- AAA Northern California, Nevada & Utah (Bozeman, MT)
- …equivalent combination of education and experience + (preferred) + 1+ years experience in Life Insurance and/or Annuity Sales (preferred) + CLU, ChFC and/or ... sales process in the completion of required financial, activity and sales reporting. + Provides life sales support and training on lead development 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 ... be the largest and National differential boutique in the life and annuity distribution space. We believe...mastering the delivery of our unique value propositions. The Annuity Sales VP is paired with an… more
- USAA (San Antonio, TX)
- …10 years of experience without Bachelor's Degree) + 6 years of experience in annuity product sales , relationship management, and/or annuity operations. + 3 ... years of experience in annuity and/or life insurance distribution through full-service brokerage and bank broker...Subject-matter-expert level of business acumen in the areas of annuity business operations, broker dealer sales processes… 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 ... Our Head of Annuity and Retirement Marketing will lead marketing strategy...: + * Use KPIs relating to product launches, sales campaigns, and materials to + direct existing and… more
- Charles Schwab (Lone Tree, CO)
- …the 7,000+ RIAs we serve. With responsibility for product management and development, direct sales and sales support and oversight, CSIS works closely with all ... and manages all insurance company partners and vendors associated with the annuity and insurance business. CSIS is responsible for developing and maintaining all… 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 ... responsible for assisting agents throughout the entire sales process. To be successful, you must have a...Integrity Marketing Group, the nation's largest independent distributor of life and health insurance products, to help us expand… more
- JPMorgan Chase (Jersey City, NJ)
- …and financial security for their families and businesses. **Job Description:** The Annuity Specialist will provide support to advisors across Wealth Management at JP ... Morgan (Chase Wealth Management, JPMorgan Advisors, and the Private Bank) on utilizing annuity solutions to meet client investment and income needs around the Goals… 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...180 days of start date * Must have Resident Life and Variable Insurance Licenses or be willing to… more
- Lincoln Financial (Greensboro, NC)
- …The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... rotation, roles are available in different business areas including Life and Annuities, Retirement and Group Protection. Experience gained...exciting role open for an **Associate Actuary on the Annuity Qualified Actuary team** . This is a unique… more
- DXC Technology (Plano, TX)
- …the middle and back office-while enhancing customer experiences. We are seeking a dynamic Life & Annuity Demo Strategy Leader to drive the strategy, execution, ... and continuous improvement of product demonstrations for our life and annuity insurance software solutions. In...clearly communicate product value, address client needs, and accelerate sales and adoption. You will serve as a key… more
- Lincoln Financial (Omaha, NE)
- …The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... 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… 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...and active Series 66 (63/65) license is required + Life and Health Insurance licenses (This role requires you… more
- Lincoln Financial (Radnor, PA)
- …The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... talk! We're seeking a Marketing Specialist to join our Annuity marketing team. Working in an agile pod structure,...in developing and executing end-to-end marketing strategies that'll drive sales and help achieve business goals for Lincoln's broad… 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
- DXC Technology (Tulsa, OK)
- …offices- while facilitating customer experience transformation. **Essential Job Functions:** + ** Life & Annuity Contact Center Operation Manager** + Oversees ... new and creative ideas to sell add-on services. Promotes sales of various service options. + Acts as a...business management, computer science or related field preferred + Life & Annuity or financial industry strong… more
- Lincoln Financial (Phoenix, AZ)
- …The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... individual will work on products developed in partnership with Annuity Product and will work across business units and...on product design to meet or exceed profitability and sales objectives. *Direct, develop, and/or run complex pricing models… more
- Lincoln Financial (Cheyenne, WY)
- …The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... part in pricing fixed, fixed indexed, registered index-linked, and variable annuity products in support of Lincoln's strategic initiatives, working closely with… more
- Lincoln Financial (Greensboro, NC)
- …Role at a Glance** We're seeking a seasoned Program Manager to lead complex Life and Annuity IT initiatives. This role blends strategic program oversight with ... Bachelor's degree or equivalent experience required. _Nice-to-haves:_ + Strong understanding of Life and Annuity ecosystems and SaaS transformation. + Proven… more
- Lincoln Financial (Greensboro, NC)
- …The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... a Glance** The Role at a Glance: As the Annuity Inforce Business Analyst, your role will be to...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more
- Lincoln Financial (Fort Wayne, IN)
- …The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... #:** 75133 **The Role at a Glance** As the Annuity Product State Filings Consultant, you'll play a pivotal...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more