- NYL - Matthews (Charlotte, NC)
- …our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency , ensuring that the solutions you develop with the clients ... properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency , and a New York Life company. Wealth… 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 ... customer service experience. About Brokers International As The Original Agency Builder since 1983 (TM) , Brokers International is...of education and experience. + One year of phone sales experience + Iowa Insurance license required… more
- TD Bank (Middle Village, NY)
- …the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales , including for qualified accounts in accordance ... financial needs + Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral opportunities to TD… 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
- Fifth Third Bank, NA (MO)
- …required. Variable Annuity license is required. + Motivated by commission sales , recognition programs, and internal sales competition among co-workers. + ... of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve...66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and… more
- Guardian Life (New York, NY)
- …candidate will have the ability to build positive relationships with both the local agency management team and our field reps while also working in a high-volume, ... not limited to, brokerage accounts at account opening and annuity purchases + Consistently enforce compliance policies and guidelines...is appropriate to do so + Work closely with agency management and field reps by establishing and maintaining… more
