- CRC Insurance Services, Inc. (Charlotte, NC)
- …of America) **Please review the following job description:** The role of the Internal Insurance Strategist (IS) is to discuss needs with and sell life, long-term ... care and disability income insurance to the clients and advisors of accounts supported...solutions including life, long term care and disability income insurance to meet client needs. 2. Manage daily activities… more
- CRC Insurance Services, Inc. (Charlotte, NC)
- …of America) **Please review the following job description:** The role of the Internal Insurance Strategist (IS) is to discuss needs with and sell life, long-term ... care and disability income insurance to the clients and advisors of accounts supported...solutions including life, long term care and disability income insurance to meet client needs.2. Manage daily activities and… more
- CRC Insurance Services, Inc. (Charlotte, NC)
- …final presentation documents.3. Communicate directly with the clients and assist the Insurance Strategist in the placement of life, disability and long-term ... commission payout structure for each channel serviced by the Insurance Strategist .QUALIFICATIONSRequired Qualifications:The requirements listed below are… more
- Fifth Third Bank, NA (Charlotte, NC)
- …delivery and implementation of advanced planning techniques: (estate, tax, insurance , option, investment, retirement). + Reviews all client deliverables for ... which the Strategist is the lead. + Delivers the wealth plan...level of technical expertise in estate, tax, option, retirement, insurance , investment and cash flow/capital needs planning analysis. +… more
- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** The IAM Lead Strategist -, develops & maintains solution using technologies as ASP.net, C#, HTML, ... offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings accounts, and… more
- Truist (Charlotte, NC)
- …**Please review the following job description:** The Event Preparedness Lead Strategist is a subject matter expert responsible for the development, implementation, ... offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings accounts, and… more
- Truist (Charlotte, NC)
- …offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings accounts, and ... a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more… more
- Truist (Charlotte, NC)
- …offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings accounts, and ... a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more… more
- Truist (Charlotte, NC)
- …offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings accounts, and ... a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more… more
- Truist (Charlotte, NC)
- …offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings accounts, and ... a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more… more
- USAA (Charlotte, NC)
- …the development and communication of the three-year strategic plan. Stepping into this strategist role isn't just about a job-it's about embarking on a journey. At ... USAA Life Insurance , we're not just another insurance company; we are an institution with a storied legacy, and we invite you to be an integral chapter in our… more
- TD Bank (Charlotte, NC)
- …to meet business requirements and oversees and lead a team of Quantitative Strategist professionals focused on the most complex set of pricing models. This role ... NLP, TD Wealth, TD Asset Management, Treasury Balance Sheet Management, TD Insurance ). By ensuring an objective and independent evaluation of models, the Model… more