- Guardian Life (Holmdel, NJ)
- …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
- Guardian Life (Holmdel, NJ)
- **2025 Guardian Summer Intern, Annuity Product Management** Our 2025 Internship Program is a paid 10-week learning experience where you will be immersed in the daily ... In addition to salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian, you'll have the support… more
- CRC Insurance Services, Inc. (NC)
- …to time. 1. Prospect, profile and manage existing producers for new and existing insurance sales opportunities; recruit new producers into book of business 2. ... selling skills and product knowledge in areas of life, annuity , long-term care, and disability Understanding of the Underwriting...conceptual selling skills 13. Minimum four years of successful sales experience with life insurance products in… more
- Guardian Life (Bethlehem, PA)
- …a Technical Implementation & QA Specialist to join the Individual Life and Annuity Product, Implementation Team. Working with a team of professionals, you will ... Server Management Studio 17, Postman, NotePad++, ACORD Life & Annuity XML Standards, Excel, Word and Beyond Compare +...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- Guardian Life (Bethlehem, PA)
- …+ Support our Managed Account platform through Envestnet, including model management + Support annuity order entry through Annuity net + Review trades and client ... In addition to salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian, you'll have the support… more
- Aegon Asset Management (Denver, CO)
- …(RVP) with a common goal of increasing company's share of mutual funds, annuity , and insurance marketplace as well as visibility of Transamerica's products ... than 100 years. We're a leading provider of life insurance , retirement, and investment solutions, serving millions of customers...+ Demonstrate excellent listening skills to better assess a representative 's needs and determine the type of sales… more
- Robert Half Office Team (Imperial, PA)
- …portal. * Support the sales team by answering questions about life insurance and annuity product offerings, generating quotes, and guiding customers in ... range of tasks including administrative duties, marketing tasks, caller/visitor interaction, product/ sales support, and program coordination. If you do not have your… more
- Cornell Cooperative Extension (New Baltimore, NY)
- …the Working Conditions; the work environment characteristics described here are representative of those an employee encounters while performing the essential ... a retail setting - ability to maneuver around the sales floor, stockroom, and office, ability to operate point...eligibility, including: + Paid Time Off + NYS Health Insurance Program (including FREE Dental Insurance ) +… more
- Guardian Life (New York, NY)
- …(ie, derivatives, structured securities, and private placements) + Experience with life insurance , annuity products and/or reinsurance is a plus. + Partner ... 10 plus years of investment experience. + Strong Life insurance (STAT & GAAP) background. + CPA or CFA...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- Truist (Houston, TX)
- …time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and ... to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to financial advisors ranging from… more
- Truist (Nashville, TN)
- …time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and ... to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from… more
- Truist (Columbia, MD)
- …time frame required for presentation and answering of questions. 4. Maximize sales opportunities by contacting potential investment clients based on internal and ... to identify existing client, account, and product attributes that present sales potential. 5. Provide operational guidance to Financial Advisors ranging from… more
- The Salvation Army (Hartford, CT)
- …employee) + Supplemental insurance coverage options (Aflac, homeowners, auto, and pet insurance ) + 403(b) tax-deferred annuity plan + Generous paid time off, ... sector. Responsibilities + Serve as a positive and professional representative of The Salvation Army. + Work with Corps...three years of experience working with corporations and/or proven sales experience and success. + High level of comfort… more
- Truist (Richmond, VA)
- …America) **Please review the following job description:** Responsible for supporting ongoing sales efforts of Truist Wealth advisors as it relates to product ... The focus of the position will be on the Annuity & Insurances businesses of Truist Wealth. **Essential Duties...+ Contribute to the design and implementation of the sales and marketing strategy, including face-to-face meetings with Financial… more
- Raymond James Financial, Inc. (Chandler, AZ)
- …63 & 65, or 66 as required by state. * Life, Health, and Variable Annuity Insurance Licenses. * NFA Commodities License required if any commodities trading is ... accounts. * Develops and implements plans to meet office sales goals. * Facilitates sales promotion activities...managed underwritings. * Participates in community affairs as a representative of the firm. * May service clients in… more
- Raymond James Financial, Inc. (Palm Beach, FL)
- …63 & 65, or 66 as required by state. * Life, Health, and Variable Annuity Insurance Licenses. * NFA Commodities License required if any commodities trading is ... daily trading and other office activities. * May facilitate sales promotion activities such as seminars and luncheons/dinner as...underwritings. . * Participates in community affairs as a representative of the firm. * Performs other duties and… more
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