- Thrivent Financial (Brenham, TX)
- …the team. This position provides support to our existing client base. It provides technical support for the Lead Advisor and/or Service Advisor . ... Organization/Business Overview: The Support Advisor works as a part of the advisory...applications + May fill out and sign Variable Life/Variable Annuity /Mutual Fund/Brokerage applications + May accept and/or enter trade… more
- Cornell Cooperative Extension (Millbrook, NY)
- …Program (including Dental Insurance ) + NYS Retirement + Long-term Disability Insurance + Voluntary Tax Deferred Annuity + Voluntary Flexible Spending ... make informed decisions, you might be a great Energy Advisor ! Apply to join our team of Energy Advisors...issues in Mid-Hudson region. + Disseminate locally relevant, non-biased, technical and scientifically based energy information for use by… more
- DXC Technology (Austin, TX)
- …technology, service delivery, and commercial aspects. + Serve as a trusted advisor to internal and/or external clients, translating business/ technical problems ... across the Enterprise Technology Stack for business process outsourcing, insurance , analytics and engineering, applications, security, cloud, IT outsourcing, and… more
- EPAM Systems (Boston, MA)
- …development, growing client relationships within the Insurance Industry (P&C, Life/ Annuity , Reinsurance) + Knowledge of technical platforms ie, Guidewire, ... and identifying and pursuing opportunities with new clients + Understand the Insurance market (ie, P&C, Life/ Annuity and Reinsurance), including trends, key… more
- Truist (Coral Gables, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- Air National Guard Units (Belle Chasse, LA)
- …recommends corrective action. d. Inspector General: Serves as the Wing Commander's principal advisor and provides technical expert to wing personnel on the Air ... and coordinates comprehensive training plans and scenarios to provide realistic technical aircrew training. Adopts and implements policy to ensure accomplishment of… more
- IBM (Boston, MA)
- …sales and technical talent to identify, qualify and develop 'trusted advisor ' relationships with our clients. The results of which will persuade them to ... stay at the forefront of industry trends, and remaining as the trusted advisor our clients' success depend on. Excellent onboarding and an industry leading learning… more
- Truist (Coral Gables, FL)
- …in SalesForce, create meeting agendas and summaries. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing travel time ... Submit and process certain operational requests as instructed by the financial advisor and/or client. These may include: funds distributions, deposits of checks,… more
- Equitable (Charlotte, NC)
- …a detail-oriented individual are preferred + Experience with employee benefits, life insurance , mutual fund and annuity product development, analysis and ... anything that requires product and platform updates, client, and advisor communications. + Coordinate and implement required client communications, documents… more
- Cornell Cooperative Extension (Oriskany, NY)
- …of educational workshops and trainings while also providing continual technical assistance to producers, agricultural landowners, and supportive organizations ... or have the ability to acquire a Certified Crop Advisor (CCA) certification and New York State Certified Pesticide...vehicle access, and a driving record acceptable for agency insurance coverage. + Ability to work flexible hours which… more
- Truist (Charlotte, NC)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks,… more
- Thrivent Financial (Geneva, IL)
- Summary The Paraplanner position will come alongside our Lead Advisor 's to learn how to create financial plans and soak up firm-specific procedures and processes. ... requirements + Other responsibilities as assigned by the Lead Advisor Qualifications + Securities (7/66, or 7/63 & 65)...(7/66, or 7/63 & 65) and Life, Health, and Annuity registration required + Degree in Financial Planning, Finance,… more
- City of Boise (Boise, ID)
- …and your family. Plus, a retirement plan that provides a lifetime annuity , investment matching, a cash-incentive wellness program, public employee student loan ... the city's clean energy goals. Serves as the subject matter expert and advisor reviewing and developing energy policy with the Idaho Public Utilities Commission… more
- EPAM Systems (Atlanta, GA)
- …share, and maximize revenue opportunities within targeted segments of the insurance market ie (P&C, Life/ Annuity , Reinsurance) + Exceptional ... between technology, customers, and business and serve as a trusted advisor that brings technology-enabled solutions + Monitor current and emerging trends,… more
- MetLife (Bridgewater, NJ)
- …income annuities, structured settlement annuities, and corporate and bank owned life insurance . Additionally, MLIDC services a closed block of individual retail ... annuity and retail life business through MetLife Holdings, Inc....requirements to support the compliance program for MLIDC, MetLife's insurance broker-dealer. This role will collaborate with associates in… more
- Thrivent Financial (Germantown, WI)
- …position is eligible for team bonuses ranging from 2-10% of annual salary, a health insurance stipend with HSA matching, a simple IRA match, and 80 hours of PTO and ... clients + Other responsibilities as assigned by the Lead Advisor Qualifications + 3+ years industry experience required +...(7/66, or 7/63 & 65) and Life, Health, and Annuity registration required + Bachelor's degree in Financial Planning,… more