- Guardian Life (Columbus, OH)
- …Representatives grow and diversify their practices, clients, and income streams. The Annuity Specialist is an integral part of Park Avenue Securities. Reporting to ... you will have a deep understanding of the approved annuity platform and provide individual FRs annuity ...appropriate weblinks for such, etc. + Manage and develop sales territory with WMC and AWMC to drive growth… more
- Guardian Life (New York, NY)
- …service existing contracts, and obtain the appropriate comments and sign-off. **Assist with Fixed Annuity Rate Setting** + Assist with loading of New Business ... Office + Education: BA/BS+ or equivalent experience **Preferred** + Annuity product launch/support experience + Sales or...**Preferred** + Annuity product launch/support experience + Sales or sales support experience **Salary Range:**… more
- Charles Schwab (Lone Tree, CO)
- …Solutions addresses complex wealth management needs of clients through our Wealth Strategies, Fixed Income and Annuity teams. Fixed Income Specialists, ... key partners, focusing their efforts on education, advice, and sales . Typical client needs in the fixed income markets can range from basic information and trade… more
- Principal Financial Group (Harrisburg, PA)
- …to non-proprietary business activity, including managing agent profiles in internal database, fixed annuity desk, variable agent appointments, and broker of ... record changes. + Provide support to the variable/ fixed indexed annuity desk. This may include...Range Information** Salary ranges below reflect targeted base salaries. Non- sales positions have the opportunity to participate in a… more
- Bloomberg (New York, NY)
- …used by insurance annuity issuers and sell-side firms. As an Index Sales Specialist you will drive the design, adoption and education of Bloomberg Index products ... for our customers and employees alike. Our team comprises several key pillars: sales , service, operations, culture and brand. As a department, we are united by… more
- JPMorgan Chase (New York, NY)
- …offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual ... & Insurancewill drive strategic and continuous improvement initiatives for the Annuity and Insurance business across JPM Wealth Management. Responsibilities include… more
- USAA (San Antonio, TX)
- …experience. + Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed , variable, and immediate) and individual ... Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for...successful behaviors. + Working experience with Life, Health and Annuity products and ability to articulate complex concepts. +… more
- CRC Insurance Services, Inc. (Harrisburg, PA)
- … activity via the distribution of Life Insurance, Disability Income, Long-term Care, Fixed Annuity and/or other related insurance products to agents nationwide ... Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center 2. Utilize and… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the ... includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance,… more
- Shaw Industries Inc (Albany, NY)
- …and driving strategic solutions to ensure customer satisfaction and build annuity business for the division. Responsibilities: + Responsible for developing and ... strategic account plans. + Establish relationships, communication, and engagement with sales leadership and salespeople across all brands. + Utilize and fully… more
- Huntington National Bank (Mentor, OH)
- …pre and post review of financial transactions executed by Advisors, including fixed , indexed and variable annuities, marked linked certificates of deposit, mutual ... and individual securities. Escalates and remediates identified issues with Advisors and Sales Management. Reviews and accepts accounts on behalf of the firm with… more
- KeyBank (Cleveland, OH)
- …and privately-owned companies operating in the Property & Casualty, Life & Annuity , and Health Insurance markets as well as public accounting firms, insurance ... full resources of our debt and equity capital markets platforms, including our fixed income, institutional equities and private capital groups. In the past decade,… more
- JPMorgan Chase (New York, NY)
- …institutional book of business in North America through partnership with our sales team. + Provide fundamental and quantitative research and analysis of derivative ... of the use of derivatives in the context ALM for life, health and annuity insurance liabilities. Knowledge of P&C liabilities is helpful as well. + Exceptional… more