- Thrivent Financial (Las Vegas, NV)
- …orders from clients, including unsolicited trade orders + May fill out and sign Variable Life / Variable Annuity /Mutual Fund/Brokerage applications + Show ... Okamoto. This position has an immediate growth tract to obtain NV Life , Health, and Annuity licensing as well as FINRAs SIE, 7/66 licensing. As each license… more
- Thrivent Financial (White Bear Lake, MN)
- …orders from clients, including unsolicited trade orders + May fill out and sign Variable Life / Variable Annuity /Mutual Fund/Brokerage applications + Show ... preferred + Securities (6/63, 7/66, or 7/63 & 65) and/or Life , Health, and Annuity registration may be required Competencies + Planning/Organizing + Customer… 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
- Thrivent Financial (Eldora, IA)
- …information + Answer basic questions for clients + May fill out and sign Variable Life / Variable Annuity /Mutual Fund/Brokerage applications to the point ... Compensation for this position is $30-45,000 annually. Benefits include: Life and Disability Insurance, and Simple IRA Job Description...toward financial choices that will help them live the life they want today-and tomorrow. For over 100 years,… more
- Humana (Orange Park, FL)
- …reside in the local territory (Clay 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
- Humana (El Paso, TX)
- …+ **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 (Sarasota, FL)
- …the local territory (Sarasota or Manatee 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 (Fresno, CA)
- …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
- JPMorgan Chase (Jersey City, NJ)
- …drive towards results + FINRA Series 7 and 66 preferred, but not required + Life , Health and Variable Life Insurance licensing preferred, but not required ... financial security for their families and businesses. **Overview of Role:** The Annuity Specialist will provide support to advisors across Wealth Management at JP… more
- JPMorgan Chase (Columbus, OH)
- …addition to meeting the FINRA continuing education requirements and the appropriate state Group - 1 Life and Variable Annuity License + Ability to act as an ... innovative thinker able to drive future engagement with clients to provide an exceptional experience + Ability to create a climate in which people want to do their best by motivating and empowering others by inviting input from each person and sharing… more
- Equitable (Charlotte, NC)
- …into 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 Trainee) ( 240000FY ) **Primary...180 days of start date * Must have Resident Life and Variable Insurance Licenses or be… more
- JPMorgan Chase (Columbus, OH)
- …+ Conduct suitability reviews associated with a variety of Annuity and Life Insurance products (eg Variable , Fixed and Index annuities) + Escalate ... appropriateness reviews of transactions made in client accounts and/or annuity and life insurance applications submitted by Financial Advisors. Your role will… more
- Equitable (Charlotte, NC)
- …management approaches and tools. **Insurance Products** : Ability to apply the knowledge of Life Insurance and Variable Annuity products and develops an ... + Bachelors Degree + ASA Designation + 3 years of life insurance industry experience including experience with financial modeling Preferred Qualifications:… 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 ... experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred. * Bachelor's degree in a business-related field is… more
- Raymond James Financial, Inc. (Owosso, MI)
- …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-MI-Owosso-Owosso **Organization** Northern **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 10 % of the Time **Req ID:** 2403194 more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …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-CA-Walnut Creek-Walnut Creek **Organization** Western **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 10 % of the Time **Req ID:** 2403191 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** Eastern **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 20 % of the Time **Req ID:**… more
- Raymond James Financial, Inc. (Chandler, AZ)
- …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-AZ-Chandler-Chandler **Organization** Western **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 20 % of the Time **Req ID:**… more
- CGI Technologies and Solutions, Inc. (New Brunswick, NJ)
- …Type:** Full Time **Position Description:** Join our team as an Experienced Life / Annuity Business Analyst and work on impactful projects across diverse ... Model. **Your future duties and responsibilities:** As an Experienced Life / Annuity Business Analyst, your future duties and...including at least three of the following: Traditional Term Life , Whole Life (Universal, Variable ,… more