary** Guardian's Annuity New Business CARE team is seeking a highly motivated individual who is pursuing an opportunity to develop and grow their ... experience as an ** Annuity Operations Specialist** . We are looking for an...possesses strong analytical and communication skills to support our annuity growth. This individual will be responsible for supporting… more
- Guardian Life (Bethlehem, PA)
- …want to be part of a collaborative team shaping the future of Guardian's annuity product strategy? Are you a strategic thinker who thrives on solving complex ... resonate with you, Guardian is seeking a Head of Annuity Product Management - FIA and RILA to lead...RILA to lead the development and execution of our annuity product strategy, drive innovation, and deliver long-term business… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …GENERAL FUNCTION: Under general supervision, responsible for all aspects of processing annuity business from start to finish. Will be responsible for processing and ... reviewing all documentation for annuity (fixed and variable) in a fast-paced environment. Must...a time sensitive manner. DUTIES & RESPONSIBILITIES: + Process annuity applications, review for missing paperwork/documents and verify processing… more
- Insight Global (Westlake, OH)
- …Sales Coordinator, you'll be the go-to person for financial advisors on our annuity sales team. You'll play an important role in case design, understanding our ... you. Responsibilities include: - Partner with advisors to create annuity case designs using the Bucket Plan Best Interest...insights, and personalized support to help them grow their annuity business. - Serve as a trusted resource and… more
- IBM (Dallas, TX)
- …complex business challenges. This is a summer 2026 position. As a Subscription and Annuity Representative intern your mission is to protect the install base of your ... and services. **Your role and responsibilities** Your mission as a Subscription & Annuity Representative intern is to expand your skills in learning how to protect… more
- Raymond James Financial, Inc. (Troy, MI)
- **Essential Duties and Responsibilities** + Perform initial review of annuity applications and requirements + Perform timely entry of initial applications + ... Close cases that are not in good order in appropriate timeframe + Support Annuity Care Specialists with daily tasks as needed + Manage status mailbox for resolutions… more
- TEKsystems (Minneapolis, MN)
- …listed below could be tasks they will learn and support. Inforce Fixed Annuity Operations - Insurance Policy Administration Our customer that specializes in Fixed ... around allocation changes for the offshore team, providing changes to Annuity Policies inforce, handling divorces', reviewing power of attorney, legal documents,… more
- DXC Technology (Tulsa, OK)
- …and back offices- while facilitating customer experience transformation. **Life & Annuity Contact Center Operation Manager** **Essential Job Functions:** + Oversees ... degree in business management, computer science or related field preferred + Life & Annuity or financial industry strong expertise + Nine or more years of customer… more
- USAA (San Antonio, TX)
- …of analysts responsible for Analytics, Reporting, Dashboarding and Data Ad hoc for the Annuity and Health lines of business. This leader will work closely with our ... Decision Science Analysts and Business Intelligence Analysts + Working knowledge of Annuity and Health products + Knowledge of data and analytical capabilities… 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 can-do attitude, think outside the box, be quick on your feet when you are thrown a curve ball and have a strong affinity for creating an excellent customer service… more
- NTT DATA North America (Boston, MA)
- …organization, apply now. We are currently seeking a Sr Data Engineer (Life and Annuity ) to join our team in Boston, Massachusetts (US-MA), United States (US). Job ... Description: Job Duties: * At least 6+ years of relevant experience in design, development, complete end-end design of enterprise-wide big data solution. * Experience in designing & developing a big data solution using Spark, Scala, AWS Glue, Lambda, SNS/SQS,… more
- DXC Technology (Nashville, TN)
- …+ High School Diploma completed + 2+ years of relevant **Life and Annuity insurance policy** experience are mandatory + Business and analytical critical thinking ... skills are required + Great communication skills and exceptional typing and documenting skills + Ability to work independently + Ability to follow oral and written directions + Microsoft Office and MS Teams work experience + Inbound/outbound customer service… more
- DXC Technology (Plano, TX)
- …DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring ... security and scalability across public, private and hybrid clouds. The world's largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and… more
- DXC Technology (Charleston, SC)
- …About DXC Technology: DXC Technology is a leading global provider of information technology services and solutions, delivering innovative business outcomes to ... customers in over 70 countries. Our Insurance Software and Business Process Services (BPS) division is dedicated to transforming the insurance industry through cutting-edge technology, data-driven insights, and strategic business process management. Product… more
- TD Bank (Concord, NH)
- …customer financial needs + Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral opportunities to TD ... + Meets the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales, including for qualified accounts in accordance and… more
- Athene (West Des Moines, IA)
- …stakeholders and external regulatory agencies, ensuring timely and compliant filings for annuity products, advertising materials, and Pension Group Annuity (PGA) ... + Review and approve contract form pages to confirm annuity contracts issued to customers align with approved state...groups to stay current on trends and developments in annuity product regulation. + Perform additional compliance projects and… more
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