- TEKsystems (Minneapolis, MN)
- …customer service to Financial Advisors who are submitting the applications for Variable Annuity products. No Customer contact but you will be expected to ... discovery. Work Environment / Department Info - New Business Variable Annuity . Applications are being sent to...to get the application approved and inforce. Skills Customer service , Customer support, Financial services , Banking, Data… more
- Lincoln Financial (Denver, CO)
- …on: - the development and maintenance of Lincoln Financial Group's individual life and annuity products and services - marketing, sales and distribution to new ... agencies + Prepare and maintain registration statements for Lincoln's variable life and annuity products + Draft...annuities , life insurance, group protection, and retirement plan services . With our 120-year track record of expertise and… more
- Capgemini (New York, NY)
- Business Analyst with Annuity experience Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where ... highly skilled Senior Business Analyst with expertise in the Annuity Business to join our dynamic POD-based delivery model....modified in the future. The disclosed range takes into account the wide range of factors that are considered… more
- Corewell Health (Big Rapids, MI)
- …and experienced medical assistants working one-to-one with the providers. Ancillary services such as laboratory, x-ray, PT/OT, and specialty care are available ... coverage + Defined contribution retirement plan and 403 (b) annuity plan + Mentoring from other providers within the...dues, licensure, board fees, and CME + Provider Concierge Services + Connection to the resources as part of… more
- Lincoln Financial (Radnor, PA)
- …market risks for Lincoln Financial by identifying and reporting on key risks for variable annuities , indexed variable annuities , and other insurance ... This position focuses on operations, performance, and analysis within indexed and variable annuity hedge programs. **What you'll be doing** **Technical… more
- Lincoln Financial (Omaha, NE)
- …will support assumption monitoring and development for Lincoln's fixed, fixed indexed, indexed variable , and variable annuities where you will be responsible ... including annuities , life insurance, group protection, and retirement plan services . With our 120-year track record of expertise and integrity, millions of… more
- Lincoln Financial (Phoenix, AZ)
- …strategy, derivative trading strategy and hedge performance reporting spanning various life and annuity products such as Variable Annuities (VAs), Registered ... Index-Linked Annuities (RILAs), Fixed Indexed Annuities (FIAs), Guaranteed Variable Universal Life (GVUL),...annuities , life insurance, group protection, and retirement plan services . With our 120-year track record of expertise and… more
- Lincoln Financial (Radnor, PA)
- …are generally 4AM to 1PM ET). Additional responsibilities include assisting in variable product releases, separate account reconciliations, and LVIP transfer ... Demonstrated commitment to continuous learning and development **Nice-to-haves:** * Experience with variable life or annuity products * Experience writing SQL or… more
- BMO Financial Group (IN)
- …income, certificates of deposit, managed asset allocation program, insurance products, fixed annuities , variable annuities and life insurance) -Resolve any ... Schedule: Monday-Friday,** **10 am to 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist's primary responsibility is to provide… more
- Lincoln Financial (Radnor, PA)
- …including annuities , life insurance, group protection, and retirement plan services . With our 120-year track record of expertise and integrity, millions of ... and external stakeholders on topics related to the investments within Lincoln's variable products. This communication will occur via inbound phone calls, emails, and… more
- Lincoln Financial (Boston, MA)
- …including annuities , life insurance, group protection, and retirement plan services . With our 120-year track record of expertise and integrity, millions of ... team by implementing and maintaining complex compliance programs for Lincoln Variable Insurance Products Trust (LVIP), Lincoln Retail Alternatives Funds (Alts… more
- Lincoln Financial (Radnor, PA)
- …including annuities , life insurance, group protection, and retirement plan services . With our 120-year track record of expertise and integrity, millions of ... enhance reporting tools and processes. + Support fund and variable product projects and reporting requirements. + Respond to...customers trust our solutions and service to help put their goals in reach. Lincoln… more
- KeyBank (Brooklyn, OH)
- …Group (CSG) represents the Office of Supervisory Jurisdiction for Key Investment Services LLC. The Senior Associate-Central Supervision Principal reports to the Head ... sales activities. This includes, but is not limited to, new account opening, investment and insurance suitability review, financial planning oversight, customer… more
- AON (NJ)
- …detailed analyses + Ability to travel up to 25% + Health, Life and Variable Annuities License preferred + Experience with Professional Employer Organizations a ... the day will look like Managing day-to-day client and service activities including the following: + Develop strategic initiatives...to travel up to 25% + Health, Life and Variable Annuities License preferred + Experience with… more
- Edward Jones (Tempe, AZ)
- …+ Series 7 and 66 licenses and insurance licenses required: life, health and variable annuity + Insurance licenses required: life, health and variable ... former FA is unable to meet those obligations. + Provide excellent client service and suitable investment advice during the transition period. + Provide initial… more
- Raymond James Financial, Inc. (CO)
- …66 or 65/63 is Required * Series 53, Life, Health, and Variable Annuity Insurance Licenses preferred **Education** **Work Experience** **Certifications** ... rule 3010 email review, advertising review, FA/client operational troubleshooting, new account and application review, annuity review, securities receipts… more
- Aegon Asset Management (WA)
- …Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities . These are supported by Transamerica Corporate , ... Job Family Account / Relationship Management About Us At Transamerica,...a century ago, we were among the first financial services companies in America to serve everyday people from… more
- Aegon Asset Management (GA)
- …Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities . These are supported by Transamerica Corporate , ... their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life . Today,… more
- Guardian Life (Pittsfield, MA)
- …Establishing and maintaining in depth understanding of Whole Life, Term, Disability, Variable Life and Annuity products, functions and regulations affecting the ... companies within the parent company Guardian: Guardian, Guardian Insurance and Annuity Corporation (GIAC), Guardian Life Insurance Company (GLIC), Berkshire Life… more
- Corewell Health (Grand Rapids, MI)
- …Short- and long-term disability coverage + Defined contribution retirement plan and 403 (b) annuity plan + Mentoring from other APPs within the medical group + Paid ... advanced practice providers and more than 15,000 nurses providing care and services in 22 hospitals, 300+ outpatient locations and several post-acute facilities-and… more