- 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
- JPMorgan Chase (Los Angeles, CA)
- …+ 5 years within financial services as an external wholesaler, or having annuity sales experience + Excellent relationship building experience, written, and ... estates, loans, mortgages, and deposits. As the Western Divisional Annuity Specialist, you will support advisors within JP Morgan's... and retirement industry and be adept at balancing sales and service support for the product. Additionally, the… more
- Raymond James Financial, Inc. (Greenwich, CT)
- …experience, education, and/or training approved by Human Resources * Previous Annuity Field Sales Experience Preferred. **Licenses/Certifications:** * Insurance ... regional wirehouses, financial advisors/brokers and agents to generate required production/ sales revenue from financial products throughout a given territory. Leads… more
- Guardian Life (New York, NY)
- …skill level in MS Office + Education: BA/BS+ or equivalent experience **Preferred** + Annuity product launch/support experience + Sales or sales support ... The Annuity Product Manager will support the Annuity...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- AAA Northern California, Nevada & Utah (Bozeman, MT)
- …and experience + (preferred) + 1+ years experience in Life Insurance and/or Annuity Sales (preferred) + CLU, ChFC and/or LUTCF Designations (preferred) Work ... innovative spirit of our Team Members. This is a full-time, onsite, captive sales role in Bozeman, Montana. Essential Functions + Maximizes life insurance market… more
- Equitable (WI)
- … sales goals. Candidate must be able to identify, create and implement annuity sales opportunities. + The candidate will be responsible for communication with ... excess of 10%. + Educate and train advisors on Annuity products. + Champion for headquarters marketing campaigns at...new relationships. Responsible for territory management. + Utilize internal sales desk for enhanced customer service. + Follow up… more
- Equitable (Charlotte, NC)
- …in making sales pitches to client + Interpreting and explaining annuity hypotheticals/illustrations + Making pro-active phone calls to generate sales + ... 2025 Summer Intern - Individual Retirement Sales Desk ( 240000GW ) **Primary Location** :...ad-hoc projects related to the sales of annuity products **Internship Details** Dates: June 2025 to August… 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 in verifying document and suitability completion and accuracy.… more
- USAA (Plano, TX)
- …military service or a military spouse/domestic partner. + 3+ years of direct Annuity Sales Experience + Experience working in an Inbound/Outbound Call Center ... to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). + Familiar with the… more
- Guardian Life (Holmdel, NJ)
- Guardian is seeking an experienced and motivated Actuary to join Guardian's Annuity Pricing Team. The successful candidate will play a crucial role in the pricing, ... reporting for both existing and new individual and group annuity products. This position requires a highly analytical and...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- Guardian Life (New York, NY)
- …product and program launch strategies, updates, and maintenance communications to support sales activity and consumer engagement. + Support annuity wholesalers ... Our Head of Annuity Marketing will lead marketing strategy and support...**Success measures:** + Use KPIs relating to product launches, sales campaigns, and materials to direct existing and future… more
- JPMorgan Chase (Jersey City, NJ)
- …product and sales partners. + Oversee the Life Insurance and Annuity internal intranet pages to ensure product content, resources, and marketing materials are ... peace of mind in retirement. Job Summary: As an Annuity and Life Insurance - Marketing Manager - Vice...role. Job Responsibilities: + Work with partners, marketing colleagues, sales teams, and management teams across channels to plan,… more
- Lincoln Financial Group (Columbus, OH)
- …73939 **The Role at a Glance** We're excited to bring on an Actuary, Annuity Model Development, to play an integral role focused on developing industry-leading model ... quarterly model enhancements and collaborate with the rest of the Annuity Model Development team to implement model enhancements appropriately and efficiently… more
- Guardian Life (Bethlehem, PA)
- The Guardian Insurance & Annuity Company's (GIAC) New Business team is seeking a dynamic and knowledgeable individual to join our team as an ** Annuity Operations ... matter expert on annuities, demonstrating a comprehensive understanding of various annuity products, features, and regulations. Provide mentorship and support to our… more
- Lincoln Financial Group (Radnor, PA)
- …Lincoln Financial Group has an exciting role open for an Associate Actuary, Annuity Valuation where you will join the valuation production team for indexed, fixed, ... with key business partners. You will play an integral role in providing annuity reserving and support key business objectives. **What you'll be doing** What you'll… more
- Lincoln Financial Group (Columbus, OH)
- …#:** 73934 **The Role at a Glance** As an Actuary of the Annuity Inforce Model Governance and Stewardship team, you will perform comprehensive reviews of ... various models used in the Annuity business unit for purposes of valuation, projections, pricing,...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… 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
- Ricoh Americas Corporation (Atlanta, GA)
- …industry service & operations business model, RICOH technology and RICOH's detailed sales reporting & analytics to identify, validate and quantify lost part and ... (VOC) to identify opportunities that create a RICOH advantage and improve sales results. Identify aftermarket marketing and business support deliverables that create… more
- Robert Half Finance & Accounting (The Woodlands, TX)
- …escalated customer service issues or conflicts Make use of extensive knowledge of annuity and life insurance to drive sales and profitability Leverage ... Manager who can utilize their extensive experience in the annuity and life insurance industry to drive our company's...with at least 5+ years of experience in the annuity and/or life insurance industry At least 5+ years… more
- Robert Half Finance & Accounting (Goshen, IN)
- …maturities, retirement payments, and tax reporting. * Provide leadership in the annuity product strategy, operations, and sales . * Facilitate the onboarding ... of new retirement service plans and maintain the operation of existing plans. * Develop expertise in annuities and retirement service products to assist clients and consultants in establishing accounts, completing enrollment materials, and maintaining… more
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