- Morgan Stanley (New York, NY)
- …and their riders, benefits, and features * Prior Risk, Compliance, Audit or Sales experience in Annuities and Life Insurance and/or branch supervision * ... is currently seeking candidates for a Risk Principal position to join the Annuities and Insurance Central Review Unit (AICRU). In this capacity, the Risk… 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....in AUM Broker/Dealer. + Develop and implement a proactive sales & marketing strategy designed to increase product adoption… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the ... individual retirement accounts, and investment products , including mutual funds, annuities , stable value solutions, as well as investment management services. What… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the ... individual retirement accounts, and investment products , including mutual funds, annuities , stable value solutions, as well as investment management services. What… more
- Lincoln Financial Group (Radnor, PA)
- …#:** 73197 **The Role at a Glance** As the Financial Services Sales Representative, you will build and maintain business relationships with advisors who ... order to meet or exceed established individual and team sales goals and help the advisor provide the right...doing** + Developing and maintaining an understanding of the Annuities products, services, and operational structure to enhance ability… more
- Guardian Life (Pittsfield, MA)
- …Wholesaler to build and manage relationships within territory. + Proactively follow up on annuity illustrations and large cases. + Initiate sales calls daily to ... with the Regional Brokerage Directors to develop and grow sales as supported by the business plans. This individual...Provide advanced case design support. + Work with External Annuity Wholesalers and 3rd party accounts to identify new… 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
- 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...Williams, BI is making significant investments in talent, operations, sales and marketing capabilities, and digital platforms in order… more
- Equitable (Charlotte, NC)
- Sales Process Manager- Annuities Team ( 240000D6 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time ... collateral, seminar invites, product marketing material, campaigns, brochures, and sales kits. + Responsible for maintaining relationships with third party… 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...Routinely interacts within a team environment to identify potential sales practice concerns, initiate escalations, and consult on problematic… more
- Aegon Asset Management (CT)
- Job Family Regional / Field Sales About Us At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We ... individual retirement accounts, and investment products , including mutual funds, annuities , stable value solutions, as well as investment management services. What… more
- USAA (Phoenix, AZ)
- …part of what makes us so special! **The Opportunity** As a dedicated Life, Annuity , and Health Service Specialist, you will support company goals to become the ... and fulfills member service requests for all life policy, annuity and health policy changes through various member contact...Up to 1 year of relevant customer service or sales experience. + Experience multi-tasking within a Windows operating… more
- Equitable (Charlotte, NC)
- Premier Operations Associate- Annuities Team ( 24000083 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time ... to our top advisors to help provide a better sales and service experience. + And will help alleviate...help alleviate pressure from service center and allow our sales team to focus on new opportunities. The base… more
- Lincoln Financial Group (Radnor, PA)
- …responsible for the model development, implementation, and analysis within the annuity hedge programs. The Senior Quantitative Derivatives Associate will be involved ... analytics that support hedging, pricing and valuation for the annuity business. The role will connect the work of...reporting on key risks for both variable and indexed annuities . **What you'll be doing** **Technical Knowledge** + Performs… more
- Banco Popular Puerto Rico (San Juan, PR)
- …A Technical Assistant process annuity applications and updates client files. Support annuity and life insurance producers on their sales , service and end ... PS annuity sale and overall transactions of annuity contracts. + Supports all sales producers...than one (1) year of experience and/or knowledge in annuities /insurance products, preferred. Other Qualifications + Positive attitude and… more
- S&P Global (IL)
- …work collaboratively within and among S&P DJI teams to cultivate relationships and drive sales across the US Life & Annuity market. Own important revenue growth ... The North American Client Coverage Team is responsible for sales and licensing of intellectual property and index data...and portfolio of clients spanning the US Life and Annuity market. You report to the Head of Insurance… more
- M&T Bank (Syracuse, NY)
- **Overview:** Provides administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region. **Primary ... prospective clients to support follow-up activities with required servicing. + Support sales process by participating in preparing, planning and executing sales… more
- Equitable (Charlotte, NC)
- …required to complete calls in queue post-5:00 PM ET + Retain Equitable's annuity contract holders through handling inbound calls looking to transfer their contract ... advisors + This position is highly customer centric; evidence of telephonic sales , face-to-face sales , and/or customer service experience is highly desirable… more
- Humana (North Miami, FL)
- …you passionate about the Medicare population, looking for an opportunity to work in sales , and wanting the ability to directly impact your own income potential? Do ... our team. Do you have 2+ years of Medicare Sales experience in the **field** ? If so, you...field setting. Some of our additional products include: Life, Annuity , Indemnity, Dental, Vision, Prescription, and more. Humana has… more