- Raymond James Financial, Inc. (St. Petersburg, FL)
- …wealth management with their clients. **Job Summary** As a Summer Associate in Annuity Distribution, you will support all three levels of our team: annuity ... You will be highly engaged in daily activities such as conducting annuity reviews, creating illustrations and marketing materials, and preparing annuity … more
- Charles Schwab (Lone Tree, CO)
- **Your opportunity** As a Regional Annuity Specialist within Charles Schwab's Income & Wealth Solutions Group, you will serve as a key resource for financial ... consultants, providing specialized knowledge and expertise on annuity products and solutions. Your role is to help...Support: + Act as a subject matter expert on annuity products, including fixed, variable, and indexed annuities, and… more
- Robert Half Technology (Des Moines, IA)
- Description Business Analyst - Annuity /IMO Industry Expert Drive Business Innovation in Financial Services Awesome company! ONE DAY A WEEK ONSITE ONLY Are you a ... dynamic Business Analyst with deep annuity expertise and a passion for transforming the way...Apply Your Expertise: Draw on your hands-on experience in annuity distribution models (IMO/Direct) and the new business process… more
- MetLife (New York, NY)
- The Retirement & Income Solutions (RIS) Annuity business is seeking an Associate Actuary. Retirement and Income Solutions (RIS) provides guaranteed income to ... MetLife, has a wide variety of risk solutions, investment and annuity -type products, including US Pensions, Structured Settlements and Institutional Income Annuities… more
- Guardian Life (Pittsfield, MA)
- …want to be part of a collaborative team shaping the future of Guardian's annuity product strategy? Are you a strategic thinker who thrives on solving complex ... resonate with you, Guardian is seeking a Head of Annuity Product Management - FIA and RILA to lead...RILA to lead the development and execution of our annuity product strategy, drive innovation, and deliver long-term business… more
- HUB International (Providence, RI)
- …BSMG seeks to be the largest and National differential boutique in the life and annuity distribution space. We believe that acting as a fiduciary to the Advisor and ... and Worksite Health Award (superior rating). **Job Description:** The Annuity Sales VP will manage a group of producers...mastering the delivery of our unique value propositions. The Annuity Sales VP is paired with an Internal Wholesaler… more
- Regions Bank (Hoover, AL)
- …the careers section of the system. **Job Description:** At Regions, the Annuity Suitability Review Analyst reviews submitted contracts for placement to insurance ... and accepts or denies requests. **Primary Responsibilities** + Reviews insurance and annuity contracts sold by licensed bankers, related to age, time horizon, income… more
- IBM (Dallas, TX)
- …complex business challenges. This is a summer 2026 position. As a Subscription and Annuity Representative intern your mission is to protect the install base of your ... and services. **Your role and responsibilities** Your mission as a Subscription & Annuity Representative intern is to expand your skills in learning how to protect… more
- USAA (San Antonio, TX)
- …of analysts responsible for Analytics, Reporting, Dashboarding and Data Ad hoc for the Annuity and Health lines of business. This leader will work closely with our ... Decision Science Analysts and Business Intelligence Analysts + Working knowledge of Annuity and Health products + Knowledge of data and analytical capabilities… 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 can-do attitude, think outside the box, be quick on your feet when you are thrown a curve ball and have a strong affinity for creating an excellent customer service… more
- Guardian Life (New York, NY)
- …to build and manage relationships within territory. + Proactively follow up on annuity illustrations and large cases. + Initiate sales calls daily to strengthen ... sales support. + Provide advanced case design support. + Work with External Annuity Wholesalers and 3rd party accounts to identify new sales opportunities across… more
- DXC Technology (Nashville, TN)
- …Job Functions:** * Lead process improvement initiatives in **Life & Annuity Insurance industry** , and manage daily operations,focusing on achieving efficiency ... education and experience * Typically, 8+ years of relevant work experience in Life & Annuity Insurance industry, with a minimum of 3+ years in a similar role *… more
- DXC Technology (Nashville, TN)
- …our customers and colleagues at DXC.com. **Essential Job Functions:** **Life & Annuity Contact Center Operations Manager** + Oversees the day-to-day operations of ... degree in business management, computer science or related field preferred + Life & Annuity or financial industry strong expertise + Nine or more years of customer… more
- Equitable (Charlotte, NC)
- EDL - PSA Sales Desk ( Annuity Internal Sales Trainee) ( 250000LB ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : ... fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales. PSA candidates are enrolled into a 6 week training… more
- DXC Technology (Plano, TX)
- **Job Description:** **Demo Specialist - Life & Annuity Insurance Industry Software and Agentic AI** **About the Role** We're looking for a stand-out Insurance ... software, Cloud, SaaS, and Agentic AI Demo Specialist-someone who pairs deep life insurance technology expertise with a passion for the transformational power of agentic AI. In this role, you'll help insurers imagine the future: smarter underwriting, automated… more
- NTT DATA North America (Montpelier, VT)
- …apply now. We are currently seeking a Sr. IT Project Manager (Life & Annuity ) - Onsite Hybrid to join our team in Montpelier, Vermont (US-VT), United States ... (US). **Job Responsibilities Include:** + Leading, supporting, and coaching teams to deliver large and complex project(s) and/or program(s) that span across one or more business units + Drive overall delivery execution; manage resources, schedules, financials… more
- DXC Technology (Nashville, TN)
- …+ High School Diploma completed + 2+ years of relevant **Life and Annuity insurance policy** experience are mandatory + Business and analytical critical thinking ... skills are required + Great communication skills and exceptional typing and documenting skills + Ability to work independently + Ability to follow oral and written directions + Microsoft Office and MS Teams work experience + Inbound/outbound customer service… more
- DXC Technology (Plano, TX)
- …DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring ... security and scalability across public, private and hybrid clouds. The world's largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and… more
- Raymond James Financial, Inc. (Troy, MI)
- …+ Support branch operations by managing advisor transitions, account updates, and documentation. + Process new business applications and handle money movement ... requests in accordance with compliance standards. + Assist advisors by execute trades and process account activity. + Respond to advisor and client inquiries via phone and email, ensuring timely and accurate follow-up. + Monitor and manage shared team email… more
- TD Bank (Portland, ME)
- …customer financial needs + Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral opportunities to TD ... + Meets the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales, including for qualified accounts in accordance and… more
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