- Insight Global (Philadelphia, PA)
- Job Description Our life insurance client is looking for an Annuities Associate to join their team. They will be responsible for managing incoming overnight and ... regular mail. The Associate performs a first review of the checks to...completeness. -Receive and review incoming checks for completeness. -Deposit annuity premium checks daily. -Process applications and corresponding paperwork… more
- Raymond James Financial, Inc. (Troy, MI)
- **Essential Duties and Responsibilities** + Perform initial review of annuity applications and requirements + Perform timely entry of initial applications + ... Close cases that are not in good order in appropriate timeframe + Support Annuity Care Specialists with daily tasks as needed + Manage status mailbox for resolutions… more
- MetLife (New York, NY)
- Associate Actuary - Income Annuities The Retirement & Income Solutions (RIS) Annuity business is seeking an Associate Actuary. Reporting to the Director, ... provide actuarial and technical expertise for the Institutional Income Annuity (IIA) business. The IIA pricing team is a...years actuarial experience, including at least 2 years with Annuity and/or Pricing experience * ASA/Pre ASA designation on… more
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking an Annuity and Retirement Consultant (Business Growth Strategy Associate ) in the National Sales Client Relationship Group as part of Wealth and ... support Financial Advisors fielding inbound and outbound calls on annuity and retirement products. Consultants will build collaborative relationships with… more
- Equitable (Charlotte, NC)
- EDL - PSA Sales Desk ( Annuity Internal Sales Trainee) ( 250000LB ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : ... will help unlock your potential? **Key Job Responsibilities** The Product Sales Associate (PSA) role is an introductory position into the fast-paced and challenging… more
- Raymond James Financial, Inc. (Troy, MI)
- …Experience Requirements** + High school diploma or equivalent required. + Associate 's degree preferred. + 2-3 years of experience in financial services ... or insurance operations. + OR: + An Equivalent combination of experience, education, and/or training approved by Human Resources **Licenses/Certifications** + Insurance licenses (2-14); must be obtained within 3 months of hire. + SIE and Series 6 required… more
- National Association of Insurance Commissioners (Kansas City, MO)
- …of Insurance Commissioners (NAIC) has an exciting opportunity for a Life Associate Actuary. This position analyzes extensive industry data related to life insurance ... maintained by the NAIC. Perform model office analysis utilizing NAIC's Life, Variable Annuity , and Non-Variable Annuity model offices as assigned. + Apply sound… more
- Citizenship and Immigration Services (Aliso Viejo, CA)
- …illegal foreign infiltration and fraud. As a Supervisory Immigration Services Officer ( Associate Regional Director), you will perform varied and complex duties that ... retired from the Federal service and are receiving an annuity , your salary may be offset by the amount...salary may be offset by the amount of your annuity . The Fair Chance to Compete for Jobs Act… more
- HUB International (Austin, TX)
- …building success by developing relationships with others **Job purpose:** As a tax associate , you will work directly with the tax team and wealth management teams ... gift tax returns and ongoing financial recordkeeping services. The successful tax associate will be detail-oriented, have strong communication skills, thrive in a… more
- NTT America, Inc. (Oklahoma City, OK)
- …forward-thinking organization, apply now. We are currently seeking a BPO Customer Care Associate to join our team. Customer Care Associate , providing customer ... life insurance industry experience that required knowledge of life insurance and annuity policies where you handled calls from policy holders inquiring about… more
- NTT America, Inc. (Wichita, KS)
- …and forward-thinking organization, apply now. We are currently seeking a Customer Service Associate to join our team. This position is eligible for company benefits ... Previous insurance industry experience that required knowledge of life insurance and annuity policies where you handled calls from members inquiring about payments,… more
- BMO Financial Group (New York, NY)
- BMO's Financial Institutions Group (FIG) is hiring an experienced Associate or Vice President to join its Insurance Investment Banking team in New York. You will ... roles (exposure to, and/or a strong interest in, the US life & annuity sector is preferred) + Education: Bachelor's degree in Finance, Economics, Business, or… more
- Cognizant (Chicago, IL)
- …Cognizant Technology Solutions is currently seeking a highly skilled ** Associate Director** level **Healthcare Provider IT** **Client Relationship Manager** who ... different portfolios ranging from sales, new sales, programs and existing annuity business . A strong relationship-oriented bent of mind, demonstrated capabilities… more
- Thrivent Financial (Gig Harbor, WA)
- …you earn, as you'll be paid through commissions and incentives based on your success. Associate Enjoy the rewards of working as part of a team helping clients make ... you will study for and obtain necessary licenses, including: + State Life, Health and Annuity + Securities Industry Essentials (SIE) + Series 6 and 63 or 7 and 66.… more
- Truist (Ocala, FL)
- …and brokerage accounts. 4. Knowledge of the features and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 ... and Series 66 licenses. (Series 63 and 65 in lieu of 66) Candidates will be considered if they currently have at least 1 of the licenses and can obtain the additional licenses during employment. 6. Exceptional telephone skills and the ability to appropriately… more
- Federal Law Enforcement Training Centers (Glynco, GA)
- …(IOD), Technical Training Operations Directorate (TTO), under the Office of the Associate Director for Training Operations (TOPS) and located in Glynco, Georgia. The ... their full salary with no offset to their FERS annuity . However, this waiver does not exempt the FERS.... However, this waiver does not exempt the FERS annuity supplement from being reduced. Therefore, FERS retirees receiving… more
- Federal Law Enforcement Training Centers (Glynco, GA)
- …(CYD), Technical Training Operations (TTO) Directorate under the Office of the Associate Director for Training Operations (TOPS) and located in Glynco, Georgia. The ... their full salary with no offset to their FERS annuity . However, this waiver does not exempt the FERS.... However, this waiver does not exempt the FERS annuity supplement from being reduced. Therefore, FERS retirees receiving… more
- Federal Law Enforcement Training Centers (Charleston, SC)
- …team and mission. This position is located in the Office of the Associate Director for Training Ops (TOPS), Training Management Operations Directorate (TMO), Office ... will be reduced by the amount of their retirement annuity and by further cost of living increases. FERS...cost of living increases. FERS retirees receiving a FERS annuity supplement must also be aware that, like social… more
- MetLife (New York, NY)
- …for both clients and the enterprise. Candidate will join the payout annuity valuation team jointly responsible for the valuation, analysis, and reporting of ... Consultant II is responsible for both actuarial valuations of payout annuity products and stakeholder support. You'll collaborate closely with product teams,… more
- Guidehouse (Bethesda, MD)
- …the NIH Office Bethesda, MD. **What You Will Do** **:** + Work with the Annuity Management System (AMS) to create new user accounts, create and send out quarterly ... quarterly payment data to system of record. + Add annuity related details (law firm-provided documents, bibliographic and comments)...Will Need** **:** + A Bachelor's degree or an Associate degree plus TWO (2) years of experience or… more