- Guardian Life (Columbus, OH)
- …etc.). + Thorough knowledge of Broker/Dealer products including; Advisory platforms, Mutual Funds , Variable Annuities, Fixed and Index Annuities, Stocks, ... and diversify their practices, clients, and income streams. The Annuity Specialist is an integral part of Park Avenue...appropriate weblinks for such, etc. + Manage and develop sales territory with WMC and AWMC to drive growth… more
- Aegon Asset Management (Denver, CO)
- …Regional Vice Presidents (RVP) with a common goal of increasing company's share of mutual funds , annuity , and insurance marketplace as well as visibility ... Job Family Internal Sales About Us At Transamerica, hard work, innovative...and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This… more
- Lincoln Financial Group (Radnor, PA)
- …statutory capital, GAAP accounting of VA, FIA and RILA annuities, hedging strategies and mutual funds + Recent annuity hedging program experience strongly ... and solutions to manage embedded market risks within Lincoln's annuity and life insurance products. + Contribute to continued...value of the in-force and supports sustainable growth. + Fund Strategy and Analytics: Perform the funds … more
- Huntington National Bank (Mentor, OH)
- …fixed, indexed and variable annuities, marked linked certificates of deposit, mutual funds and individual securities. Escalates and remediates identified ... issues with Advisors and Sales Management. Reviews and accepts accounts on behalf of...SEC, DOL, etc.) including brokerage accounts, 529 plans, direct mutual fund applications, insurance and managed accounts.… more
- Jackson National Life Insurance Company (Nashville, TN)
- …**5+ years of sales experience in investments, mutual funds , insurance or annuities preferred.** **Prior annuity or investment external wholesaling ... + Meet activity requirements. **Qualifications** **Bachelor's Degree required.** **3+ years of sales experience in investments, mutual funds , insurance or… more
- Manulife (Boston, MA)
- …401(k) products as well as John Hancock's IRA product offerings, which include the JH Mutual Fund IRA, JH Managed IRA and JH Guaranteed Income for Life Variable ... Annuity IRA (GIFL). The RC also needs to display...John Hancock's IRA product offerings, which includes the JH Mutual Fund IRA, JH Managed IRA and… more
- Charles Schwab (Lone Tree, CO)
- …not limited to treasuries, municipal and corporate bonds, separately managed accounts, fixed income mutual funds and ETFs. **What you have** + A valid and active ... of clients through our Wealth Strategies, Fixed Income and Annuity teams. Fixed Income Specialists, within Income and Wealth...key partners, focusing their efforts on education, advice, and sales . Typical client needs in the fixed income markets… more
- Truist (Raleigh, NC)
- …transactions for our Financial Advisors including but not limited to securities, mutual funds , UITs, Structured Products and Annuities. The Regional Supervisor ... supervisory reviews that are performed. + Supervisory responsibility for Annuity Principal Review and Approval.Utilize multiple systems to ensure suitability… more
- Equitable (Woodbridge, NJ)
- …Series 7 and 66 registrations within 240 days of joining. + Knowledge of mutual funds , securities, and insurance industries. + Proficient in Word, Excel, ... four-year college degree is preferred + 1-2 years of sales experience. + You will be required to obtain...Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC. Equal… more