- Guardian Life (Bethlehem, PA)
- …of experience in the financial services industry. + In-depth knowledge of various annuity products, including fixed, variable , and indexed annuities. + College ... The Guardian Insurance & Annuity Company's (GIAC) New Business team is seeking...and knowledgeable individual to join our team as an ** Annuity Operations Case Manager** . As an integral part… more
- Thrivent Financial (Las Vegas, NV)
- …from clients, including unsolicited trade orders + May fill out and sign Variable Life/ Variable Annuity /Mutual Fund/Brokerage applications + Show clients how ... 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 is obtained… more
- Principal Financial Group (Lake Oswego, OR)
- …and/or exams necessary for this position include:** + Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable ... Annuity licensing for all non-resident states in which business will be conducted. **Securities exams and IAR appointment include:** + Series 7 and 63 or equivalent, 24, 65 and/or 66 as required by applicable state law to become IAR with Principal… more
- Principal Financial Group (Omaha, NE)
- …and/or exams necessary for this position include:** + Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable ... Annuity licensing for all non-resident states in which business will be conducted. **Securities exams and IAR appointment include:** + Series 7 and 63 or equivalent, 24, 65 and/or 66 as required by applicable state law to become IAR with Principal… more
- Humana (Columbus, OH)
- …within the assigned territory/County** **Preferred Qualifications** + Active Life and Variable Annuity Insurance license + Associate's or Bachelors' degree ... services in a field setting. Some of our additional products include Life, Annuity , Indemnity, Dental, Vision, Prescription, and more. Humana has an inclusive and… more
- Humana (Clearwater, FL)
- …territory (North Pinellas County)** **Preferred Qualifications** + Active Florida Life and Variable Annuity Insurance license + Associate's or Bachelors' degree ... services in a field setting. Some of our additional products include: Life, Annuity , Indemnity, Dental, Vision, Prescription, and more. Humana has an inclusive and… more
- Fifth Third Bank, NA (Columbus, OH)
- …appropriate 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
- CVS Health (Sarasota, FL)
- …to develop strong relationships internally and externally. - Florida Health, Life and Variable Annuity Insurance License, as required by state law (May be ... obtained in 120 days of hire date). **Education:** High School diploma or GED Associates degree preferred. **Pay Range** The typical pay range for this role is: $43,888.00 - $85,068.00 This pay range represents the base hourly rate or base annual full-time… more
- Raymond James Financial, Inc. (Athens, GA)
- …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-GA-Athens-Athens **Organization** Eastern **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 10 % of the Time **Req ID:** 2403219 more
- Kestra Financial (Tampa, FL)
- …+ 2+ years of relevant industry experience + Current Florida 2-14/15 Life and Variable annuity license + Estate planning and case design experienced preferred + ... Knowledge of Microsoft Office applications + Bachelor's degree in related field preferred + Excellent communication and organizational skills The Skills we are hiring for: + Strong customer service skills on the phone and face-to-face + Passion for people,… more
- Fifth Third Bank, NA (Burr Ridge, IL)
- …insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required. + Motivated by commission sales, recognition ... programs, and internal sales competition among co-workers. + Ability to motivate others in a team environment. + Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes. + Demonstrated… more
- Raymond James Financial, Inc. (Irvine, CA)
- …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-CA-Irvine-Irvine **Organization** Western **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 20 % of the Time **Req ID:** 2403456 more
- Edward Jones (St. Louis, MO)
- …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 strongly preferred +… more
- JPMorgan Chase (Seattle, WA)
- …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 financial planning… more
- Equitable (New York, NY)
- …+ FSA designation + 3 years relevant experience ideally within Hedging, Variable Annuity products, Model Development, Quantitative Research or related function ... + Hands on experience with coding - ideally utilizing C/C , Python and/or MATLAB + Established analytical and technical skills + Demonstration of high intellectual capacity and curiosity; strong work ethic (takes ownership), self-starter and quick-study… more
- Raymond James Financial, Inc. (Palm Beach, FL)
- …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:** 2402053 more
- JPMorgan Chase (Jacksonville, FL)
- …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 ownership and visibility +… more
- JPMorgan Chase (Jersey City, NJ)
- …financial security for their families and businesses. **Overview of Role:** The Annuity Specialist will provide support to advisors across Wealth Management at JP ... Morgan (Chase Wealth Management, JPMorgan Advisors, and the Private Bank) on utilizing annuity solutions to meet client investment and income needs around the Goals… more
- USAA (San Antonio, TX)
- …experience. + Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable , and immediate) and individual ... and driving successful behaviors. + Working experience with Life, Health and Annuity products and ability to articulate complex concepts. + Experience building… more
- TIAA (Frisco, TX)
- …advice in connection with the design and implementation of fixed and variable annuities, stable value products, funding agreements, investment advisory programs, and ... an insurer, including market conduct, licensing, advertising, insurance & annuity products, treatment of policyholders and claimants, filing requirements,… more
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