- 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) ( 250000LB ) **Primary...training program where they learn the fundamentals of variable annuities, product positioning, and advanced sales techniques. Concurrent… more
- Aegon Asset Management (Baltimore, MD)
- …Senior Director of Valuation, will lead multi basis financial reporting for Transamerica's Variable Annuity and Registered Index Linked Annuity (RILA) ... and reporting processes under IFRS, US GAAP, and Statutory/NAIC requirements for Variable Annuity and RILA blocks, ensuring accuracy, completeness, and… more
- Athene (New York, NY)
- …+ Bachelor's degree or equivalent experience. + 7+ years of experience in annuity product development, with variable annuity or contingent deferred ... in driving innovation and expanding Athene's product offerings beyond the traditional retail annuity market. This role will spearhead the design and launch of new… more
- Aegon Asset Management (Denver, CO)
- …for approval to sell on WFG/TFA company platforms for either life and fixed/ variable annuity insurance products, or mutual fund, money management, and retirement ... to issuance and in-force servicing) + Practical understanding of variable and traditional annuity products and their various features and benefits. + For… more
- Charles Schwab (Lone Tree, CO)
- …Responsibilities: Financial Consultant Support: + Act as a subject matter expert on annuity products, including fixed, variable , and indexed annuities, and their ... managing multiple priorities in a fast-paced environment. + Demonstrated expertise in annuity products, including fixed, variable , and indexed annuities. **What… more
- Equitable (New York, NY)
- …tax law issues as they relate to the design, distribution, and administration of variable annuity and life insurance products. + Ability to manage and prioritize ... tax advice to Equitable's retirement product business areas related to its annuity and life insurance product offerings. Additionally, this role will provide advice… more
- Thrivent Financial (Appleton, WI)
- …to client inquiries + Answer basic questions for clients + Fill out Variable Life/ Variable Annuity /Mutual Fund/Brokerage applications + Show clients how ... + Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required before onboarding + Expert knowledge of Office applications + Ability… more
- Edward Jones (St. Louis, MO)
- …+ Series 7 and 66 licenses and insurance licenses required: life, health and variable annuity + Insurance licenses required: life, health and variable ... annuity + 100% travel + 2+ years of experience as an Edward Jones financial advisor + Extensive flexibility, reliability and strong decision-making skills + Strong communication and organizational skills + Strong telephone and customer service skills +… more
- Principal Financial Group (Elkhorn, 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
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …7, 24 (or 26), 63, 65 (or 66), Series 53 (or 51), and Life, Health, & Variable Annuity Insurance Licenses (or the ability to obtain within 120 days of hire). + ... Reg-BI and PTE 2020-02. + Already hold a Life, Health, & Variable Annuity license. Compensation The salary for this position generally ranges between… more
- Equitable (New York, NY)
- …(FSA) designation. + Hands-on experience in insurance industry, specifically with Hedging and/or Variable Annuity products. + Coding experience in C/C , Python, ... programming or actuarial science. In this role, you will lead the GMxB annuity liability valuation and reporting, support the design, develop and testing of hedge… more
- Thrivent Financial (Newbury Park, CA)
- …Money Guide Pro, Morningstar, and others + May fill out and sign Variable Life/ Variable Annuity /Mutual Fund/Brokerage applications + Complete electronic and ... paper service forms and new business applications + May accept and/or enter trade orders from clients, including unsolicited trade orders + Seek to identify potential sales opportunities with new and existing clients + Partner with Financial Advisors to help… more
- Humana (Matthews, NC)
- …higher, based on state requirements). **Preferred Qualifications** + **Active Life and Variable Annuity Insurance License** . + Prior experience **selling ... Medicare products** . + Experience in **public speaking or delivering presentations** to groups. + Associate's or Bachelor's degree. + Experience using Microsoft Office tools such as **Teams, Excel, Word, and PowerPoint** . + **Bilingual** in English and… more
- Fifth Third Bank, NA (Chicago, 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. (Southfield, MI)
- …**Licenses/Certifications:** * Series 7, 9/10 or 24, 66 or 65/63 is Required * Series 53, Life, Health, and Variable Annuity Insurance Licenses preferred ... Conducts daily supervisory reviews over advisor activities in their assigned branches with limited guidance. This includes the review of new accounts, supervisory alerts, money movement and client complaints. Analyzes transaction activity to identify potential… more
- Fifth Third Bank, NA (Cleveland, 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
- Raymond James Financial, Inc. (Henderson, TN)
- …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 ... The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will… more
- Raymond James Financial, Inc. (San Antonio, TX)
- …63 & 65, or 66 as required by state. + Life, Health, and Variable Annuity Insurance Licenses. + NFA Commodities Licenserequiredif any commodities trading is ... Develops and implements plans to meet office sales goals. + Responsible for compliance oversight and ensuring adherence to firm and regulatory policies and procedures. + Performs reviews of client accounts and documents and resolves client complaints. +… more
- Citigroup (San Francisco, CA)
- …requirements within 150 days of hire date. + Required: Group 1 - Life and Variable Annuity License + Must meet ALL requirements within 150 days of hire ... date. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Management **Time Type:** Full time **Primary Location:** San Francisco California United States **Primary… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …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. more
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