- AAA Northern California, Nevada & Utah (Bozeman, MT)
- …combination of education and experience + (preferred) + 1+ years experience in Life Insurance and/or Annuity Sales (preferred) + CLU, ChFC and/or LUTCF ... and training on lead development and identification for the frontline employees, Insurance Sales Agents (P/C) and other staff who come in contact with members/… more
- TD Bank (Burlington, VT)
- …identify customer financial needs + Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral ... the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales , including for qualified accounts in accordance and… more
- HUB International (Providence, RI)
- …Best Place to Work RI and Worksite Health Award (superior rating). **Job Description:** The Annuity Sales VP will manage a group of producers and recruit new ... mastering the delivery of our unique value propositions. The Annuity Sales VP is paired with an...CLU, RICP and/or CFP designations highly desired. + Life Insurance license and Series 6 required. **Compensation:** Sales… more
- Charles Schwab (Lone Tree, CO)
- …and manages all insurance company partners and vendors associated with the annuity and insurance business. CSIS is responsible for developing and maintaining ... serve. With responsibility for product management and development, direct sales and sales support and oversight, CSIS...all annuity and insurance products as well as… more
- Brokers International (Urbandale, IA)
- We are currently seeking dedicated and driven Annuity Sales Support Consultants to join our team. The Annuity Sales Support Consultant role is ... combination of education and experience. + One year of phone sales experience + Iowa Insurance license required within 90 days of employment. + Valid driver's… more
- JPMorgan Chase (Jersey City, NJ)
- …Bank, JP Morgan Securities, and Chase Wealth Management. The Wealth Management Insurance and Retirement Solutions (IRS) organization lives at the intersection of ... and financial security for their families and businesses. **Job Description:** The Annuity Specialist will provide support to advisors across Wealth Management at JP… more
- Equitable (Charlotte, NC)
- …the fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales . PSA candidates are enrolled into a 6 week ... EDL - PSA Sales Desk ( Annuity Internal Sales...EDL - PSA Sales Desk ( Annuity Internal Sales Trainee) ( 250000E4...start date * Must have Resident Life and Variable Insurance Licenses or be willing to obtain within 180… more
- Lincoln Financial (Greensboro, NC)
- …program Lincoln has an exciting role open for an **Associate Actuary on the Annuity Qualified Actuary team** . This is a unique valuation position which offers ... opportunities to provide thought leadership on key company initiatives. The Annuity Qualified Actuary team provides guidance and ensures proper implementation of… more
- Raymond James Financial, Inc. (Denver, CO)
- **Job Summary:** The Traditional Product team oversees annuity and insurance transactions for Branch Managers as well as Financial Advisors based on certain risk ... to securities industry regulations and limit firm liability. The advisor of the Annuity and Insurance Products review team will use knowledge of industry… more
- Guardian Life (New York, NY)
- …product and program launch strategies, updates, and maintenance communications to support sales activity and consumer engagement. + Support annuity wholesalers ... : + * Use KPIs relating to product launches, sales campaigns, and materials to + direct existing and...experience with annuities business - + Minimum 8 years annuity , insurance , or financial industry marketing experience.… more
- Lincoln Financial (Omaha, NE)
- …75078 **The Role at a Glance** We are excited to bring on an Actuary, Annuity Projections, to play an integral role in supporting the Annuity Financial ... how assets and liabilities evolve over time for Lincoln's annuity business and will be able to uncover key...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more
- Citigroup (New York, NY)
- …years of relevant work experience, with demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge ... process. + Sales Material - Work with Financial Planning and Insurance Product to develop and enhance internal and external presentations & marketing materials… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Annuity and Retirement Consultant (Business Growth Strategy Associate) in the National Sales Client Relationship ... support Financial Advisors fielding inbound and outbound calls on annuity and retirement products. Consultants will build collaborative relationships with… more
- DXC Technology (Plano, TX)
- …strategy, execution, and continuous improvement of product demonstrations for our life and annuity insurance software solutions. In this role, you will lead a ... clearly communicate product value, address client needs, and accelerate sales and adoption. You will serve as a key...team of product demonstration specialists focused on life and annuity insurance software. + Develop and implement… more
- JPMorgan Chase (Plano, TX)
- **Job Responsibilities** As an ** Annuity Advisor** ,you will work in a team based office environment to offer annuities planning and advice to clients by helping to ... goals. You have a passion for educating clients on Annuity products, technology and channels available to them to...66 (63/65) license is required + Life and Health Insurance licenses (This role requires you to be licensed… more
- Lincoln Financial (Radnor, PA)
- …first marketing department? Let's talk! We're seeking a Marketing Specialist to join our Annuity marketing team. Working in an agile pod structure, you will play a ... pivotal role in developing and executing end-to-end marketing strategies that'll drive sales and help achieve business goals for Lincoln's broad offering of … more
- Raymond James Financial, Inc. (Raleigh, NC)
- …or grandfathering cannot be applied. * FINRA Series 7 required. * FINRA Series 66 or 63 and 65 required. * Life & Variable Annuity Insurance License required. ... executing unsolicited orders and offering guidance in relation to other associated sales practice activities and requirements. Guidance is provided to perform varied… more
- Lincoln Financial (Phoenix, AZ)
- …leadership. The individual will work on products developed in partnership with Annuity Product and will work across business units and functions. **What you'll ... *Perform pricing analysis and analyze the pricing results for new/redesigned annuity contract and rider benefits. *Determine appropriate assumptions and how to… more
- Lincoln Financial (Cheyenne, WY)
- …part in pricing fixed, fixed indexed, registered index-linked, and variable annuity products in support of Lincoln's strategic initiatives, working closely with ... using vendor or internally developed software, analyze pricing results for annuity contract and rider benefits, determine appropriate assumptions, and model product… more
- Lincoln Financial (Greensboro, NC)
- …Glance** We're seeking a seasoned Program Manager to lead complex Life and Annuity IT initiatives. This role blends strategic program oversight with agile delivery ... or equivalent experience required. _Nice-to-haves:_ + Strong understanding of Life and Annuity ecosystems and SaaS transformation. + Proven experience in Life and … more
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