- Usaa (Phoenix, AZ)
- …servicesexperience. Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable , and immediate) and ... and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building… 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) ( 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
- Fifth Third Bank, NA (Cincinnati, OH)
- …start to finish. Will be responsible for processing and reviewing all documentation for annuity (fixed and variable ) in a fast-paced environment. Must be able to ... in a time sensitive manner. DUTIES & RESPONSIBILITIES: + Process annuity applications, review for missing paperwork/documents and verify processing requirements. +… 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
- 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
- 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
- CVS Health (Largo, FL)
- …on the client experience. **Required Qualifications** + Active Florida Health, Life, and Variable Annuity Insurance License (or ability to obtain within 120 days ... of hire). + 2+ years of experience working in customer service. + Comfortable with onsite Monday - Friday travel to client site in Pinellas County. + Strong oral and written communication skills with a customer-first mindset. + Excellent organizational and… more
- Humana (Houston, TX)
- …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 both English and… more
- Fifth Third Bank, NA (Sarasota, 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)
- …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
- Principal Financial Group (Houston, TX)
- …for this position include:** + Resident state and Non-Resident state Life/Health and Variable Annuity licensing needed for all non-resident states in which ... business will be conducted. **Securities exams and IAR appointment include:** + Series 7 and 63 or equivalent, Series 24, 65 and/or 66 as required by applicable state law to become IAR with Principal Securities, Inc. + Refer to Principal Advisor Network… more
- Raymond James Financial, Inc. (Houston, TX)
- …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. (The Woodlands, TX)
- …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. ... Raymond James advisors provide sound financial advice and counsel consistent with our client's objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach… more
- Raymond James Financial, Inc. (Southfield, MI)
- …an exemption or grandfathering cannot be applied + Series 7, 9/10 or 24, 66 or 63/65 required + Series 53, Life, Health and Variable Annuity Licenses preferred ... + Perform reviews of client accounts and documents submitted by the branch. + Educates branch staff associates. + Escalates concerns to senior management and may propose new policies or procedures regarding risk, adhering to compliance and operational risk… 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
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