- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Annuity and Retirement Consultant (Business Growth Strategy Associate) to join the National Sales Client ... consultants support Financial Advisors fielding inbound and outbound calls on annuity and retirement products. Consultants foster collaborative relationships… more
- Brokers International (Urbandale, IA)
- …and driven Annuity Sales Support Consultants to join our team. The Annuity Sales Support Consultant role is responsible for assisting agents throughout the ... a comprehensive benefits package including PTO, paid holidays, medical, dental, retirement plan, Employee Ownership Program, employer paid short term disability, and… more
- Charles Schwab (Lone Tree, CO)
- **Your opportunity** As a Regional Annuity Specialist within Charles Schwab's Income & Wealth Solutions Group, you will serve as a key resource for financial ... consultants, providing specialized knowledge and expertise on annuity products and solutions. Your role is to help...solutions. Your role is to help clients achieve their retirement and income goals by delivering guidance on annuities… more
- MetLife (New York, NY)
- Role Value Proposition This role is primarily responsible for ensuring annuity contracts accurately capture MetLife's promises to its customers, reflect business and ... to enable MetLife's purpose, "Always With You, Building a More Confident Future". Retirement and Income Solutions (RIS) is a part of MetLife's US Business and… more
- US Bank (Cincinnati, OH)
- …discover what you excel at-all from Day One. **Job Description** The Investment Consultant role provides advanced investment education and advice as it works with ... who may require multiple financial product offerings. The Investment Consultant will have access to a full product suite...will be considered. Life, Accident & Health, LTC, and Annuity licenses required at, or within 6 months, of… more
- WTW (St. Louis, MO)
- …of a market leading, strategic team focused on innovation and excellence? Our Retirement Risk Management team combines expertise in DB plan management and investment ... Provide value-added consulting expertise on settlement strategy (including lump sum, annuity purchase, and plan termination feasibility) and other special projects… more
- MetLife (Bridgewater, NJ)
- …continues its purpose "Always With You, Building a More Confident Future." The Retirement & Income Solutions ("RIS") business is part of MetLife's US Business. RIS ... delivers business-to-business retirement and benefit funding solutions in specialized financial and...contract forms associated with longevity reinsurance, group life and annuity business. * Interest in managing projects and reviewing… more
- Oracle (Dover, DE)
- …25%. **Bonus Points If You Have** + Knowledge of life insurance or annuity products, underwriting, and policy administration processes. + Experience working in Agile ... and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities… more
- The Salvation Army (West Nyack, NY)
- …responding to inquiries. + Communicate with investment custodian, external investment consultant and portfolio managers for information requests and inquiries. + ... Oversee annual charitable gift annuity filings to New York State (NYS) and New...Time Off - Vacation, Sick, Personal days + 403(b) retirement savings plan + Non-contributory Pension Plan + Professional… more
- Thrivent Financial (Auburn, WA)
- …Planner or Chartered Financial Analyst designation required or Chartered Financial Consultant or Certified Public Accountant or equivalent. + Securities ( 7/66, ... or 7/63 & 65) and Life, Health, and Annuity registration required + Bachelor's degree in Financial Planning,...annual salary and a monthly stipend toward health and retirement benefits for full time candidates. Compliance and Regulatory… more
- Comerica (Bloomfield Hills, MI)
- …to clients. Organize client files and set up systems to assist Financial Consultant with regular follow up. Research and resolve complex and sensitive client ... 66 or 65, and resident state appropriate insurance and annuity licenses + 5 years of experience in customer...offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You… more