- Equitable (New York, NY)
- …prepare for the income they will need in retirement. With more than 900,000 active variable annuity policies, Equitable is one of the leading providers in this ... 4 years of actuarial experience + 2 years actuarial modeling experience with variable annuity products in GGY Axis software + Knowledge of Variable Annuities… more
- 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
- 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
- Thrivent Financial (San Diego, CA)
- …access their accounts and read statements + May fill out and sign Variable Life/ Variable Annuity /Mutual Fund/Brokerage applications + Other responsibilities ... + Securities license (7/66 or 7/63 & 65) and Life, Health and Annuity license required + Strong communication and coordination skills + Ability to effectively… 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 (New Port Richey, FL)
- …Pinellas or West Pasco 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
- Aegon Asset Management (Cedar Rapids, IA)
- …by providing financial and sales insights to the leaders of Individual Life, Variable Annuity , and Mutual Funds distribution. Job Description Responsibilities: + ... Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which… more
- Fifth Third Bank, NA (Ocala, FL)
- …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
- Edward Jones (St. Louis, MO)
- …apply.** + Insurance license may be required in the future (life, health and variable annuity ) + Experience as an Edward Jones Financial Advisor highly preferred ... + Bachelor's degree in a business-related field is preferred + Ability to understand information about various securities as well as functions of the business is critical. Must be able to understand and communicate research opinions and information on… 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
- Edward Jones (St. Louis, MO)
- …7 and 66 licenses required + Insurance licenses required: life, health and variable annuity + Commit to traveling 1-2 weeks/trimester + Extensive flexibility, ... reliability and strong decision-making skills + Strong communication and organizational skills + Strong telephone and customer-service skills + Bachelor's degree in a business-related field is preferred Candidates that live within in a commutable distance from… 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
- JPMorgan Chase (White Plains, NY)
- …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
- Fifth Third Bank, NA (Grand Rapids, MI)
- …appropriate 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
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …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-Beverly Hills-Beverly Hills **Organization** Western **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 10 % of the Time **Req ID:** 2403068 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
- Manulife (Boston, MA)
- …include the JH Mutual Fund IRA, JH Managed IRA and JH Guaranteed Income for Life Variable Annuity IRA (GIFL). The RC also needs to display expertise in the ... various John Hancock investment options and the different education-based and advice-based methodologies that are essential to facilitating a rollover into a John Hancock IRA that best meets the participant's unique needs. Using discretion and judgement, the… more
- Raymond James Financial, Inc. (Charleston, SC)
- …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. (Chandler, AZ)
- …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:** 2402426 more
- Guardian Life (Columbus, OH)
- …Representatives grow and diversify their practices, clients, and income streams. The Annuity Specialist is an integral part of Park Avenue Securities. Reporting to ... of Business Development, you will have a deep understanding of the approved annuity platform and provide individual FRs annuity solutions for specific client… more
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