- Aegon Asset Management (Denver, CO)
- …Regional Vice Presidents (RVP) with a common goal of increasing company's share of mutual funds , annuity , and insurance marketplace as well as visibility ... Job Family Internal Sales About Us At Transamerica, hard work, innovative...and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This… more
- Lincoln Financial Group (Radnor, PA)
- …statutory capital, GAAP accounting of VA, FIA and RILA annuities, hedging strategies and mutual funds + Recent annuity hedging program experience strongly ... and solutions to manage embedded market risks within Lincoln's annuity and life insurance products. + Contribute to continued...value of the in-force and supports sustainable growth. + Fund Strategy and Analytics: Perform the funds … more
- Nuveen Investments (New York, NY)
- The Defined Contribution Investment Only (DCIO) Sales job sells mutual funds , Collective Investment Trusts (CIT), sub-advised management and annuity ... plan investment business, along with best practices and established sales tools, to meet DCIO sales goals....platform gatekeepers and investment due diligence teams to win fund and sub-advised mandates as well as recommended … more
- TIAA (Dallas, TX)
- …Nuveen and its investment specialists (including, but not limited to 529 plans, mutual funds , closed-end funds , collective investment trusts, exchange-traded ... funds , private funds , separately managed accounts, non-listed REITs, joint ventures, and...BI, and advisory/wealth regulations, to support lifetime income and annuity products and wealth-related materials offered through TIAA. **Key… more
- Equitable (WI)
- …+ FINRA Series 6/7, LH&A and 63 required + 5 years Variable Annuities or Mutual Funds direct sales experience required + Willingness to travel 50% ... goals. Candidate must be able to identify, create and implement annuity sales opportunities. + The candidate will be responsible for communication with… more
- Truist (Raleigh, NC)
- …transactions for our Financial Advisors including but not limited to securities, mutual funds , UITs, Structured Products and Annuities. The Regional Supervisor ... supervisory reviews that are performed. + Supervisory responsibility for Annuity Principal Review and Approval.Utilize multiple systems to ensure suitability… more
- Robert Half Finance & Accounting (Goshen, IN)
- …Familiarity with Annuities * Experience in 401k - RRSP Administration * Understanding of Mutual Funds Robert Half is the world's first and largest specialized ... payments, and tax reporting. * Provide leadership in the annuity product strategy, operations, and sales . *...in the annuity product strategy, operations, and sales . * Facilitate the onboarding of new retirement service… more
- Equitable (Woodbridge, NJ)
- …Series 7 and 66 registrations within 240 days of joining. + Knowledge of mutual funds , securities, and insurance industries. + Proficient in Word, Excel, ... four-year college degree is preferred + 1-2 years of sales experience. + You will be required to obtain...Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC. Equal… more