- JPMorgan Chase (New York, NY)
- …and money market funds. For individual investors, the business also provides annuity and life insurance , brokerage and banking services including trusts ... and estates, loans, mortgages, and deposits. Role Summary The Life Insurance & Annuity Associate will support the Product Owners for implementation and product… more
- JPMorgan Chase (Jersey City, NJ)
- …Bank, JP Morgan Securities, and Chase Wealth Management. The Wealth Management Insurance and Retirement Solutions (IRS) organization lives at the intersection of ... for their families and businesses. **Overview of Role:** The Annuity Specialist will provide support to advisors across Wealth...but not required + Life, Health and Variable Life Insurance licensing preferred, but not required JPMorgan Chase &… more
- DXC Technology (Springfield, IL)
- …required; Bachelor's Degree preferred. + **Experience:** 2-4 years of relevant insurance business experience. + **Skills:** + Demonstrated ability to quickly learn ... servicing systems. + Strong understanding of the life and annuity industry. + Comprehensive knowledge of various policy types and their impact on claims. +… more
- JPMorgan Chase (Columbus, OH)
- …with conducting appropriateness reviews of transactions made in client accounts and/or annuity and life insurance applications submitted by Financial Advisors. ... + Conduct suitability reviews associated with a variety of Annuity and Life Insurance products (eg Variable, Fixed and Index annuities) + Escalate… more
- Thrivent Financial (Neenah, WI)
- …regarding member/customer accounts + Provides fund values and answers other fixed insurance and fixed annuity related questions + Performs routine administrative ... + Collaborates with Financial Advisors to assist customers/members with fixed insurance and fixed annuity product changes + Case prep, new account support, and… more
- Thrivent Financial (Bellevue, WA)
- …regarding member/customer accounts + Provides fund values and answers other fixed insurance and fixed annuity related questions + Performs routine administrative ... meetings + Collaborates with Financial Advisors to assist customers/members with fixed insurance and fixed annuity product changes + Participates and drives… more
- ManpowerGroup (Minneapolis, MN)
- …build, test, implement, and maintain critical processes within the ALIP (Accenture Life Insurance & Annuity Platform) system for configuring insurance and ... products. **Key Responsibilities:** + Develop an in-depth understanding of complex insurance and annuity product features and requirements. + Translate product… more
- Bloomberg (New York, NY)
- …is intimately familiar with the design and attributes of index solutions used by insurance annuity issuers and sell-side firms. As an Index Sales Specialist you ... design, adoption and education of Bloomberg Index products for use within the Insurance and Sell-side products and workflows. You will be responsible for building… more
- AAA Northern California, Nevada & Utah (Las Vegas, NV)
- …of education and experience + (preferred) + 1+ years experience in Life Insurance and/or Annuity Sales (preferred) + CLU, ChFC and/or LUTCF Designations ... for life by unleashing the innovative spirit of our Team Members. Current Life Insurance Agent Hiring Locations: Reno, NV; Sparks, NV; Tucson, AZ; Summerlin, NV; or… more
- Atria Wealth Solutions (Chambersburg, PA)
- …knowledge of financial institution products and services, as well as life insurance , annuity , and securities products. Proficient in operational procedures ... of financial institution products and services, as well as life insurance , annuity and securities products. + Proficient in operational procedures related to… more
- Atria Wealth Solutions (Corning, NY)
- …knowledge of financial institution products and services, as well as life insurance , annuity , and securities products. Proficient in operational procedures ... of financial institution products and services, as well as life insurance , annuity and securities products. + Proficient in operational procedures related to… more
- TEKsystems (Lincoln, NE)
- …Qualifications: High School Diploma or AA Degree 1-year experience in a similar insurance / annuity - closely related role Or 6 months of experience internally ... All Associate level minimum qualifications plus 2-year experience in a similar insurance / annuity - closely related role Or 6 months experience with direct agent… more
- Brokers International (Urbandale, IA)
- …and onboarding programs. Primary Skills & Requirements: + Experience in Life and Annuity insurance industry + Bachelor's degree (B. A.) from four-year College ... management, Registered Investment Advisor and Broker Dealer experience required. Life Insurance and Annuity experience required. + Experience with Microsoft… more
- Deloitte (Cleveland, OH)
- …for providing expert advice and analysis on all aspects of our insurance program (Life/ Annuity and/or P&C/Specialty) as well as broker-dealer functions, ... FSI Insurance Senior Consultant Our practitioners have the opportunity...are seeking a highly motivated and experienced regulatory compliance Insurance professional to join our elite team. This role… more
- Guardian Life (New York, NY)
- …(ie, derivatives, structured securities, and private placements) + Experience with life insurance , annuity products and/or reinsurance is a plus. + Partner ... 10 plus years of investment experience. + Strong Life insurance (STAT & GAAP) background. + CPA or CFA...with the staff to meet deadlines. + Knowledge of Insurance industry accounting practices and procedures preferred. + Strong… more
- JPMorgan Chase (Los Angeles, CA)
- …trusts and estates, loans, mortgages, and deposits. As the Western Divisional Annuity Specialist, you will support advisors within JP Morgan's Wealth Management ... divisions (Chase Wealth Management and JPMorgan Securities) by leveraging annuity solutions to address client investment and income needs within the Goals Based… more
- TD Bank (Boston, MA)
- …process and philosophy and provide advice around financial planning, investment management and annuity / insurance solutions + Participates in the development of ... Coordinates with product development teams to support investment management, planning and annuity / insurance sales development and product enhancements + Works… more
- Jackson National Life Insurance Company (Lansing, MI)
- …finance, or actuarial capacity required.** **3+ years of experience in the life/ annuity insurance industry preferred.** **1+ years of management experience ... diverse backgrounds. Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life … more
- CNO Financial Group (Carmel, IN)
- …eligible. CNO Financial Group's **Actuarial Department** is hiring a **Sr Actuary Annuity Valuation** to manage all valuation activities for other CNO Business ... annuity blocks of business. This is your opportunity to...this position, subject to applicable eligibility requirements: + medical insurance + dental insurance + vision … more
- TEKsystems (Des Moines, IA)
- …Thursday, Friday). This position functions as a support role for the annuity new business specialist team, preparing transfer paperwork, letters of acceptance, ... as assigned. This position functions as a support role for the annuity new business specialist team, preparing transfer paperwork, letters of acceptance, completing… more