- NYL - Matthews (Charlotte, NC)
- …provide to clients. 3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $937 million LIFETIME ANNUITY INCOME ... domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12...strong bonus Previous customer service or experience as a sales representative preferred Previous health insurance or… more
- Usaa (Colorado Springs, CO)
- …Distribution Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR ... evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase… more
- Usaa (Plano, TX)
- …through military service or a military spouse/domestic partner. 3+ years of direct Annuity Sales Experience Experience working in an Inbound/Outbound Call Center ... retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term… more
- Usaa (Plano, TX)
- …assessment may be required What sets you apart: 2 years of direct Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement ... take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the… more
- AAA Northern California, Nevada & Utah (Mesa, AZ)
- …combination of education and experience + (preferred) + 1+ years experience in Life Insurance and/or Annuity Sales (preferred) + CLU, ChFC and/or LUTCF ... and training on lead development and identification for the frontline employees, Insurance Sales Agents (P/C) and other staff who come in contact with members/… more
- TD Bank (Middle Village, NY)
- …identify customer financial needs + Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral ... the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales , including for qualified accounts in accordance and… more
- HUB International (Providence, RI)
- …Best Place to Work RI and Worksite Health Award (superior rating). **Job Description:** The Annuity Sales VP will manage a group of producers and recruit new ... mastering the delivery of our unique value propositions. The Annuity Sales VP is paired with an...CLU, RICP and/or CFP designations highly desired. + Life Insurance license and Series 6 required. **Compensation:** Sales… 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 ... combination of education and experience. + One year of phone sales experience + Iowa Insurance license required within 90 days of employment. + Valid driver's… more
- Equitable (Charlotte, NC)
- …the fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales . PSA candidates are enrolled into a 6 week ... EDL - PSA Sales Desk ( Annuity Internal Sales...EDL - PSA Sales Desk ( Annuity Internal Sales Trainee) ( 250000LB...start date * Must have Resident Life and Variable Insurance Licenses or be willing to obtain within 180… more
- Guardian Life (Bethlehem, PA)
- …experience in high-touch customer service or operations environment. + Knowledge of annuity products or life insurance preferred + Excellent organizational ... Guardian's Annuity New Business CARE team is seeking a...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- Guardian Life (Pittsfield, MA)
- …want to be part of a collaborative team shaping the future of Guardian's annuity product strategy? Are you a strategic thinker who thrives on solving complex ... resonate with you, Guardian is seeking a Head of Annuity Product Management - FIA and RILA to lead...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- Regions Bank (Hoover, AL)
- …as well as product knowledge + Understanding of suitability as it relates to annuity sales to customers + Proficiency in Microsoft Office (Excel, Word, ... insurance carriers and accepts or denies requests. **Primary Responsibilities** + Reviews insurance and annuity contracts sold by licensed bankers, related to… more
- Guardian Life (New York, NY)
- …Wholesaler to build and manage relationships within territory. + Proactively follow up on annuity illustrations and large cases. + Initiate sales calls daily to ... with the Regional Brokerage Directors to develop and grow sales as supported by the business plans. This individual...Provide advanced case design support. + Work with External Annuity Wholesalers and 3rd party accounts to identify new… more
- DXC Technology (Nashville, TN)
- …our customers and colleagues at DXC.com. **Essential Job Functions:** **Life & Annuity Contact Center Operations Manager** + Oversees the day-to-day operations of ... new and creative ideas to sell add-on services. Promotes sales of various service options. + Acts as a...computer science or related field preferred + Life & Annuity or financial industry strong expertise + Nine or… more
- NTT America, Inc. (Albany, NY)
- …intellectual property in a quota measured role and specific domain knowledge in Life & Annuity Insurance as appropriate for the role. + Minimum of a Bachelors' ... organization, apply now. We are currently seeking a Sr. Sales Executive - TPA Services L&A Insurance ...Revenue or Gross Margin goals in the Life & Annuity business (including but not limited to TPA Platform… more
- Aegon Asset Management (Denver, CO)
- …approval to sell on WFG/TFA company platforms for either life and fixed/variable annuity insurance products, or mutual fund, money management, and retirement ... contractors in sales . + Knowledge of product implementation processes for insurance and for broker-dealer or RIA + Experience supporting product due diligence +… more
- Guardian Life (Holmdel, NJ)
- …fashion. + Develop recommendations for Non-Guaranteed Elements (NGE, mostly renewal rates) of annuity and life insurance products and present them to senior ... We are seeking a motivated recent FSA to join Guardian's Annuity Pricing and Structured Solutions Team. The successful candidate will play a crucial and multifaceted… more
- Aegon Asset Management (Denver, CO)
- Job Family Sales Support / Operations About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We ... company, with millions of customers and thousands of employees worldwide. Our insurance , retirement, and investment solutions help people make the most of what's… more
- T. Rowe Price (Baltimore, MD)
- …in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. In this specialized ... candidates currently residing in Chicago or Minnesota. The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned… more
- Guardian Life (Bethlehem, PA)
- …and external wholesalers. The role will serve as a key contributor to annuity line strategy, enablement, and regulatory support, with a strong focus on ... Campaigns:** Design, launch, andoptimizemarketing campaigns specifically geared toward third-party annuity partners, their financial professionals,and their clients. Collaborate with… more
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