- Everence (Goshen, IN)
- …form 5500 for several small employer plans. Remit tax withholdings for annuities and prepare reporting with tax authorities.Perform other tax accounting services as ... necessary. QUALIFICATIONSEducation: BS or BA in Accounting or Business, or equivalent experienceExperience: One year of accounting experience is required, with an emphasis on tax accountingPrior tax experience in public accounting or with a financial services… more
- Everence (Goshen, IN)
- …needed in actuarial analysis related to rating and reserving of Everence's Annuity , Life and Senior Health product linesWork aggressively toward gaining professional ... actuarial status by preparing for actuarial exams. QUALIFICATIONS Education: A bachelor's degree in mathematics, actuarial science, business, computer science, finance or related field, including a background in calculus, algebra, probability, and… more
- Globe Life Inc. (Mckinney, TX)
- …Spark, Presto, Hive will be a plus. Prior domain experience of Life Insurance, Annuity or Financial Services is a plus. Knowledge of AWS Machine Learning Offerings ... will be a plus Experience with any Data Visualization tools will be a plus AWS Certifications strongly preferred. Applicable To All Employees of Globe Life Family of Companies: Reliable and predictable attendance of your assigned shift. Ability to work full… more
- Globe Life Inc. (Mckinney, TX)
- …agile certifications a plus.Insurance industry experience in life, health and annuity a plus.Ability to demonstrate the agile mindset, values, principles, and ... practices and how to excel on a high performing agile team.Ability to generate new ideas and apply them to resolving complex business and technical problems.Critical thinking skills, including the ability to identify risks, confidently make decisions, and… more
- Globe Life Inc. (Mckinney, TX)
- …Spark, Presto, Hive will be a plus Prior domain experience of Life Insurance, Annuity or Financial Services is a plus AWS Certifications are considered a strong plus ... Excellent verbal and written communication skills. Ability to work independently and as part of team. more
- Globe Life Inc. (Mckinney, TX)
- …in AWS (MWAA) will be a plus Prior domain experience of Life Insurance, Annuity or Financial Services is a plus AWS Certifications are considered a strong plus ... Excellent verbal and written communication skills. Ability to work independently and as part of team. more
- Globe Life Inc. (Mckinney, TX)
- …Spark, Presto, Hive will be a plus.Prior domain experience of Life Insurance, Annuity or Financial Services is a plus.Knowledge of AWS Machine Learning Offerings ... will be a plusExperience with any Data Visualization tools will be a plusAWS Certifications strongly preferred.Applicable To All Employees of Globe Life Family of Companies:Reliable and predictable attendance of your assigned shift.Ability to work full time… more
- Globe Life Inc. (Mckinney, TX)
- …agile certifications a plus. Insurance industry experience in life, health and annuity a plus. Ability to demonstrate the agile mindset, values, principles, and ... practices and how to excel on a high performing agile team. Ability to generate new ideas and apply them to resolving complex business and technical problems. Critical thinking skills, including the ability to identify risks, confidently make decisions, and… more
- Staffing Now (Delray Beach, FL)
- …you'll be responsible for identifying interested customers with structured settlements or annuities , guiding them through the process of liquidating or selling these ... payments, negotiating terms, and managing transactions. Key Responsibilities: Cultivate relationships with structured settlement recipients to acquire future payment streamsConduct outbound cold calls, showcasing our financial solutions to convert prospects… more
- UNION Savings BANK (Mount Morris, IL)
- …reviews of accounts, including reviews of special assets, including real estate, annuities , promissory notes, sundry assets, and life insurance. Work with Trust ... Officers & clients to establish an appropriate investment objective, articulate the tailored investment strategy and recommendations, and fully explain account performance. Effectively utilize all available systems, tools, and resources to efficiently execute… more
- Blanchard Valley Health System (Findlay, OH)
- …attainment of education - eg capitalization of construction interest, gift annuities , partnerships/joint ventures with other providers or physicians, capital vs. ... operating leases, debt financing, purchase accounting, general taxation issues. Duty 9: Maintains an appropriate working knowledge of Generally Accepted Accounting Principles (GAAP) as it relates to BVHS's financial activities. Duty 10: Identifies… more
- Edward Jones (St. Louis, MO)
- …supervisory related experience is strongly preferred + Extensive knowledge of various annuity products including variable annuities , fixed annuities , equity ... which are centralized in the St. Louis and Tempe home offices. Annuity Field Supervision Directors (FSD) are registered principals with supervisory responsibility… more
- Morgan Stanley (New York, NY)
- …is currently seeking candidates for a Risk Principal position to join the Annuities and Insurance Central Review Unit (AICRU). In this capacity, the Risk ... and know your client (KYC) appropriateness reviews of all proposed annuities new business transactions, replacement transactions, and required documentation * Verify… more
- USAA (Phoenix, AZ)
- …dedicated **Life Actuary Senior** owns the regular pricing of fixed deferred and immediate annuity products as well as fixed indexed annuities , deferred income ... annuities and structured settlement annuities . The role involves working strategically with Product management,...of Actuaries) Designation + 3 or more years of Annuity Pricing Experience + Experience with Moody's Analytics AXISTM… 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....management experience + Minimum 10 years of experience with annuities and insurance + FINRA Registrations 7, 24 and… 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 ... projects that directly impact capital management and business strategy in the Annuity and Retirement Plan Services space. + Gain a thorough understanding of… 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 ... Provide advanced case design support. + Work with External Annuity Wholesalers and 3rd party accounts to identify new...industry related topics. + Knowledge of and experience with annuities - minimum 3 years of wholesaling experience. +… 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
- Capco, a Wipro Company (Charlotte, NC)
- …to deliver on projects focused in insurance and financial services, ie life, retirement, annuity , & employee benefits, You will also lead a top notch team in our ... years of professional experience in the insurance industry with a focus on life, annuities , retirement, worksite / group benefits in North America + 2+ years of… more
- Bank of America (Pennington, NJ)
- Annuities /Life Insurance Supervision Principal-IV Charlotte, North Carolina;Dallas, Texas; Pennington, New Jersey; Jacksonville, Florida **Job Description:** ** ... Annuities /Life Insurance Supervision Principal IV** **Job Description** Merrill Wealth...reviews of transactions in certain complex products such as annuities , life insurance, mutual funds, and others as needed… more
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