- JPMorgan Chase (New York, NY)
- **Life Insurance and Annuity Product Manager, Associate** **Asset & Wealth Management Overview:** JP Morgan Asset & Wealth Management (AWM) is a global leader in ... market funds. For individual investors, the business also provides annuity and life insurance , brokerage and banking...the business also provides annuity and life insurance , brokerage and banking services including trusts and estates,… more
- JPMorgan Chase (Jersey City, NJ)
- …client's financial health and achieve peace of mind in retirement. Job Summary: As an Annuity and Life Insurance - Marketing Manager - Vice President within the ... a pivotal role in promoting the growth and awareness of our annuity and insurance offerings across our wealth management channels. You will ensure that advisors… more
- DXC Technology (Des Moines, IA)
- …school diploma or GED **Preferred Qualifications** + Previous Experience in the Life Insurance and Annuity Industry + Strong communication skills + Phone support ... **Job Description:** **Key Responsibilities:** + Answers incoming phone calls regarding annuity products from advisors, clients, and beneficiaries. This is not a… more
- MetLife (New York, NY)
- … insurance regulators' questions and requests and negotiate approvals with state insurance departments for complex annuity products. * Draft and coordinate ... Role Value Proposition This role is primarily responsible for ensuring annuity contracts accurately capture MetLife's promises to its customers, reflect business and… more
- Equitable (Charlotte, NC)
- …product vision **Preferred Qualifications** + Experience with employee benefits, life insurance , mutual fund and annuity product development, analysis and ... Sr. Product Manager- Institutional Markets (Financial Services or Annuity Knowledge Required) ( 240000M0 ) **Primary Location** : UNITED STATES-NC-Charlotte **Other… more
- Thrivent Financial (Ottawa, IL)
- …regarding member/customer accounts + Provides fund values and answers other fixed insurance and fixed annuity related questions + Performs routine administrative ... meetings + Collaborates with Financial Advisors to assist customers/members with fixed insurance and fixed annuity product changes + Participates and drives… more
- Bloomberg (New York, NY)
- …is intimately familiar with the design and attributes of index solutions used by insurance annuity issuers and sell-side firms. As an Index Sales Specialist you ... design, adoption and education of Bloomberg Index products for use within the Insurance and Sell-side products and workflows. You will be responsible for building… more
- HUB International (Akron, OH)
- …Solutions Manager is responsible for managing the in-force policy processes for life and annuity insurance products. Working in a sales environment with a large ... software tools for reporting and data visualization. + In-depth knowledge of life, annuity , long-term care, and disability insurance product lifecycles. + Strong… more
- Adecco US, Inc. (Jacksonville, FL)
- …Management Operations Analyst is responsible for reconciling revenue/commissions for life insurance and annuity carriers/products. Our ideal candidate must ... Merrill Lynch and the insurance carrier + Maintenance of insurance and annuity products to ensure records reflect accurately on Merrill Lynch statements and… more
- Robert Half Technology (Des Moines, IA)
- …seamless implementation of technology strategies. You will bring all of your life insurance and or annuity product and processing knowledge to this role. ... + Bring your back office operations processing knowledge of life insurance and or annuity knowledge to this role + Bring your prior business requirements… more
- AAA Northern California, Nevada & Utah (Redding, CA)
- …combination of education and experience (preferred) + 1+ years experience in Life Insurance and/or Annuity Sales (preferred) + CLU, ChFC and/or LUTCF ... spirit of our Team Members. Essential Functions + Maximizes life insurance market penetration with current members and property/casualty insureds and stays… more
- DXC Technology (Des Moines, IA)
- …in delivering efficient and effective outsourced processes and services within the annuity and life insurance industry. Ensures services meet client objectives ... policies, procedures, and guidelines. + Previous experience in the Life Insurance and Annuity industry. + Strong verbal and written communication skills, with… more
- Brokers International (Urbandale, IA)
- …and onboarding programs. Primary Skills & Requirements: + Experience in Life and Annuity insurance industry + Bachelor's degree (B. A.) from four-year College ... management, Registered Investment Advisor and Broker Dealer experience required. Life Insurance and Annuity experience required. + Experience with Microsoft… more
- WTW (Philadelphia, PA)
- …Prophet, Slope, and/or Polysystems) is a plus + Expertise in at least one specific life insurance and/or annuity product line + Expertise in at least one of the ... of experience in an actuarial role at a life insurance company, consulting firm, or financial services organization +...Deep expertise in ALM, financial risk management, life and annuity product design, and financial modeling + Excellent and… more
- JPMorgan Chase (New York, NY)
- …& Insurancewill drive strategic and continuous improvement initiatives for the Annuity and Insurance business across JPM Wealth Management. Responsibilities ... implantation of end-to-end user experience, product, and platform improvements for the annuity and insurance business. This will entail partnering with business… more
- Thrivent Financial (Wausau, WI)
- …or related field preferred. + 3-5 years of previous banking, life insurance , annuity , investment, accounting, and/or other financial services industry experience ... annually dependent upon experience. Benefits include: options for life and health insurance , PTO, holiday pay, IRA with match. Job Description Role Responsibilities:… more
- Atria Wealth Solutions (King, NC)
- …working knowledge of Allegacy FCU products and services as well as, life insurance , annuity and securities products. Proficient in operational procedures related ... assist clients in the identification, analysis and appropriate investment and insurance activity directed toward accomplishing their financial goals. Offer regularly… more
- 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 ...+ Professional designations such as CFP; AIF. + Life/Health insurance Licenses; preferred. + Thorough knowledge of Wealth Management… more
- DXC Technology (Austin, TX)
- …experienced team members. **Qualifications** + 5+ years of experience with Life Insurance Annuity Platforms, specifically wmA/Vantage-One (DXC IP). + Strong ... the Enterprise Technology Stack and include business process outsourcing, insurance , analytics and engineering, applications, security, cloud, IT outsourcing, and… more
- Guardian Life (New York, NY)
- The Annuity Product Manager will support the Annuity Product Management and Development Team in all aspects of the design, development, maintenance, launch, and ... comments and sign-off on the creation, modification, and/or maintenance of all annuity applications and forms. + Respond to Operations and Compliance requests by… more
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