- Huntington National Bank (Columbus, OH)
- …insurance, executive benefits and qualified retirement plans. + May have attained CLU , ChFC , and CFP professional designations. About Huntington: Huntington ... Insurance, Inc. is a $70 million revenue full service Independent Agency wholly owned by Huntington Bancshares. The organization's 375 agents and staff partner with bank colleagues across Huntington to deliver Risk Management solutions to businesses, business… more
- Guardian Life (Columbus, OH)
- …**You Have** + Juris Doctor (JD) law degree required + CPA preferred + CFP/ CLU / ChFC preferred + Possess expert knowledge of tax planning, exit planning, business ... succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and advanced markets concepts… more
- Principal Financial Group (Columbus, OH)
- …maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant ( CLU / ChFC ), Certified Financial Planner (CFP) or Chartered Leadership ... Fellow (CLF) designations desired. + Some travel required, including overnight stays (up to 15%). **Licenses and/or exams necessary for this position include:** + Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and… more
- Athene (Des Moines, IA)
- …Experience: + Bachelor's degree or equivalent experience required. + Industry designations (FINRA licenses, CLU . ChFC , etc) preferred. + 5 + years of ... progressive professional relationship management experience in the insurance/financial industries. + 3 + years of customer service / operationa lor sale s experienc ein th e insurance/financial services. + Strong relationship-building and communication skills.… more
- Equitable (IN)
- …driving record are required **Preferred Qualifications** + Bachelor's degree preferred + CLU , ChFC and/or CFP preferred + Previous training experience preferred ... + Experience in local area market preferred **Skills** **Effective Presentations:** Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. **Financial Services Industry:**… more
- AAA Northern California, Nevada & Utah (Farmington, UT)
- …1+ years experience in Life Insurance and/or Annuity Sales (preferred) + CLU , ChFC and/or LUTCF Designations (preferred) Work Environment/Physical Requirements ... Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on… more
- Athene (West Des Moines, IA)
- …LOMA) courses; or are currently working towards an advanced industry designation such as CLU or ChFC . + Effective verbal and written communications required to ... explain products, tools, concepts and processes to a diverse customer base. + Shown success building and fostering relationships to execute and deliver against territory/account growth. + Proven track record of implementing and advancing Advisor segmentation… more
- Equitable (Wellesley, MA)
- …record in managing profitability + Demonstrated success in leadership roles **Preferred Qualifications** + CLU , ChFC and/or CFP a big plus + FINRA Series 4 ... registration is encouraged + Strong professional work history in the RBG business + Ability to make sound business and strategic decisions in partnership and conjunction with other leadership within the branch + Ability to effectively manage multiple locations… more
- Manulife (MS)
- …6, 63, Life, Health, and Variable licenses required. + Professional designations such as CLU , ChFC , CFP, CLTC, LUTCF are a plus. **Preferred Qualifications:** + ... Strong understanding of market dynamics and customer needs. + Excellent communication and interpersonal skills. + Ability to work collaboratively with cross-functional teams. + Demonstrated ability to develop and implement effective sales strategies. + Strong… more
- Manulife (GA)
- …6, 63, Life, Health, and Variable licenses required. + Professional designations such as CLU , ChFC , CFP, CLTC, LUTCF are a plus. **Preferred Qualifications:** + ... Strong understanding of market dynamics and customer needs. + Excellent communication and interpersonal skills. + Ability to work collaboratively with cross-functional teams. + Demonstrated ability to develop and implement effective sales strategies. + Strong… more
- HUB International (Rockville, MD)
- …manage multiple projects under deadlines. **Preferred Qualifications:** + Industry designations such as ** CLU , ChFC , CFP, or CPA** (or progress toward them) are ... highly desirable. + Experience working with **financial advisors, CPAs, attorneys, or high-net-worth clients** . + Familiarity with tax laws, estate planning techniques, annuities, long-term care, life settlements, and corporate-owned life insurance… more
- Navy Federal Credit Union (Sandy Springs, GA)
- …company, broker-dealer and/or Registered Investment Advisory Firm + Willingness to pursue CFP, ChFC , or CLU designation after one year of successful employment + ... Desired Qualifications + Desired : In pursuit of designations eg, CFP, ChFC , CLU + Desired : Advanced knowledge of Navy Federal's functions, philosophy,… more
- Thrivent Financial (Milwaukee, WI)
- …in a virtual or hybrid working environment. Preferred: + Advanced Designation (CFP(R), ChFC , or CLU ), Salesforce experience, and familiarity with Money Guide ... Pro or similar planning tools. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive… more
- Navy Federal Credit Union (Reston, VA)
- …discipline or related professional experience + In pursuit of designations eg, CFP, ChFC , CLU + Advanced knowledge of Navy Federal's functions, philosophy, ... operations, and organizational objectives Hours: Monday - Friday, 9:00 - 5:30 Location: 1821 Fountain Dr, Reston, Virginia 20190 Salary: $55,000-$75,000 annually (Base Pay + Variable Compensation Pay + Annual Incentive) About Us Navy Federal provides much more… more
- Navy Federal Credit Union (Winchester, VA)
- …organization, programs, policies and, procedures + Desired: Desire to pursue designations eg CFP, ChFC , CLU Hours: Monday - Friday, 8:00AM - 4:30PM EST; 9:30AM - ... 6:00PM CST; 8:30AM - 5:00PM PST Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South,… more
- Thrivent Financial (MN)
- …+ Empathetic. + Strong organization skills. Preferred: + Advanced Designation (CFP(R) or ChFC , or CLU ) is desired. + Salesforce experience + Money Guide ... Pro (or other planning tool) experience + Experience working in virtual sales Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by… more
- M&T Bank (Mamaroneck, NY)
- …Planning, Managed Accounts, or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial ... Consultant) designation M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills,… more
- M&T Bank (Williamsport, PA)
- …Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial ... Consultant) designation M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills,… more
- The American College of Financial Services (PA)
- …AFC(R), CFA(R), CPA(R), EA(R). + Preferred The American College Designations: ChFC (R), CAP(R), CLU (R), RICP(R), WMCP(R), CLF(R). + Significant levels ... of practitioner experience and expertise may be permitted as alternatives to some designations. . Effective communication and interpersonal skills to work with peers, students, and prospective students. . Must be able to work effectively as a member of The… more
- Truist (Naples, FL)
- … CLU (R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC (R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development Program ... or Banking School such as Truist Leadership Development Program or Banking School. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20… more