- Thrivent Financial (Milwaukee, WI)
- The Virtual Advisor plays a crucial role...broad perspective of financial products and the financial services industry. ( ie Life, Health, Annuities ... Thrivent's robust advice framework, the primary objective as a Virtual Advisor is to re-engage existing Thrivent...of empowering clients to take action to improve their financial well-being. Virtual Advisors hired in locations… more
- Principal Financial Group (Washington, DC)
- …Advanced designations preferred (CFP(R), RICP(R), ChFC(R)) + Excellent knowledge of annuity solutions, competitive intelligence and financial markets required + ... You'll Do** This role is responsible for sales activities for Principal Retail Annuities and Income Solutions. You'll impact sales by partnering with financial … more
- Athene (New York, NY)
- …documentation, and control protocols. Qualifications and Experience: + 4+ years of financial services experience, ideally in DCIO, annuities , or defined ... to do more. More for our customers and the financial professionals who offer our products. If you are...systems, ensuring up-to-date tracking and reporting. + Support webinars, virtual campaigns, and events to elevate Vitera's brand and… more
- CVS Health (Largo, FL)
- …enrollment meetings, employee health fairs, wellness events, and other onsite or virtual engagements to educate and inform members about available benefits and ... Health systems to serve as a subject matter expert and trusted advisor . + **Issue Escalation & Follow-up:** Collaborate cross-functionally with internal teams… more