- DXC Technology (Des Moines, IA)
- …a personalized relationship with our client + Discuss all aspects of the annuity business by answering questions pertaining to multiple markets and product ... advisors, clients, and beneficiaries. + Cross-trains across franchises in New Business , Post Issue and Death Claims...Annuity Industry + Strong communication skills + Phone support and customer service experience + Ability to work… more
- Thrivent Financial (Appleton, WI)
- …Process cases utilizing various workflow, administrative, and LOB (Line of Business ) systems accurately and cost-effectively and in compliance with internal service ... of the request. Determine if case should be routed/handed off to other business resource based upon the complexity of the request. + Contact the appropriate… more
- JPMorgan Chase (New York, NY)
- … the Product Owners for implementation and product roll-out of Life Insurance and Annuity business across Lines of Business . Through partnership with the ... income, alternatives, multi-asset and money market funds. For individual investors, the business also provides annuity and life insurance, brokerage and banking… more
- Guardian Life (Columbus, OH)
- … Annuity opportunities), pre and post Wealth Management Consultant (WMC/AWMC) agency visit support , and deliver Annuity training to groups of FRs (and agency ... Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and...and diversify their practices, clients, and income streams. The Annuity Specialist is an integral part of Park Avenue… more
- Guardian Life (New York, NY)
- The Annuity Product Manager will support the Annuity... Annuity Rate Setting** + Assist with loading of New Business FIA, RILA, SPIA, DIA, and SPDA ... skill level in MS Office + Education: BA/BS+ or equivalent experience **Preferred** + Annuity product launch/ support experience + Sales or sales support … more
- JPMorgan Chase (Jersey City, NJ)
- …financial health and achieve peace of mind in retirement. Job Summary: As an Annuity and Life Insurance - Marketing Manager - Vice President within the Wealth ... will play a pivotal role in promoting the growth and awareness of our annuity and insurance offerings across our wealth management channels. You will ensure that… more
- MetLife (New York, NY)
- …abide by RIS recordkeeping requirements. * Develop and issue forms for highly complex annuity contracts to support new and existing annuities products within ... Role Value Proposition This role is primarily responsible for ensuring annuity contracts accurately capture MetLife's promises to its customers, reflect business … more
- Insight Global (Cincinnati, OH)
- …The Annuity Call Center Representative plays a significant role within the Annuity business unit for the client, and the Call Center Representative will ... as the primary point of contact for providing reactive annuity product support for clients and financial...skills Call center experience OR proven ability to learn new concepts whether through recent studying experience or another… more
- Brokers International (Urbandale, IA)
- …throughout the sales cycle until they are paid - including licensing, contracting and new business assistance. + Partner with internal business partners to ... We are currently seeking dedicated and driven Annuity Sales Support Consultants to join...us and be part of taking BI on a new journey of accelerated growth and success. What You'll… more
- Equitable (Charlotte, NC)
- …help unlock your potential? About Institutional Markets: Institutional Markets is a new start-up business within Equitable that provides innovative protected ... the design and delivery of innovative product concepts to support the growth of the business . We...Experience with employee benefits, life insurance, mutual fund and annuity product development, analysis and business data… more
- DXC Technology (Springfield, IL)
- **Job Description:** **Essential Job Functions:** * Execute and monitor business process transactions, focusing on accuracy and efficiency. * Contribute to process ... for enhancing process performance. * Analyze and interpret data to support decision-making. * Assist in developing and documenting process guidelines. **Basic… 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 processing of the annuity business . This position requires strong attention...and suitability completion and accuracy. + Informs producers of new applications or supporting documents to keep them up… more
- Athene (IA)
- …research and evaluation of new channels of distribution for Athene's annuity products will be critical. The VP- Business Development, Key Account Manager ... execution (with Distributor and Athene cross-functional teams). + Develop brand new key accounts for Athene, including business development negotiation… more
- Principal Financial Group (Harrisburg, PA)
- …** Business Operations Associate,** you'll be responsible for various functions that support the operational framework of the business . You'll work closely ... the kinds of things you'll do:** + Independently perform support functions related to non-proprietary business activity,...agent appointments, and broker of record changes. + Provide support to the variable/fixed indexed annuity desk.… more
- Principal Financial Group (Sioux Falls, SD)
- **What You'll Do** The ** New Business Consultant** is instrumental to the success of regional sales offices by building partnerships with our financial ... the kinds of things you'll do:** + Provide training to financial professionals for new business protocols and technology fundamentals. + Assist in the onboarding… more
- Lincoln Financial Group (Radnor, PA)
- …our hedging programs, and managing the inforce business and developing new products to support company's sustainable growth. **What you'll be doing** ... hedging strategies and solutions to manage embedded market risks within Lincoln's annuity and life insurance products. + Contribute to continued enhancements of our… more
- DXC Technology (Nashville, TN)
- …and Annuity Operations and the contact center, aligning with business objectives. + Identify and prioritize high-impact initiatives to enhance efficiency, ... **Stakeholder Collaboration and Change Management:** + Partner with Operations, Technology, and Business teams to ensure seamless integration of new technologies… more
- EPAM Systems (Atlanta, GA)
- …exciting opportunity. Req.#588819473 **\#LI-DNI** **Responsibilities** + Lead efforts to generate new business , meeting revenue quotas and targets. This involves ... how these trends impact clients' business strategies and initiatives. Identify new business opportunities and potential areas for expansions + Develop and… more
- EPAM Systems (Philadelphia, PA)
- …exciting opportunity. Req.#588819473 **\#LI-DNI** **Responsibilities** + Lead efforts to generate new business , meeting revenue quotas and targets. This involves ... how these trends impact clients' business strategies and initiatives. Identify new business opportunities and potential areas for expansions + Develop and… more
- JPMorgan Chase (New York, NY)
- …& Insurancewill drive strategic and continuous improvement initiatives for the Annuity and Insurance business across JPM Wealth Management. Responsibilities ... managing implantation of end-to-end user experience, product, and platform improvements for the annuity and insurance business . This will entail partnering with … more