- MassMutual (Springfield, MA)
- **Department:** The Policyholder Services and Annuity New Business Operations team is responsible for servicing all of MassMutual customers as well as the enabling ... new sales and strategic efforts for our Life, Annuity and Disability insurance lines. We seek to do...decision making. **Job Summary:** As the leader of the Annuity New Business and Sourced Operations, this role is… more
- Edward Jones (St. Louis, MO)
- …which are centralized in the St. Louis and Tempe home offices. Annuity Field Supervision Directors (FSD) are registered principals with supervisory responsibility ... for annuity transactions submitted through assigned branch offices. An Annuity FSD utilizes extensive electronic order systems to complete the supervision of … more
- Equitable (Charlotte, NC)
- Annuity Model Development Senior Actuary - 100% Remote Eligible ( 240000BB ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... setting, regulatory monitoring and advocacy, governance and financial reporting. The Annuity Model Development Senior Actuary supports the timely and controlled… more
- Truist (Richmond, VA)
- …Reporting to the Managing Director of Brokerage Products, the Annuity and Insurance Manager is responsible for product strategy, development/selection, ... and execution of annuity and insurance solutions for clients within Truist Wealth....+ Lead product strategy, development and execution for the annuity platform in support of over 1,000 advisors that… more
- Lincoln Financial Group (Columbus, OH)
- …our fast paced, high volume contact center team supporting our Life and Annuity Operations organization in a work from home environment. _Background Details_ The ... Life and Annuity Operations Team will provide you with several weeks...first point of contact for our life insurance or annuity customers (ie, policy holders, beneficiaries, financial professionals, etc.).… more
- Lincoln Financial Group (Fort Wayne, IN)
- …opportunity. **Requisition #:** 73200 **The Role at a Glance** The Actuary, Annuity /RPS Strategic Modeling, will play an integral role focused on developing ... directly impact capital management and business strategy in the Annuity and Retirement Plan Services space. + Gain a...+ Evaluate and assess impact of regulatory changes on annuity valuation and modeling. + Collaborate with Valuation and… more
- USAA (Phoenix, AZ)
- …**Life Actuary Senior** owns the regular pricing of fixed deferred and immediate annuity products as well as fixed indexed annuities, deferred income annuities and ... of Actuaries) Designation + 3 or more years of Annuity Pricing Experience + Experience with Moody's Analytics AXISTM...processes using VBA or other Software. + Fixed Index Annuity experience a plus The above description reflects the… more
- Guardian Life (Pittsfield, MA)
- …to build and manage relationships within territory. + Proactively follow up on annuity illustrations and large cases. + Initiate sales calls daily to strengthen ... sales support. + Provide advanced case design support. + Work with External Annuity Wholesalers and 3rd party accounts to identify new sales opportunities across… more
- Equitable (Charlotte, NC)
- EDL - PSA Sales Desk ( Annuity Internal Sales Trainee) ( 230000R8 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : ... fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales. PSA candidates are enrolled into a 6 week training… more
- Brokers International (Urbandale, IA)
- We are currently seeking dedicated and driven Annuity Sales Support Consultants to join our team. The Annuity Sales Support Consultant role is responsible for ... assisting agents throughout the entire sales process. To be successful, you must have a can-do attitude, think outside the box, be quick on your feet when you are thrown a curve ball and have a strong affinity for creating an excellent customer service… more
- USAA (Colorado Springs, CO)
- …**What sets you apart:** + 3 or more years of demonstrated experience supporting Annuity Products development and/or Sales (USAA or Industry). + 3 or more years of ... strategic planning and roadmap execution. + Demonstrated experience identifying, monitoring, and improving key performance indicators. + 3 or more years of demonstrated experience with agile execution as a product owner, epic/feature owner or subject matter… more
- DXC Technology (Nashville, TN)
- …Designer + Understands insurance products supported in PerformancePlus (Life, UL, Annuity , Health, Variable Products) + Knowledge in disparate distribution Channels ... (Brokers, Banks, Agencies, Wire houses, etc.) + Formulate and define system scope and objectives based on user needs and a good understanding of information technology, business processes, and industry requirements + Develop and diagram business processes of… more
- Health Advocates Network (Harrisburg, PA)
- …Pennsylvania State Board of Medicine. Must be able to review disability annuity applications and attendant medical records and other documentation, testify, consult ... Any recommendation not to approve an application or to continue a disability annuity shall include a written explanation of the reason for such recommendation. Must… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Popular. Come and join our community! General Description A Technical Assistant process annuity applications and updates client files. Support annuity and life ... insurance producers on their sales, service and end processing of the annuity business. This position requires strong attention to detail, quick thinking and… more
- Athene (West Des Moines, IA)
- …comprehensive, accurate, and timely legal advice to support our growing retail annuity and private placement annuity business. Collaborating directly with ... business members on product development of complex fixed, fixed indexed annuity and variable annuity products + Serve as strategic legal advisor on private… more
- Jackson National Life Insurance Company (Nashville, TN)
- …the Chief Compliance Officer and registered representatives on matters of annuity sales referred from Registered Investment Advisors and alternative distribution ... principal review of new account applications, compliance required forms, annuity transactions, and correspondence to and from representatives. Additional… more
- Federal Law Enforcement Training Centers (Cheltenham, MD)
- …to return to work, earning their full salary with no offset to their FERS annuity . However, this waiver does not exempt the FERS annuity supplement from being ... reduced. Therefore, FERS retirees receiving a FERS annuity supplement, must be aware that like social security...be aware that like social security benefits, the FERS annuity supplement is subject to an earnings test and… more
- AON (Atlanta, GA)
- …required contributions, AFTAPs, balance sheet elements, lump sum window and annuity purchase amounts, and projections by using valuation sets and deterministic ... minimum required contributions, AFTAPs, balance sheet elements, lump sum window and annuity purchase amounts, and baseline projections by using valuation sets and… more
- DXC Technology (Austin, TX)
- …concerning newly submitted business, as well as discuss and explain existing annuity business across all distribution channels and products. Wholesaler Services also ... + Over the top customer service. + Answers incoming phone calls regarding annuity products from wholesalers and advisors. Discusses all aspects of the annuity… more
- Guardian Life (Holmdel, NJ)
- …expert on all aspects of our managed account model management, trading platform, annuity operations as well as all associated custody, clearance, and order execution ... which includes implementation, testing, processing, escalations, etc. + Be responsible for our Annuity Operations process **You have** + 3 or more years of extensive… more