- Raymond James Financial, Inc. (St. Petersburg, FL)
- … Annuity Distribution, you will support all three levels of our team: annuity product specialists, internal consultants, and external consultants. You will be ... highly engaged in daily activities such as conducting annuity reviews, creating illustrations and marketing materials, and preparing annuity book reports. This… more
- USAA (Tampa, FL)
- …Dedicated **Life Actuarial Solutions Analyst Senior** to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured ... and pricing of deferred and immediate annuities. Your role also supports Life/ Annuity /Health actuarial work through one or more of the following activities: data… more
- USAA (Tampa, FL)
- …coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate ... term care, investment products and related topics. + Identifies opportunities to enhance product and service offerings to members and increase specialist product … more
- Deloitte (Tampa, FL)
- …+ Proactively follow current market trends across life insurance and annuity products, markets and regulations; anticipate future client needs and prepare ... for life insurance clients, including new business and underwriting operations, product development, financial reporting, modeling, and related functions + Support… more
- Truist (Orlando, FL)
- …by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product ... and brokerage accounts. 4. Knowledge of the features and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7… more
- Oracle (Tallahassee, FL)
- …skills in XML, SQL, relational databases, and **in-depth knowledge of OIPA product architecture.** + Proven experience managing the full software delivery lifecycle, ... **Bonus Points If You Have** + Knowledge of life insurance or annuity products, underwriting, reinsurance and policy administration processes. + Experience working… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in managing complicated and/or escalated issues and acts as an escalation point for product COEs . Assists in regulatory, branch exam and dispute resolution items as ... Resources. **Licenses/Certifications:** * Series 7, 9/10 or 24, 66 or 65/63 is Required * Series 53, Life, Health, and Variable Annuity Insurance Licenses preferred more
- Fifth Third Bank, NA (Naples, FL)
- …and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin ... licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required. + Motivated by commission sales, recognition programs, and… more
- Oracle (Tallahassee, FL)
- …XML, SQL, and relational databases, plus a solid understanding of OIPA product architecture. + Proven experience managing the full software delivery lifecycle, from ... 25%. **Bonus Points If You Have** + Knowledge of life insurance or annuity products, underwriting, and policy administration processes. + Experience working in Agile… more
- USAA (Tampa, FL)
- …and enhanced solutions like long term care products. + Recommends relevant financial product and services and refers for solutions that they are not trained and/or ... military service or a military spouse/domestic partner. + 3+ years of direct Annuity Sales Experience + Experience working in an Inbound/Outbound Call Center +… more
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