- Principal Financial Group (Washington, DC)
- …Wholesaler within assigned territory for collective success. + Presentations to large groups(banker/ advisor training programs) and one on one in a face to face ... and a virtual setting, ability to provide case design consultation and...designations preferred (CFP(R), RICP(R), ChFC(R)) + Excellent knowledge of annuity solutions, competitive intelligence and financial markets required +… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …clients of the company by combining the traditional roles of the Financial Advisor , Service Associate and Branch Manager. Fosters and assists in the development of ... Duties and Responsibilities:** * Works in cohesion with other Virtual Financial Advisors to oversee over $2 billion in...banking industry. * Post issue product details spanning various annuity products. * Understand all aspects of variable … more
- CVS Health (Largo, FL)
- …enrollment meetings, employee health fairs, wellness events, and other onsite or virtual engagements to educate and inform members about available benefits and ... Health systems to serve as a subject matter expert and trusted advisor . + **Issue Escalation & Follow-up:** Collaborate cross-functionally with internal teams… more
