- AAA Northern California, Nevada & Utah (Watsonville, CA)
- …1+ years experience in Life Insurance and/or Annuity Sales (preferred) + CLU , ChFC and/or LUTCF Designations (preferred) Work Environment/Physical Requirements ... Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on… more
- Principal Financial Group (Houston, TX)
- …maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant ( CLU / ChFC ), Certified Financial Planner (CFP) or Chartered Leadership ... Fellow (CLF) designations desired. + Some travel required, including overnight stays (up to 15%). **Licenses and/or exams necessary for this position include:** + Resident state and Non-Resident state Life/Health and Variable Annuity licensing needed for all… more
- Guardian Life (Bethlehem, PA)
- …**You have** + Bachelor's degree or equivalent life insurance business experience + CLU , ChFC , CFP, or other professional designation a plus + Understanding ... of the general agency distribution system + Thorough knowledge of the life insurance industry with emphasis on whole life products, Guardian Life products and the target markets they serve + Experience working in life insurance sales and/or support with sales… more
- Manulife (TN)
- …- within 180 days from your start date. + Professional designations such as CLU , ChFC , CFP, CLTC, LUTCF are a plus. **Preferred Qualifications:** + Strong ... understanding of market dynamics and customer needs. + Excellent communication and interpersonal skills. + Ability to work collaboratively with cross-functional teams. + Demonstrated ability to develop and implement effective sales strategies. + Strong… more
- Principal Financial Group (Des Moines, IA)
- …contributions **Skills That Will Help You Stand Out** + Industry designations (eg CLU , ChFC , CFP, FLMI), or progress towards, preferred **Salary Range ... Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may… more
- Equitable (TN)
- …record in managing profitability * Demonstrated success in leadership roles **Preferred Qualifications** * CLU , ChFC and/or CFP a big plus * FINRA Series 4 ... registration is encouraged * Ability to make sound business and strategic decisions in partnership and conjunction with other leadership within the branch * Broad experience in advance market planning seminar selling, training and sponsored software *… more
- Athene (West Des Moines, IA)
- …LOMA) courses; or are currently working towards an advanced industry designation such as CLU or ChFC . + Effective verbal and written communications required to ... explain products, tools, concepts and processes to a diverse customer base. + Shown success building and fostering relationships to execute and deliver against territory/account growth. + Proven track record of implementing and advancing Advisor segmentation… more
- Principal Financial Group (Elkhorn, NE)
- …maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant ( CLU / ChFC ), Certified Financial Planner (CFP) or Chartered Leadership ... Fellow (CLF) designations desired. + Some travel required, including overnight stays (up to 15%). **Licenses and/or exams necessary for this position include:** + Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and… more
- Manulife (Workman, MN)
- …FINRA Series 6 or 7 and state life and health licenses required. + CLU , ChFC , and/or CFP designations highly desired. + Extensive understanding and knowledge ... of the insurance industry (products/services, related sales concepts, case design, competitive landscape, distribution channels and trends). + Ability to use data/analytics plus creativity to turn challenging insurance needs into business opportunities. +… more
- Manulife (NC)
- …FINRA Series 6 or 7 and state life and health licenses required. + CLU , ChFC , and/or CFP designations highly desired. + Extensive understanding and knowledge ... of the insurance industry (products/services, related sales concepts, case design, competitive landscape, distribution channels and trends). + Ability to use data/analytics plus creativity to turn challenging insurance needs into business opportunities. +… more
- Guardian Life (New York, NY)
- …obtain the Series 6 within 1 year + Professional Designations a big plus (LUTCF, CLU , ChFC , CFP, FLMI) **Salary Range:** $60,000 - $67,500 The salary range ... reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to… more
- Guardian Life (Austin, TX)
- …**You have** + Juris Doctor (JD) law degree required + CPA preferred + CFP/ CLU / ChFC preferred + Expert knowledge of tax planning, exit planning, business ... succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and advanced markets concepts… more
- Navy Federal Credit Union (Cherry Hill, NJ)
- …of financial data Desired Qualifications + In pursuit of designations eg, CFP, ChFC , CLU + Advanced knowledge of Navy Federal's functions, philosophy, ... operations, and organizational objectives + Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 200 Lake Drive East, Suite 100,… more
- M&T Bank (Buffalo, NY)
- …Planning, Managed Accounts, or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial ... Consultant) designation M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 (USD). The successful candidate's particular combination of knowledge, skills, and… more
- M&T Bank (Danvers, MA)
- …Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial ... Consultant) designation M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $72,200.00 - $120,300.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and… more
- Thrivent Financial (Minneapolis, MN)
- …180 days of hire/transfer. + Progress towards an advanced industry designation such as CFA, ChFC , CFP, CIMA, or CLU is preferred. + Must have strong investment ... acumen including knowledge of modern portfolio theory statistics. + Requires strong quantitative and analytical skills, technical knowledge of the asset management discipline, investment product subject matter expertise, strong oral and written communication… more
- Truist (Oakton, VA)
- … CLU (R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC (R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development Program ... or Banking School such as Truist Leadership Development Program or Banking School. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20… more