• Sales Process Manager

    Equitable (Charlotte, NC)
    Sales Process Manager - Annuities Team ( 240000D6 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : ... collateral, seminar invites, product marketing material, campaigns, brochures, and sales kits. + Responsible for maintaining relationships with third party… more
    Equitable (06/18/24)
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  • Product Lifecyle Manager - Group Retirement

    Equitable (Charlotte, NC)
    Product Lifecyle Manager - Group Retirement ( 240000D9 ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED STATES-NY-New York, UNITED ... the product center of excellence for internal and external sales teams. The team member will be an important...Experience with employee benefits, life insurance, mutual fund and annuity product development, analysis and business data analysis is… more
    Equitable (06/17/24)
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  • Sr. Risk Manager - Risk, Governance…

    Citizens (Charlotte, NC)
    …Concentration Report for the Top 10 Life Insurance Companies that are on CSI's Sales Platform for Fixed and Indexed Annuities . Present quarterly results to APC ... metrics effectively measure the effectiveness of business line control environment. + Sales Performance Management (SPM) - Risk Manager : Responsible for on-going… more
    Citizens (06/27/24)
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  • Sr. Partner Integrations & Management

    Lincoln Financial Group (Charlotte, NC)
    …Collaborates with internal & external stakeholder to develop, implement, and assess sales & marketing programs that attract key partners and enable distribution ... annual business plans, offerings, and programs for key partners that will enhance sales and growth initiatives **What we're looking for** _Must-haves:_ + 5 - 7+… more
    Lincoln Financial Group (06/21/24)
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  • Financial Advisor Trainee - PCG (Charlotte, NC)

    Raymond James Financial, Inc. (Charlotte, NC)
    …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...individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with… more
    Raymond James Financial, Inc. (06/26/24)
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