- Fifth Third Bank, NA (St. Petersburg, FL)
- …required. Variable Annuity license is required. + Motivated by commission sales , recognition programs, and internal sales competition among co-workers. + ... of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve...66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and… more
- Lincoln Financial (Tallahassee, FL)
- …will independently assess more complex & higher value financial risks related to insurance products, determine price at which LFG will accept risks, alter coverage ... risk & pricing, and bind LFG in transactions for insurance products. You will determine whether to accept or...authority, at which to accept the risks posed by sales . * Works directly and independently with sales… more
- Truist (Weston, FL)
- …time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and ... to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from… more
- Lincoln Financial (Tallahassee, FL)
- …deferred compensation plans for senior leaders, along with company owned life insurance policies (COLIs). It also leads our financial wellness education strategy and ... plan design for agents; aligning with business objectives. Company Owned Life Insurance * Manage administration of company-owned life insurance (COLI) policies,… more
- Truist (Orlando, FL)
- …Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ensure ... and escalate complex matters to Team Lead and/or Divisional Sales Management. + Review of Electronic Correspondence/Social Media Review...in lieu of Series 66) + Life/Health and Variable Insurance Licensing + 5 or more years related retail… more
- USAA (Tampa, FL)
- …military service or a military spouse/domestic partner. + 3+ years of direct Annuity Sales Experience + Experience working in an Inbound/Outbound Call Center ... retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term… more
- Lincoln Financial (Tallahassee, FL)
- …the department and the company. + Expand / gain knowledge of the insurance industry and become familiar with the company's products, operations and distribution ... 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 (Tallahassee, FL)
- …of experience) *Substantial life product knowledge and general insurance business knowledge *Strong understanding of regulatory/accounting/capital frameworks ... 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 (Tallahassee, FL)
- …experience (Preferred)_ : + Prior external audit experience in the insurance industry strongly desired. **Application Deadline** Applications for this position will ... 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 (Tallahassee, FL)
- …frameworks (Stat/GAAP/Tax/RBC) *Substantial life product knowledge and general insurance business knowledge *Strong analytical and problem-solving skills *Strong ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more