• Wealth Management Insurance & Retirement Solutions…

    JPMorgan Chase (Jersey City, NJ)
    …channels at JP Morgan. This role will be responsible for leading proactive annuity sales and product training and planning engagement within a Division ... a divisional sales territory as the main point of contact for annuity sales support and education at JP Morgan Chase. + Collaborate with external carrier… more
    JPMorgan Chase (03/15/24)
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  • Annuity Sales Support Consultant

    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
    Brokers International (03/27/24)
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  • EDL - PSA Sales Desk ( Annuity

    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) ( 230000R8 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable… more
    Equitable (01/17/24)
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  • Financial Institutions Relationship Manager, Lead…

    USAA (Chesapeake, VA)
    …12 years of experience without bachelor's degree) + 8 years of experience in annuity product sales , relationship management, and/or annuity operations. + 4 ... Subject-matter-expert level of business acumen in the areas of annuity business operations, broker dealer sales processes...areas of annuity business operations, broker dealer sales processes and paperwork, sales suitability, industry… more
    USAA (03/05/24)
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  • AVP, Sales & Specialty Support

    Manulife (Boston, MA)
    …deploy tactical day-to-day execution to enhance the effectiveness of the life and Annuity sales support department. + **Recruiting, retaining, and developing top ... strategy. **The qualified candidate will have substantial experience in:** + Annuity /Life Insurance Sales or Sales Support activities marked by strong… more
    Manulife (03/19/24)
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  • Competitive Intelligence Analyst - Annuities

    MassMutual (Springfield, MA)
    …an experienced professional who can deliver business value by analyzing the annuity sales opportunity across MassMutual's third-party & new markets distribution ... scenarios, and riders + ** Sales enablement** : work with the annuity sales & marketing teams to create detailed playbooks, battlecards, sales collateral,… more
    MassMutual (01/24/24)
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  • Regional Vice President (External Wholesaler)…

    Equitable (MO)
    sales goals. Candidate must be able to identify, create and implement annuity sales opportunities. * The candidate will be responsible for communication with ... excess of 10%. * Educate and train advisors on Annuity products. * Champion for headquarters marketing campaigns at...new relationships. Responsible for territory management. * Utilize internal sales desk for enhanced customer service. * Follow up… more
    Equitable (03/14/24)
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  • Summer Intern - Individual Retirement Sales

    Equitable (Charlotte, NC)
    …in making sales pitches to client + Interpreting and explaining annuity hypotheticals/illustrations + Making pro-active phone calls to generate sales + ... 2024 Summer Intern - Individual Retirement Sales Desk ( 230000LP ) **Primary Location** :...ad-hoc projects related to the sales of annuity products **Internship Details** + Hourly rate: $22/hour +… more
    Equitable (01/17/24)
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  • Intermediate Retirement Income Specialist

    USAA (San Antonio, TX)
    …assessment may be required **What sets you apart:** + 2+ years of direct Annuity Sales Experience + Experience Working in an Inbound/Outbound Call Center + ... to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). + Familiar with… more
    USAA (03/28/24)
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  • Annuity Specialist - Regional Associate

    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
    Charles Schwab (03/21/24)
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  • Actuary, Annuity Valuation (Remote…

    Lincoln Financial Group (Washington, DC)
    …a Glance** Lincoln Financial Group has an exciting role open for an Actuary, Annuity Valuation where you will lead the valuation production team for indexed, fixed, ... key business partners. You will play an integral role in providing annuity reserving and reporting leadership to support key business objectives. Lincoln Financial… more
    Lincoln Financial Group (03/06/24)
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  • Actuary, Annuity Inforce Model Governance…

    Lincoln Financial Group (Washington, DC)
    …#:** 72840 **The Role at a Glance** As an Actuary on the the Annuity Inforce Model Governance team, you will lead a team to perform comprehensive reviews ... of various models used in the Annuity business unit for purposes of valuation, projections, pricing,...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more
    Lincoln Financial Group (02/15/24)
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  • Annuity New Business Representative

    Brokers International (Urbandale, IA)
    The Annuity New Business Representative position reviews and process annuity new business applications for good order to ensure timely placement of policies on ... to elevate the services we provide. Desired Qualifications: + Experience in the Annuity industry + Prior customer service experience + Associate degree (AA) or… more
    Brokers International (03/25/24)
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  • Life, Annuity , and Service Specialist…

    USAA (Phoenix, AZ)
    …part of what makes us so special! **The Opportunity** As a dedicated Life, Annuity , and Health Service Specialist, you will support company goals to become the ... and fulfills member service requests for all life policy, annuity and health policy changes through various member contact...Up to 1 year of relevant customer service or sales experience. + Experience multi-tasking within a Windows operating… more
    USAA (03/15/24)
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  • Commercial Executive

    Microsoft Corporation (Atlanta, GA)
    …influence the likelihood of winning new opportunities that grow the Microsoft annuity footprint. Proactively consults sales support to maximize pipeline ... In our Small, Medium, Corporate (SMC) and Digital Sales organization, we have set out with the...clear so that they can structure deals that drive annuity and cloud growth. Structures deals that drive value… more
    Microsoft Corporation (02/14/24)
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  • Contracting Specialist

    Brokers International (Urbandale, IA)
    …are currently seeking an experienced and driven Contracting Specialist to join our Annuity and Life departments' sales support teams. As the Contracting ... you will support agent activities, including providing insight, data entry, product, and sales tool support to agents, marketers, and wholesalers. If you have a… more
    Brokers International (03/09/24)
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  • Internal Wholesaler- Annuities

    Guardian Life (New York, NY)
    …Key stakeholders include Guardian Product, Distribution, Financial Professionals, Marketing, and Sales . **Responsibilities:** + Proactively follow up on annuity ... with the Regional Brokerage Directors to develop and grow sales as supported by the business plans. This individual...Provide advanced case design support. + Work with External Annuity Wholesalers and 3rd party accounts to identify new… more
    Guardian Life (03/27/24)
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  • Sr. Consultant, Discovery - Annuities

    Lincoln Financial Group (Radnor, PA)
    …that drive market differentiation & identify new engines of growth for the Annuity business; in addition, serves as a key source of emerging Annuity ... for differentiation in the marketplace. **What you'll be doing** * Collaborates with the annuity business leaders to build business cases to support the Annuity more
    Lincoln Financial Group (02/28/24)
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  • Medicare Sales Field Agent - Lake, Marion,…

    Humana (The Villages, FL)
    …you passionate about the Medicare population, looking for an opportunity to work in sales , and wanting the ability to directly impact your own income potential? Do ... In this **_field_** position, you will: build community relationships, drive self-generated sales and meet sales goals and metrics while working independently.… more
    Humana (03/28/24)
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  • Medicare Sales Field Agent - South

    Humana (San Antonio, TX)
    …you passionate about the Medicare population, looking for an opportunity to work in sales with the ability to directly impact your own income potential? Do you have ... In this **field** position, you will; build community relationships, drive self-generated sales , and meet sales goals and metrics while working independently.… more
    Humana (03/27/24)
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