- Equitable (Charlotte, NC)
- …into the fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales. PSA candidates are enrolled into a 6 week ... EDL - PSA Sales Desk ( Annuity Internal Sales Trainee) ( 240000FY ) **Primary...training program where they learn the fundamentals of variable annuities, product positioning, and advanced sales techniques. Concurrent… more
- Thrivent Financial (Las Vegas, NV)
- …from clients, including unsolicited trade orders + May fill out and sign Variable Life/ Variable Annuity /Mutual Fund/Brokerage applications + Show clients how ... This position has an immediate growth tract to obtain NV Life, Health, and Annuity licensing as well as FINRAs SIE, 7/66 licensing. As each license is obtained… more
- Thrivent Financial (White Bear Lake, MN)
- …from clients, including unsolicited trade orders + May fill out and sign Variable Life/ Variable Annuity /Mutual Fund/Brokerage applications + Show clients how ... + Securities (6/63, 7/66, or 7/63 & 65) and/or Life, Health, and Annuity registration may be required Competencies + Planning/Organizing + Customer Focus +… more
- Principal Financial Group (Fresno, CA)
- …and/or exams necessary for this position include:** + Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable ... Annuity licensing for all non-resident states in which business will be conducted. **Securities exams and IAR appointment include:** + Series 7 and 63 or equivalent, 24, 65 and/or 66 as required by applicable state law to become IAR with Principal… more
- Principal Financial Group (Omaha, NE)
- …and/or exams necessary for this position include:** + Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable ... Annuity licensing for all non-resident states in which business will be conducted. **Securities exams and IAR appointment include:** + Series 7 and 63 or equivalent, 24, 65 and/or 66 as required by applicable state law to become IAR with Principal… more
- BlackRock (New York, NY)
- …Institutions Group (FIG), develops and maintains relationships with insurance companies offering Variable Annuity , Fixed Index Annuity , Registered Index ... Linked Annuities, Life Insurance, as well as ETF and mutual fund products. Professionals within the team work together to deliver a full range of asset management, risk management, and advisory services relevant to clients' investment needs. Unified under one… more
- Humana (Orange Park, FL)
- …local territory (Clay County)** **Preferred Qualifications** + Active Florida Life and Variable Annuity Insurance license + Associate's or Bachelors' degree + ... services in a field setting. Some of our additional products include: Life, Annuity , Indemnity, Dental, Vision, Prescription, and more. Humana has an inclusive and… more
- Humana (El Paso, TX)
- …within the assigned territory/County** **Preferred Qualifications** + Active Life and Variable Annuity Insurance license + Associate's or Bachelors' degree ... services in a field setting. Some of our additional products include Life, Annuity , Indemnity, Dental, Vision, Prescription, and more. Humana has an inclusive and… more
- Humana (Sarasota, FL)
- …(Sarasota or Manatee County)** **Preferred Qualifications** + Active Florida Life and Variable Annuity Insurance license + Associate's or Bachelors' degree + ... services in a field setting. Some of our additional products include: Life, Annuity , Indemnity, Dental, Vision, Prescription, and more. Humana has an inclusive and… more
- Thrivent Financial (Eldora, IA)
- …information + Answer basic questions for clients + May fill out and sign Variable Life/ Variable Annuity /Mutual Fund/Brokerage applications to the point of ... signature + Show clients how to access their accounts and read statements + Fill out necessary forms for opening or maintaining accounts + Set up and retrieve reports in the portfolio management system + Other responsibilities as assigned by the Lead Advisor… more
- Principal Financial Group (Harrisburg, PA)
- …non-proprietary business activity, including managing agent profiles in internal database, fixed annuity desk, variable agent appointments, and broker of record ... changes. + Provide support to the variable /fixed indexed annuity desk. This may include backup support to the variable /fixed indexed annuity desk,… more
- JPMorgan Chase (Columbus, OH)
- …the FINRA continuing education requirements and the appropriate state Group - 1 Life and Variable Annuity License + Ability to act as an innovative thinker able ... to drive future engagement with clients to provide an exceptional experience + Ability to create a climate in which people want to do their best by motivating and empowering others by inviting input from each person and sharing ownership and visibility +… more
- Edward Jones (St. Louis, MO)
- …to apply. * Insurance license may be required in the future (life, health and variable annuity ) * 5+ years of securities industry experience as a Financial ... Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred. * Bachelor's degree in a business-related field is strongly preferred *… more
- Raymond James Financial, Inc. (Owosso, MI)
- …or grandfathering cannot be applied. * Series 7 & 66 required. * Life, Health and Variable Annuity or ability to obtain within 6 months from start of program. ... **Job:** Financial Advisor Trainee Program **Primary Location:** US-MI-Owosso-Owosso **Organization** Northern **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 10 % of the Time **Req ID:** 2403194 more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …them within four (4) months from the start of the program. * Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start ... of the program. **Job:** Financial Advisor Trainee Program **Primary Location:** US-CA-Walnut Creek-Walnut Creek **Organization** Western **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 10 % of the Time **Req ID:** 2403191 more
- Equitable (New York, NY)
- …+ FSA designation + 3 years relevant experience ideally within Hedging, Variable Annuity products, Model Development, Quantitative Research or related function ... + Hands on experience with coding - ideally utilizing C/C , Python and/or MATLAB + Established analytical and technical skills + Demonstration of high intellectual capacity and curiosity; strong work ethic (takes ownership), self-starter and quick-study… more
- Raymond James Financial, Inc. (Palm Beach, FL)
- …Series 63 & 65, or 66 as required by state. * Life, Health, and Variable Annuity Insurance Licenses. * NFA Commodities License required if any commodities ... trading is done at the branch. **Job:** Administrative & Support Services **Primary Location:** US-FL-Palm Beach-Palm Beach **Organization** Eastern **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 20 % of the Time **Req ID:** 2402053 more
- Fifth Third Bank, NA (Evansville, IN)
- …insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required. + Motivated by commission sales, recognition ... programs, and internal sales competition among co-workers. + Ability to motivate others in a team environment. + Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes. + Demonstrated… more
- Fifth Third Bank, NA (Fairfield, OH)
- …and 65), appropriate state required Life insurance, Health, Long Term Care, and Variable Annuity . + Motivated by commission sales, recognition programs, and ... internal sales competition among co-workers. + Ability to motivate others in a team environment. + Ability to transfer knowledge through highly developed coaching and teaching skills -can relay complex products and processes. + Demonstrated ability to simplify… more
- Equitable (Charlotte, NC)
- …tools. **Insurance Products** : Ability to apply the knowledge of Life Insurance and Variable Annuity products and develops an evaluation system to assess key ... business line performance. Knowledge of valuation and modeling practices and requirements and how profitability of our life products is reflected in our financial statements and results. **Insurance Finance and Actuarial Concepts** : Provides recommendations… more