- Everence (Goshen, IN)
- …to client and internal phone calls and emails regarding annuity plans.Maintain current operating and administrative systems, procedures, and forms.Keep ... administrative forms, Manual, and form letters current.Complete other projects as the VP of Financial Services Operations assigns. QUALIFICATIONSEducation: High school diploma or equivalentExperience: At least two years' administrative support experience;… more
- Rose International (Columbus, OH)
- …product. * Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cashouts. * Requests additional information when ... necessary. * Compiles management information such as contract and sold case activity as needed by internal management. * Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies through oral and… more
- Rose International (Richmond, VA)
- …brokerage operations experience * Good written and oral communication to commute with annuity carriers and advisors * Attention to detail is a must have. ... Responsibilities: * Annuity processing functions to include rep changes * Broker...received processor is responsible for executing change with respective annuity carriers * Execution id performed through email, faxes,… more
- Everence (Goshen, IN)
- …retirement payments, correspondence, tax reporting).Provide leadership to Everence annuity product strategy, operations, and sales.Coordinate the onboarding of ... new ERS plans, facilitate communication between advisors and third-party providers, and maintain the day-to-day operation of existing ERS plans. Develop and maintain expertise in annuities and ERS products to assist clients and Everence consultants in… more
- Globe Life Inc. (Mckinney, TX)
- …Spark, Presto, Hive will be a plus.Prior domain experience of Life Insurance, Annuity or Financial Services is a plus.Knowledge of AWS Machine Learning Offerings ... will be a plusExperience with any Data Visualization tools will be a plusAWS Certifications strongly preferred.Applicable To All Employees of Globe Life Family of Companies:Reliable and predictable attendance of your assigned shift.Ability to work full time… more
- Globe Life Inc. (Mckinney, TX)
- …Spark, Presto, Hive will be a plus. Prior domain experience of Life Insurance, Annuity or Financial Services is a plus. Knowledge of AWS Machine Learning Offerings ... will be a plus Experience with any Data Visualization tools will be a plus AWS Certifications strongly preferred. Applicable To All Employees of Globe Life Family of Companies: Reliable and predictable attendance of your assigned shift. Ability to work full… more
- Globe Life Inc. (Mckinney, TX)
- …in AWS (MWAA) will be a plus Prior domain experience of Life Insurance, Annuity or Financial Services is a plus AWS Certifications are considered a strong plus ... Excellent verbal and written communication skills. Ability to work independently and as part of team. more
- Globe Life Inc. (Mckinney, TX)
- …field, or equivalent work experience.* Insurance industry experience in life, health and annuity a plus.* Minimal travel required. Would be on an as needed basis. ... Be inspired by your leaders, encouraged, and cheered on by your teammates to excel and be supported in your career while working with us. We offer a competitive salary with a great benefits package, including 401(K) match, medical, dental, and vision health… more
- Globe Life Inc. (Mckinney, TX)
- …Spark, Presto, Hive will be a plus Prior domain experience of Life Insurance, Annuity or Financial Services is a plus AWS Certifications are considered a strong plus ... Excellent verbal and written communication skills. Ability to work independently and as part of team. more
- SNI Technology (North Las Vegas, NV)
- …in Las Vegas Area) Our client specializes in purchasing structured settlement and annuity payments. They are experiencing rapid growth and are expanding their remote ... sales team with a new satellite office in Las Vegas, NV.As an Account Executive, you will play a vital role in assisting individuals seeking immediate cash by offering liquidity options for their structured settlements, annuities, and investment annuities.… more
- Equitable (Charlotte, NC)
- Annuity Model Development Senior Actuary - 100% Remote Eligible ( 240000BB ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... setting, regulatory monitoring and advocacy, governance and financial reporting. The Annuity Model Development Senior Actuary supports the timely and controlled… more
- Truist (Richmond, VA)
- …Reporting to the Managing Director of Brokerage Products, the Annuity and Insurance Manager is responsible for product strategy, development/selection, ... and execution of annuity and insurance solutions for clients within Truist Wealth....+ Lead product strategy, development and execution for the annuity platform in support of over 1,000 advisors that… more
- Lincoln Financial Group (Fort Wayne, IN)
- …opportunity. **Requisition #:** 73200 **The Role at a Glance** The Actuary, Annuity /RPS Strategic Modeling, will play an integral role focused on developing ... directly impact capital management and business strategy in the Annuity and Retirement Plan Services space. + Gain a...+ Evaluate and assess impact of regulatory changes on annuity valuation and modeling. + Collaborate with Valuation and… 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...+ At least 6 months of Life Insurance and/or Annuity Service experience + Bachelor's degree in Accounting, Finance,… more
- USAA (Phoenix, AZ)
- …**Life Actuary Senior** owns the regular pricing of fixed deferred and immediate annuity products as well as fixed indexed annuities, deferred income annuities and ... of Actuaries) Designation + 3 or more years of Annuity Pricing Experience + Experience with Moody's Analytics AXISTM...processes using VBA or other Software. + Fixed Index Annuity experience a plus The above description reflects the… more
- Equitable (Charlotte, NC)
- EDL - PSA Sales Desk ( Annuity Internal Sales Trainee) ( 230000R8 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : ... fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales. PSA candidates are enrolled into a 6 week training… 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 responsible for ... assisting agents throughout the entire sales process. To be successful, you must have a can-do attitude, think outside the box, be quick on your feet when you are thrown a curve ball and have a strong affinity for creating an excellent customer service… more
- DXC Technology (Nashville, TN)
- …Designer + Understands insurance products supported in PerformancePlus (Life, UL, Annuity , Health, Variable Products) + Knowledge in disparate distribution Channels ... (Brokers, Banks, Agencies, Wire houses, etc.) + Formulate and define system scope and objectives based on user needs and a good understanding of information technology, business processes, and industry requirements + Develop and diagram business processes of… more
- Idaho Division of Human Resources (Boise, ID)
- …Department of Insurance Opportunity Are you an experienced life insurance and annuity professional looking to serve the public by answering questions and ... investigating complaints regarding life insurance and annuity contracts? The Idaho Department of Insurance (DOI) (https://doi.idaho.gov/) is seeking a Consumer… more
- Health Advocates Network (Harrisburg, PA)
- …Pennsylvania State Board of Medicine. Must be able to review disability annuity applications and attendant medical records and other documentation, testify, consult ... Any recommendation not to approve an application or to continue a disability annuity shall include a written explanation of the reason for such recommendation. Must… more
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