- Lincoln Financial (Charlotte, NC)
- …(COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. * Coordinate with insurance carriers and internal ... security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and… more
- TIAA (Charlotte, NC)
- Every worker deserves a secure retirement . For more than 100 years, TIAA has delivered it for millions of people-and weʼre not done yet. Founded to help educators ... retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre...than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of… more
- Equitable (Charlotte, NC)
- Financial Professional - Retirement Benefits Group - Charlotte, NC (5087) ( 2400000M ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable ... for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of… more
- Lincoln Financial (Charlotte, NC)
- …Indexed UL, Variable UL, Combo products). *Serve as a special project consultant on complex valuation projects related to reinsurance transactions, new product ... *Strong understanding of regulatory/accounting/capital frameworks (STAT/GAAP/Tax, RBC) *Understanding of income statements, balance sheets, and financial projections *Strong analytical… more
- CRC Insurance Services, Inc. (Charlotte, NC)
- …**Please review the following job description:** Serve as a strategic business consultant to specified lines of business (LOBs), providing financial analysis and ... projections for transaction, products, market segmentation strategies or acquisitions; income /expense or cash flow forecasts; regulatory interpretations, variance analysis… more