- Lincoln Financial (Omaha, NE)
- …designation with additional years' actuarial experience + Extensive experience with modeling Annuity products ( Variable Annuity with/without living benefits, ... Registered Indexed Linked Variable Annuity (RILA), Fixed Indexed Annuity , Fixed Annuity , and Payout Annuity ) + Strong understanding of… more
- Equitable (Charlotte, NC)
- …into 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 Trainee) ( 25000020 ) **Primary...training program where they learn the fundamentals of variable annuities, product positioning, and advanced sales techniques. Concurrent… more
- TIAA (Charlotte, NC)
- …plans and retail markets. **Key Responsibilities and Duties** + Lead support for variable annuity registration statement annual updates. + Assist with drafting ... company or law firm supporting insurance company issues + Experience with variable annuity registration statement updates + Experience with reviewing insurance… more
- Equitable (New York, NY)
- …implement and maintain hedging models for hedging operations and hedge strategy for Variable Annuity products. + Lead the development of tools and platform ... external auditing purposes. + Contribute to improvements of hedging strategies for Variable Annuity using innovation. + Lead initiatives aimed at… more
- Manulife (Boston, MA)
- The Variable Annuity Hedging (VAH) team, within the General Account Investment Division, is responsible for establishing and managing hedging programs at ... risk through the Macro program and the market risks associated with variable annuity (VA) and indexed universal life (IUL) products. There are two sub-groups… more
- Guardian Life (Bethlehem, PA)
- …bachelor's degree or equivalent industry experience. + In-depth knowledge of various annuity products, including fixed, variable , and indexed annuities. + ... Guardian's Annuity New Business CARE team is seeking a...and knowledgeable individual to join our team as an ** Annuity Operations Case Manager** . We are looking for… more
- Equitable (Charlotte, NC)
- …areas related to wholesale distribution functions of EDL that include the distribution of variable annuity , group annuity , life insurance and mutual funds. ... laws, rules, and regulations. + Established knowledge and understanding of variable products. + Thorough understanding of FINRA's non-cash compensation rules. **In… more
- Principal Financial Group (Columbus, OH)
- …and/or exams necessary for this position include:** + Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable ... Annuity licensing for all non-resident states in which business will be conducted. **Securities exams and IAR appointment include:** + Series 7 and 63 or equivalent, 24, 65 and/or 66 as required by applicable state law to become IAR with Principal… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …7, 24 (or 26), 63, 65 (or 66), Series 53 (or 51), and Life, Health, & Variable Annuity Insurance Licenses (or the ability to obtain within 120 days of hire). + ... Reg-BI and PTE 2020-02. + Already hold a Life, Health, & Variable Annuity license. Compensation The salary for this position generally ranges between… more
- Edward Jones (St. Louis, MO)
- …+ Series 7 and 66 licenses and insurance licenses required: life, health and variable annuity + Insurance licenses required: life, health and variable ... annuity + 100% travel + 2+ years of experience as an Edward Jones financial advisor + Extensive flexibility, reliability and strong decision-making skills + Strong communication and organizational skills + Strong telephone and customer service skills +… more
- Humana (Macon, GA)
- …within the assigned territory/County** **Preferred Qualifications** + Active Life and Variable Annuity Insurance license + Associate's or Bachelors' degree ... services in a field setting. Some of our additional products include Life, Annuity , Indemnity, Dental, Vision, Prescription, and more. Humana has an inclusive and… more
- Humana (Sebring, FL)
- …(Highlands or Hardee County)** **Preferred Qualifications** + Active Florida Life and Variable Annuity Insurance license + Associate's or Bachelors' degree + ... services in a field setting. Some of our additional products include: Life, Annuity , Indemnity, Dental, Vision, Prescription, and more. Humana has an inclusive and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …66 or 65/63 is Required * Series 53, Life, Health, and Variable Annuity Insurance Licenses preferred **Education** **Work Experience** **Certifications** Other ... review, FA/client operational troubleshooting, new account and application review, annuity review, securities receipts review, cash deposit review, and outgoing/LOAs… more
- BlackRock (New York, NY)
- …Institutions Group (FIG), develops and maintains relationships with insurance companies offering Variable Annuity , Fixed Index Annuity , Registered Index ... Linked Annuities, Life Insurance, as well as ETF and mutual fund products. Professionals within the team work together to deliver a full range of asset management, risk management, and advisory services relevant to clients' investment needs. Unified under one… more
- Fifth Third Bank, NA (Dublin, OH)
- …appropriate state resident insurance licenses for Life, Health, Long Term Care, and Variable Annuity certification are required as documented in the Fifth Third ... Securities Licensing Guidelines. + Five (5) years of brokerage or related financial services experience. + Excellent understanding of the financial industry, compliance regulations, daily operational duties and investment brokerage/banking products. Prior… more
- Raymond James Financial, Inc. (West Palm Beach, FL)
- …Series 63 & 65, or 66 as required by state. + Life, Health, and Variable Annuity Insurance Licenses. + NFA Commodities License required if any commodities ... trading is done at the branch. **Education** Bachelor's (Required) **Work Experience** General Experience - 6 to 10 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent -… more
- MyFlorida (Tampa, FL)
- …may participate in various supplemental plans including deferred compensation and The Variable Annuity Life Insurance Company retirement. NOTICE: Please note ... that future vacancies in this same classification may be filled as a result of this recruitment. Applicants will be subject to a criminal background check. We are an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex,… more
- Edward Jones (Tempe, AZ)
- …to apply. * Insurance license may be required in the future (life, health and variable annuity ) * 5+ years of securities industry experience as a Financial ... Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred. * Bachelor's degree in a business-related field is strongly preferred *… more
- JPMorgan Chase (Edmonds, WA)
- …FINRA continuing education requirements and the appropriate state Group - 1 Life and Variable Annuity License + Ability to create and foster strong partnerships ... with COI's and business partners + Track record that demonstrates exceptional ability to grow revenue, assets and client bas + High achiever with entrepreneurial spirit + Strong business and investments acumen + Investment, insurance and financial planning… more
- Raymond James Financial, Inc. (Spokane, WA)
- …or grandfathering cannot be applied. * Series 7 & 66 required. * Life, Health and Variable Annuity or ability to obtain within 6 months from start of program. ... **Education** Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance **Work Experience** General Experience - 13 months to 3 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority… more
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