- Bank of America (Pennington, NJ)
- Annuities / Life Insurance Supervision Principal-IV Charlotte, North Carolina;Dallas, Texas; Pennington, New Jersey; Jacksonville, Florida **Job ... Description:** ** Annuities / Life Insurance Supervision Principal IV** **Job Description** Merrill Wealth Management is a leading provider of comprehensive… more
- TD Bank (Marlton, NJ)
- …TDPCW Broker Dealer and Registered Investment Advisor, as well as our fixed annuity insurance platforms. In addition, the Principal Review Analyst will execute ... surveillance procedures, including addressing flags within the FIS Supervision Compliance Manager (FIS SCM) automated surveillance system. **Depth...+ 5+ years of Brokerage industry experience + State Life & Health Insurance License + FINRA… more
- Truist (King Of Prussia, PA)
- …of Truist offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings ... Valley, MD Columbia, MD Rockville, MD Responsible for the supervision of Client Service Associates, including their sales support...essential functions. 1. FINRA Series 7, 66, 24, and Life , Health and Variable. 2. Bachelor's degree and knowledge… more
- University of Pennsylvania (Philadelphia, PA)
- …: Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family's health ... of outright, planned, and blended gifts, including bequests, charitable gift annuities , trusts, collectibles, and complex financial assets. Based on a knowledge… more
- Lincoln Financial Group (Trenton, NJ)
- …17 million customers trust our guidance and solutions across four core businesses - annuities , life insurance , group protection and retirement plan services. ... claim information for payment. * Applying core knowledge of voluntary insurance products and claims processes to review questions/concerns and provide specific… more
- Equitable (Philadelphia, PA)
- …services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. ... existing experienced financial professionals * Ensuring compliance oversight and supervision * Exemplifies the successful financial professional profile by… more
- Lincoln Financial Group (Philadelphia, PA)
- …17 million customers trust our guidance and solutions across four core businesses - annuities , life insurance , group protection and retirement plan services. ... Must be able to work as part of a team or alone under minimal supervision . + Must be proficient utilizing special tools and equipment common to aircraft maintenance.… more