- Lincoln Financial (Charlotte, NC)
- …Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... of non-qualified deferred compensation plans for senior leaders, along with company owned life insurance policies (COLIs). It also leads our financial wellness… more
- Atria Wealth Solutions (King, NC)
- …- Excellent working knowledge of Allegacy FCU products and services as well as, life insurance , annuity and securities products. Proficient in operational ... - + Series 7, 66, or (63 and 65) securities licenses required. + North Carolina Life , Accident and Health Insurance License required. + CFP, ChFC, JD, CPA or… more
- Lincoln Financial (Charlotte, NC)
- …Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... on identifying a clear path to financial security, with products including annuities, life insurance , group protection, and retirement plan services. With our… more
- Lincoln Financial (Greensboro, NC)
- …Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... on identifying a clear path to financial security, with products including annuities, life insurance , group protection, and retirement plan services. With our… more
- Lincoln Financial (Greensboro, NC)
- …Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... & Analysis department, you will focus on the consolidated analysis of our statutory life insurance companies and non- insurance companies and learn how each… more
- Lincoln Financial (Greensboro, NC)
- …Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... QuickSight, Power BI, or other Business Intelligence platforms. * Background in the insurance domain, including individual life insurance , annuities, group … more
- Principal Financial Group (Raleigh, NC)
- …a related field preferred. + 2+ years of related work experience in life insurance /broker-dealer or RIA operations: client service, account opening, account ... in the onboarding of new clients by accurately preparing and processing insurance , annuity , and investment account applications. Manage account openings and… more
- Lincoln Financial (Charlotte, NC)
- …Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... use of modern CI/CD tools + Strong experience in Sales Cloud, Service Cloud and Financial Services Cloud. +...clear path to financial security, with products including annuities, life insurance , group protection, and retirement plan… more
- Lincoln Financial (Charlotte, NC)
- …Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... on identifying a clear path to financial security, with products including annuities, life insurance , group protection, and retirement plan services. With our… more
- Truist (Charlotte, NC)
- …of Truist offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings ... responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to...can be used in lieu of Series 66) + Life /Health and Variable Insurance Licensing + 5… more