- Deloitte (Fresno, CA)
- …with data science, technology, underwriting, distribution, finance, and other functions + Actively support the sales process with other senior leaders + Assist ... on 12/31/25. Work you'll do As a Consultative Services Life Actuary Sr. Consultant in Deloitte's Human Capital group, you will bring unique actuarial, analytical,… more
- TIAA (Redwood City, CA)
- The Senior Planned Giving Technical Consultant job provides expert advice to the department's management and staff regarding legal, tax, and regulatory requirements ... law, state and federal tax law, and state gift annuity regulation. + Works with relationship managers and gift...relationship managers and gift administration and tax staff to support complex gift planning initiatives and the resolution of… more
- Principal Financial Group (Elk Grove, CA)
- …of equivalent experience. + 4+ years related work experience, including sales and management. + Recruiting of experienced financial advisors, strongly preferred. ... + Must have a broad knowledge of sales techniques, as well as regulations governing insurance and security sales . + Must have good oral and written communication… more