- Guardian Life (Sacramento, CA)
- …have** + Juris Doctor (JD) law degree required + CPA preferred + CFP/ CLU /ChFC preferred + Expert knowledge of tax planning, exit planning, business succession, ... executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of… more
- AAA Northern California, Nevada & Utah (Redding, CA)
- …years experience in Life Insurance and/or Annuity Sales (preferred) + CLU , ChFC and/or LUTCF Designations (preferred) Work Environment/Physical Requirements Works in ... an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job… more
- Navy Federal Credit Union (San Diego, CA)
- …organization, programs, policies and, procedures + Desire to pursue designations eg CFP, ChFC, CLU Hours: Monday - Friday, 8:30AM - 5:00PM EST; 9:30AM - 6:00PM CST; ... 8:30AM - 5:00PM PST Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX… more
- Elevance Health (Walnut Creek, CA)
- …provide an equivalent background. **Preferred Skills, Capabilities, and Experiences:** + CPCU, CLU , LOMA, HIAA, PAHM or other insurance related courses preferred. + ... Stop Loss underwriting experience preferred + Demonstrated expertise, knowledge, and proficiency in Medical Stop Loss Underwriting. For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $100,380… more
- Elevance Health (Walnut Creek, CA)
- …provide an equivalent background. **Preferred Skills, Capabilities, and Experiences:** + CPCU, CLU , LOMA, HIAA or other insurance related courses preferred. + Stop ... Loss underwriting experience preferred + Demonstrated knowledge, and proficiency in Medical Stop Loss Underwriting. For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $78,624 to $134,784.… more
- Principal Financial Group (Fresno, CA)
- …community relations. + Chartered Life Underwriter/Chartered Financial Consultant ( CLU /ChFC), Certified Financial Planner (CFP) or Chartered Leadership Fellow ... (CLF) designations desired. + Some travel required, including overnight stays (up to 15%). **Licenses and/or exams necessary for this position include:** + Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable… more
- Guardian Life (Sacramento, CA)
- …multiple projects and meeting strict deadlines. + Professional designation such as CLU , ChFC or CFP preferred. **Education** + Bachelor's degree required **Salary ... Range** $90,000 - $105,000 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities… more