- 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
- 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 (St. Petersburg, FL)
- …territory (South 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
- Raymond James Financial, Inc. (Montgomery, AL)
- …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-AL-Montgomery-Montgomery **Organization** Southeast **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 10 % of the Time **Req ID:** 2402864 more
- Raymond James Financial, Inc. (Chicago, IL)
- …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-IL-Chicago **Organization** Central **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 10 % of the Time **Req ID:** 2403688 more
- Fifth Third Bank, NA (Evansville, IN)
- …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
- Fifth Third Bank, NA (Middletown, OH)
- …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
- 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
- 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
- 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. (Farmington Hills, MI)
- …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-MI-Farmington Hills **Organization** Central **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 20 % of the Time **Req ID:** 2403645 more
- Raymond James Financial, Inc. (Lansing, MI)
- …**Licenses/Certifications:** * SIE * Series 7 & 66 * Life, Health and Variable Annuity * OR ~ Ability to pass all required licenses within allotted timeframe ... Raymond James Financial Services / Kent Ballard and its employees are **independent contractors with respect to Raymond James** ; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc.… 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
- 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** Northeast **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 20 % of the Time **Req ID:** 2402053 more
- Lincoln Financial Group (Radnor, PA)
- …must include: + 3 years of developing and enhancing operational processes for Variable and Indexed annuity hedging including daily risk exposure validation, ... and month-end valuation. + 3 years of communicating results of Variable and Indexed annuity hedging performance to various audiences. + 3 years of working… more
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