- Thrivent Financial (San Diego, CA)
- …to access their accounts and read statements + May fill out and sign Variable Life / Variable Annuity /Mutual Fund/Brokerage applications + Other ... experience + Securities license (7/66 or 7/63 & 65) and Life , Health and Annuity license required + Strong communication and coordination skills + Ability… more
- Kestra Financial (Tampa, FL)
- …standards Qualifications + 2+ years of relevant industry experience + Current Florida 2-14/15 Life and Variable annuity license + Estate planning and case ... a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an...Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning industry and… more
- Humana (Columbus, OH)
- …+ **Must reside within the assigned territory/County** **Preferred Qualifications** + Active Life and Variable Annuity Insurance license + Associate's ... services in a field setting. Some of our additional products include Life , Annuity , Indemnity, Dental, Vision, Prescription, and more. Humana has an inclusive… more
- Humana (St. Petersburg, FL)
- …in the local territory (South Pinellas County)** **Preferred Qualifications** + Active Florida Life and Variable Annuity Insurance license + Associate's or ... services in a field setting. Some of our additional products include: Life , Annuity , Indemnity, Dental, Vision, Prescription, and more. Humana has an inclusive… more
- Principal Financial Group (Lake Oswego, OR)
- …to 15%). **Licenses and/or exams necessary for this position include:** + Resident state Life /Health and Variable Annuity license; non-resident state Life ... be able to develop and maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or… more
- Principal Financial Group (Omaha, NE)
- …to 15%). **Licenses and/or exams necessary for this position include:** + Resident state Life /Health and Variable Annuity license; non-resident state Life ... be able to develop and maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or… more
- CVS Health (Sarasota, FL)
- …skills. - Ability to develop strong relationships internally and externally. - Florida Health, Life and Variable Annuity Insurance License, as required by ... by providing issue resolution and information to existing accounts throughout the life of the account. Works independently to solve problems and resolve issues… more
- JPMorgan Chase (Seattle, WA)
- …to meeting the FINRA continuing education requirements and the appropriate state Group - 1 Life and Variable Annuity License + Ability to create and foster ... strong partnerships with COI's and business partners + Track record that demonstrates exceptional ability to grow revenue, assets and client bas + High achiever with entrepreneurial spirit + Strong business and investments acumen + Investment, insurance and… more
- Edward Jones (St. Louis, MO)
- …and 65) licenses required to apply. * Insurance license may be required in the future ( life , health and variable annuity ) * 5+ years of securities industry ... accident, hospital indemnity, and critical illness), short- and long-term disability, basic life , and basic AD&D coverage. Short- and long-term disability, basic … more
- Raymond James Financial, Inc. (Montgomery, AL)
- …the ability to obtain them within four (4) months from the start of the program. * Life , Health and Variable Annuity or the ability to obtain within six (6) ... months from the start of the program. **Job:** Financial Advisor Trainee Program **Primary Location:** US-AL-Montgomery-Montgomery **Organization** Southeast **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 10 % of the Time **Req ID:** 2402864 more
- Raymond James Financial, Inc. (Chicago, IL)
- …that an exemption or grandfathering cannot be applied. * Series 7 & 66 required. * Life , Health and Variable Annuity or ability to obtain within 6 months ... from start of program. **Job:** Financial Advisor Trainee Program **Primary Location:** US-IL-Chicago **Organization** Central **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 10 % of the Time **Req ID:** 2403688 more
- Raymond James Financial, Inc. (Charleston, SC)
- …10 (or 8) required. * Series 63 & 65, or 66 as required by state. * Life , Health, and Variable Annuity Insurance Licenses. * NFA Commodities License required ... if any commodities trading is done in the branches. **Job:** Wealth management **Primary Location:** US-SC-Charleston-Charleston **Organization** Northeast **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 10 % of the Time **Req ID:** 2403663 more
- Raymond James Financial, Inc. (Farmington Hills, MI)
- …10 (or 8) required. * Series 63 & 65, or 66 as required by state. * Life , Health, and Variable Annuity Insurance Licenses. * NFA Commodities License required ... if any commodities trading is done at the branch. **Job:** Wealth management **Primary Location:** US-MI-Farmington Hills **Organization** Central **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 20 % of the Time **Req ID:** 2403645 more
- Raymond James Financial, Inc. (Lansing, MI)
- …of experience, education, and/or training. **Licenses/Certifications:** * SIE * Series 7 & 66 * Life , Health and Variable Annuity * OR ~ Ability to pass ... all required licenses within allotted timeframe Raymond James Financial Services / Kent Ballard and its employees are **independent contractors with respect to Raymond James** ; not employees of Raymond James. The term "Raymond James" includes, but is not… more
- Raymond James Financial, Inc. (Palm Beach, FL)
- …10 (or 8) required. * Series 63 & 65, or 66 as required by state. * Life , Health, and Variable Annuity Insurance Licenses. * NFA Commodities License required ... if any commodities trading is done at the branch. **Job:** Administrative & Support Services **Primary Location:** US-FL-Palm Beach-Palm Beach **Organization** Northeast **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 20 % of the Time **Req ID:**… more
- Jackson National Life Insurance Company (Lansing, MI)
- …duties and/or projects as assigned. **Knowledge, Skills and Abilities** + Knowledge of variable and fixed indexed annuity product pricing and ALM techniques, and ... writers. + Knowledge of financial derivatives used to hedge variable and fixed indexed annuity risk exposures....years experience in a risk management role in diversified life and annuity /financial services company or related… more
- Fifth Third Bank, NA (Columbus, OH)
- …state resident insurance licenses for Life , Health, Long Term Care, and Variable Annuity certification are required as documented in the Fifth Third ... Securities Licensing Guidelines. + Five (5) years of brokerage or related financial services experience. + Excellent understanding of the financial industry, compliance regulations, daily operational duties and investment brokerage/banking products. Prior… more
- Fifth Third Bank, NA (Evansville, IN)
- …state resident insurance licenses for Life , Health, Long Term Care, and Variable Annuity certification are required to be obtained, as documented in the ... Fifth Third Securities Licensing Guidelines candidate with active Series 6 and 63 licenses preferred. + Two (2) years of brokerage or related financial services experience. + Good understanding of the financial industry, compliance regulations, daily… more
- TIAA (New York, NY)
- …teams. + Knowledge and experience with insurance rules and filing requirements impacting annuity and life insurance products, including annuity contracts ... advice in connection with the design and implementation of fixed and variable annuities, stable value products, funding agreements, investment advisory programs, and… more
- USAA (San Antonio, TX)
- …experience. + Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable , and immediate) and individual ... others and driving successful behaviors. + Working experience with Life , Health and Annuity products and ability to articulate complex concepts. + Experience… more