- USAA (Charlotte, NC)
- …Accountable for managing suppliers delivering operational, technology, service, and field sales support to deliver products and services within prescribed business ... Enterprise partners (eg, product management, marketing, finance, IT) to coordinate all sales and support services for client accounts. Ensures general management of… more
- Equitable (Charlotte, NC)
- …providing guidance on, revisions for, and principal approval of advertising and sales material largely developed by or on behalf of individual Financial ... traditional and digital retail field-generated and corporate-created advertisements and sales /training material to offer constructive, flexible, relevant, timely, and… more
- Principal Financial Group (Raleigh, NC)
- …**New Business Consultant** is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding ... onboarding of new clients by accurately preparing and processing insurance, annuity , and investment account applications. Manage account openings and asset movement… more
- Wells Fargo (Charlotte, NC)
- …business at www.wellsfargojobs.com **In this role, you will:** + Provide remote sales supervision and support of annuities and insurance transactions and activities ... and supervision policies, practices and resolution of issues + Supervise specific sales activities on behalf of retail branch managers such as Annuities and… more
- Lincoln Financial (Raleigh, NC)
- …price, within a wider range of authority, at which to accept the risks posed by sales . * Works directly and independently with sales to address case issues and ... coverage level(s) & pricing. * Meets with brokers and sales teams to develop relationships, discuss target markets and...Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial… more
- Lincoln Financial (Greensboro, NC)
- …analysis to drive pricing decisions that meet diverse sets of profitability, risk and sales goals. **What you'll be doing** * Build & maintain pricing models in ... to ensure pricing strategies meet all profitability, risk, and sales targets * Partner with the Centralized Pricing Model...Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial… more
- Truist (Charlotte, NC)
- …Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ensure ... overall transaction and escalate complex matters to Team Lead and/or Divisional Sales Management. + Review of Electronic Correspondence/Social Media Review to ensure… more
- Raymond James Financial, Inc. (Winston Salem, 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 ... individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with...start of the program. + Life, Health and Variable Annuity or the ability to obtain within six (6)… more
- Lincoln Financial (Greensboro, NC)
- …with case positioning & proposals, and supports the preparation for finalist sales presentations. * Leverage and apply foundational knowledge of API integrations and ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- Lincoln Financial (Charlotte, NC)
- …with our products managed by partner relationships * Assist with the sales and educational process by providing product knowledge and expertise. (eg maintaining ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more