- 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 Schwab Client Enterprises to support product distribution and product management, and manages all...as supporting related platforms and tools. The Associate Regional Annuity Specialist (ARAS) supports a team of… more
- JPMorgan Chase (Jersey City, NJ)
- …Own and manage a divisional sales territory as the main point of contact for annuity sales support and education at JP Morgan Chase. + Collaborate with ... **Job Responsibilities:** The Insurance Specialist Associate will support the growth and development of the Annuity...Morgan. This role will be responsible for leading proactive annuity sales and product training and planning… more
- Brokers International (Urbandale, IA)
- …are currently seeking an experienced and driven Contracting Specialist to join our Annuity and Life departments' sales support teams. As the Contracting ... Specialist , you will support agent activities, including providing insight, data entry, product,...agent activities, including providing insight, data entry, product, and sales tool support to agents, marketers, and… more
- TEKsystems (Minneapolis, MN)
- … support , Administration, Scanning, Inbound call, Financial services, life insurance, annuities , annuity , phone support Top Skills Details: data ... MN. We are building out a new team to support New Business Applications for Annuities and...Support , Call center, Customer support , Technical support , Client services, sales support ,… more
- Equitable (Charlotte, NC)
- …of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect ... Client Care Specialist (FINRA Required) ( 24000081 ) **Primary Location**...calls in queue post-5:00 PM ET + Retain Equitable's annuity contract holders through handling inbound calls looking to… more
- Morgan Stanley (New York, NY)
- …team serving this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial Advisors/Private ... its workforce (M/F/Disability/Vet) **Job:** **Wealth Management* **Title:** *Sr. UHNW Sales Specialist * **Location:** *New York-New York* **Requisition ID:**… more
- Guardian Life (New York, NY)
- **Wealth Management Specialist ** Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders ... for product questions/solutioning and current rate expertise via phone support to the registered FRs in the Field, in...appropriate weblinks for such, etc. + Manage and develop sales territory with WMC to drive growth of wealth… more
- USAA (Tampa, FL)
- …military service or a military spouse/domestic partner. + 3+ years of direct Annuity Sales Experience + Experience working in an Inbound/Outbound Call Center ... so special! **The Opportunity** As a Mid-level Retirement Income Specialist , you will ensure the financial security of our...information and retirement events and understands the role of annuities in a retirement income plans, as well as… more
- USAA (Phoenix, AZ)
- …assessment may be required **What sets you apart:** + 2+ years of direct Annuity Sales Experience + Experience Working in an Inbound/Outbound Call Center + ... what makes us so special! **The Opportunity** As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing… more
- PNC (Birmingham, AL)
- …an opportunity to contribute to the company's success. As a Compliance Program Specialist within PNC Investments, you will be based in Birmingham, AL. The position ... state, update agency affiliations. + Aggregate, process and follow up on annuity contract reassignments with annuity carriers. + Implements compliance programs… more
- SHI (Somerset, NJ)
- **Job Summary** The Partner Automation Specialist will be responsible for managing and maintaining various automation process and RPAs (Robotic Process Automations) ... that focus on renewals, modifications, and overages. The Partner Automation Specialist will also be a liaison between accounting, purchasing, sales , partners,… more
- Lincoln Financial Group (Boise, ID)
- …at a Glance** We are excited to bring on a highly motivated **Group Claims Specialist ** to support our ever-growing claims organization in a work from home ... support our west coast employer groups. _Background details_ As a Group Claims Specialist , you will support our Short Term Disability or Integrated Absence… more
- Gehring Group (Palm Beach Gardens, FL)
- …Gehring Group! (https://www.youtube.com/watch?v=N7lGEywlemk) We are seeking a Client Service Specialist (CSS) to join our Account Management department. The Account ... in employee benefits and wellness programs. The Client Service Specialist serves as an "advocate" to our Clients' employees,...of two years of professional experience in customer services, sales , HR, insurance, or related field is required. +… more
- Lincoln Financial Group (Columbus, OH)
- …**The Role at a Glance** We are excited to bring on a Financial Reporting Specialist for a fully remote position. In this role you will be responsible for preparing, ... financial analysis on consolidated and business unit results, including providing ongoing support for the business unit teams and our various other partners as… more
- Air Force Materiel Command (Wright-Patterson AFB, OH)
- …purpose of this position is to serve as the senior Contracting Specialist and principal technical authority, with an Unlimited Contracting Officer warrant, for ... contracting officer with unlimited signatory authority and provides technical expertise in support of: programs directly tied to the successful execution of the… more
- Guardian Life (Bethlehem, PA)
- …join Guardian Life! Our Customer Service Specialists are responsible for providing support to financial professionals and Clients via inbound calls to our Service ... new account setups, transfer of assets, mutual funds and annuities , stocks and bonds, qualified and non-qualified plans, as...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- Air Force Materiel Command (Wright-Patterson AFB, OH)
- …implement, direct, and/or function as part of a logistics management operation in support of Foreign Military Sales (FMS) of designated country, assigned ... responsible for planning, managing, coordinating total, cradle to grave logistics management support to a complex, major weapons system from concept through field… more
- S&P Global (New York, NY)
- …our clients. + Foster attributes of collaboration and teamwork by creating opportunities for sales specialist and product management teams to meet their goals to ... our business revenue from our regional commercial focus on sales , licensing, and support of the intellectual...establish a close and collaborative partnership with our insurance sales team to provide innovative indexed annuity … more
- Construction Specialties, Inc. (Lebanon, NJ)
- Architectural Sales Consultant (REMOTE - living within 1 hr of NYC) - ( 2400045 ) **Description** **CONSTRUCTION SPECIALTIES, INC.** Founded in 1948, Construction ... hardship on our operations._ **SCOPE OF POSITION:** Responsible for growing sales by creating demand through specifications & developing, strengthening, and… more
- Construction Specialties, Inc. (Denton, TX)
- Architectural Sales Consultant (REMOTE living within 30 minutes of Dallas) - ( 230009Z ) **Description** **CONSTRUCTION SPECIALTIES, INC.** Founded in 1948, ... hardship on our operations._ **SCOPE OF POSITION:** Responsible for growing sales by creating demand through specifications & developing, strengthening, and… more