- Equitable (Charlotte, NC)
- …into 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...training program where they learn the fundamentals of variable annuities, product positioning, and advanced sales techniques. Concurrent… more
- DXC Technology (Nashville, TN)
- …Designer + Understands insurance products supported in PerformancePlus (Life, UL, Annuity , Health, Variable Products) + Knowledge in disparate distribution ... Channels (Brokers, Banks, Agencies, Wire houses, etc.) + Formulate and define system scope and objectives based on user needs and a good understanding of information technology, business processes, and industry requirements + Develop and diagram business… more
- Athene (West Des Moines, IA)
- …involvement with senior business members on product development of complex fixed, fixed indexed annuity and variable annuity products + Serve as strategic ... legal and strategic advice to Athene's growing and retail annuity and private placement annuity business. The Senior Counsel will work directly with Athene's… more
- Equitable (Charlotte, NC)
- …for the income they will need in retirement. With more than 900,000 active variable annuity policies, Individual Retirement is one of the leading providers in ... help unlock your potential? Individual Retirement designs and distributes annuity products to help individuals accumulate wealth and prepare...specs. + Contributes to the development of specs for annuity products. + Takes an active role in the… more
- Principal Financial Group (Miami, FL)
- …and/or exams necessary for this position include:** + Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable ... Annuity licensing for all non-resident states in which business will be conducted. **Securities exams and IAR appointment include:** + Series 7 and 63 or equivalent, 24, 65 and/or 66 as required by applicable state law to become IAR with Principal… more
- Robert Half Accountemps (St. Cloud, MN)
- …Client Service Associate is a licensed position (Series 7, 66 & MN Life & Variable Annuity ). This allows the Client Service Associate to interact directly with ... is desirable O. hold the Series 7, 66 and MN life/health and variable annuity licenses or being willing to obtain within six-months of being hired. Requirements… more
- Principal Financial Group (Omaha, NE)
- …and/or exams necessary for this position include:** + Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable ... Annuity licensing for all non-resident states in which business will be conducted. **Securities exams and IAR appointment include:** + Series 7 and 63 or equivalent, 24, 65 and/or 66 as required by applicable state law to become IAR with Principal… more
- Humana (Portland, OR)
- …within the assigned territory/County** **Preferred Qualifications** + Active Life and Variable Annuity Insurance license + Associate's or Bachelors' degree ... services in a field setting. Some of our additional products include Life, Annuity , Indemnity, Dental, Vision, Prescription, and more. Humana has an inclusive and… more
- MassMutual (Boston, MA)
- …and maintaining critical Portfolio Management dependent operations for the GIA and Variable Annuity programs, and generating ALM pricing and risk analytics ... and liability modelling expertise to generate and analyze pricing dynamics between the annuity product and derivatives that offset their risks. You will work closely… more
- Humana (Gainesville, FL)
- …local territory (Alachua County)** **Preferred Qualifications** + Active Florida Life and Variable Annuity Insurance license + Associate's or Bachelors' degree + ... services in a field setting. Some of our additional products include: Life, Annuity , Indemnity, Dental, Vision, Prescription, and more. Humana has an inclusive and… more
- Humana (Brandon, FL)
- …or East Pasco County** **Preferred Qualifications** + Active Florida Life and Variable Annuity Insurance license + Associate's or Bachelors' degree + ... services in a field setting. Some of our additional products include: Life, Annuity , Indemnity, Dental, Vision, Prescription, and more. Humana has an inclusive and… more
- Thrivent Financial (Brenham, TX)
- …service forms and new business applications + May fill out and sign Variable Life/ Variable Annuity /Mutual Fund/Brokerage applications + May accept and/or ... other factors. Industry Title Support Advisor Salary $40,000 - $50,000 Commissions Variable Reports to: Ray Weiss Location: Brenham, TX Role: Full-Time Hours: M-F… more
- Thrivent Financial (Ann Arbor, MI)
- …enter trade orders from clients, including unsolicited trade orders + Fill out Variable Life/ Variable Annuity /Mutual Fund/Brokerage applications + Gather and ... maintain client financial and/or suitability information + Prepare and update financial plans and presentation material for client meetings + Deepen existing client relationships through processing of client requests, resolving client questions, and making… more
- Fifth Third Bank, NA (Dublin, OH)
- …insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required. + Motivated by commission sales, recognition ... programs, and internal sales competition among co-workers. + Ability to motivate others in a team environment. + Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes. + Demonstrated… more
- Raymond James Financial, Inc. (Baton Rouge, LA)
- …them within four (4) months from the start of the program. * Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start ... of the program. **Job:** Financial Advisor Trainee Program **Primary Location:** US-LA-Baton Rouge-Baton Rouge **Organization** Western **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 10 % of the Time **Req ID:** 2401824 more
- Fifth Third Bank, NA (Cincinnati, OH)
- …appropriate state resident insurance licenses for Life, Health, Long Term Care, and Variable Annuity certification are required as documented in the Fifth Third ... Securities Licensing Guidelines. + Five (5) years of brokerage or related financial services experience. + Excellent understanding of the financial industry, compliance regulations, daily operational duties and investment brokerage/banking products. Prior… more
- MassMutual (Springfield, MA)
- …and maintaining critical Portfolio Management dependent operations for the GIA and Variable Annuity programs, and generating ALM pricing and risk analytics ... for all of Quantitative Portfolio Management's hedging programs. In addition, the team receives and coordinates general and regulatory requests to various stakeholders across Enterprise Risk Management, Corporate Finance, Actuarial, and other internal and… more
- Bank of America (Pennington, NJ)
- …**Required Skills:** + Series 7, and Series 66 licenses required + Life & Variable Annuity licenses required (or ability obtain within Compliance Deadline) + ... Three to five years or more experience with Retirement or Workplace Benefits plan experience (sales or client centric servicing experience preferred) + Strong technical expertise of Workplace Benefits products (DC, DB, NQDC, Equity, HBS) required, knowledge of… more
- Raymond James Financial, Inc. (Rochester, NY)
- …Series 63 & 65, or 66 as required by state. * Life, Health, and Variable Annuity Insurance Licenses. * NFA Commodities License required if any commodities ... trading is done at the branch. **Job:** Wealth management **Primary Location:** US-NY-Rochester-Rochester **Organization** Eastern **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 20 % of the Time **Req ID:** 2401726 more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …net worth clients . Must possess or achieve appropriate state life insurance and variable annuity licenses as required in accordance with licensing guidelines . ... Minimum of 3 years of successful sales/client service experience in the wealth management services industry . CFP, CPWA, CFA, or other industry certification in process or committed to achieving for advancement opportunities; JD or CPA fulfill industry… more
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