- Huntington National Bank (Chicago, IL)
- …life 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
- MassMutual Metro NY (New York, NY)
- …regulatory guidelines. Continuous Professional Development *Pursue advanced designations (eg, CFP(R), ChFC (R), CLU (R)) to enhance client service and professional ... credibility. Qualifications *Bachelor's degree in finance or related field *SIE, Series 6/7, Series 63/65 or Series 66 *Self-motivated *Excellent interpersonal skills more
- Truist (Clermont, 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 hours or… more
- AAA Northern California, Nevada & Utah (Redding, CA)
- …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
- 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
- Principal Financial Group (TN)
- …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
- Guardian Life (Holmdel, NJ)
- …effective public speaking. + Four-year college degree or equivalent business experience + CLU , ChFC , CFP, RICP, or other professional designations are a plus. ... + Understanding of the general agency distribution system. + Familiarity with Life Insurance & Annuity Illustration software. + Minimum 5 years industry experience preferred. **Salary Range:** $101,180.00 - $166,220.00 The salary range reflected above is a… more
- Manulife (VA)
- …- within 180 days from your start date. + 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 (PA)
- …- within 180 days from the start date. + 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
- Guardian Life (Annapolis, MD)
- …multiple projects and meeting strict deadlines. + Professional designation such as CLU , ChFC or CFP preferred. **Education** + Bachelor's degree required ... **Salary Range** $90,000 - $105,000 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and… more
- Guardian Life (Carson City, NV)
- …**You have** + Juris Doctor (JD) law degree required + CPA preferred + CFP/ CLU / ChFC preferred + 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
- Athene (West 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
- Athene (West Des Moines, IA)
- …LOMA) courses or currently working towards an advanced industry designation such as CLU , RICP or ChFC preferred. + Willingness to embrace challenging assignments ... and the ability to work well with ambiguity. + Ability to navigate computer systems with minimal experience required (Word, Excel, PowerPoint, etc.). + Bachelor's Degree preferred. Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at… more
- Manulife (Boston, MA)
- …knowledge and technical expertise. + Opportunity to obtain industry designations, such as the CLU (R) or ChFC (R). + Exposure to numerous internal teams helping to ... support the life insurance pre- and post-sale process. + Opportunity to work in a collaborative, large team environment. + Promotion opportunities within the Team and in the company. **When you join our team:** + We'll empower you to learn and grow the career… more
- Navy Federal Credit Union (Waldorf, MD)
- …financial data Desired Qualifications + Desired : In pursuit of designations eg, CFP, ChFC , CLU + Desired : Advanced knowledge of Navy Federal's functions, ... philosophy, operations, and organizational objectives + Desired : Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 46241… 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
- M&T Bank (Bear, DE)
- …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
