- Principal Financial Group (Raleigh, NC)
- …in the onboarding of new clients by accurately preparing and processing insurance , annuity , and investment account applications. Manage account openings and ... **New Business Consultant** is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding… more
- Lincoln Financial (Charlotte, NC)
- …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
- 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 ... for** Must-haves: * 1 - 3+ Years of experience in operations and/or insurance /benefits directly aligned to the specific responsibilities of this position. * 4… more
- Truist (Charlotte, NC)
- …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
- Lincoln Financial (Charlotte, NC)
- …on-demand releases through use of modern CI/CD tools + Strong experience in Sales Cloud, Service Cloud and Financial Services Cloud. + Required Salesforce Platform ... 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 (Greensboro, NC)
- …department, you will focus on the consolidated analysis of our statutory life insurance companies and non- insurance companies and learn how each entity ... to haves:** * Previous statutory reporting and analysis experience at an insurance company. * Previous Anaplan experience. * Professional designation that aligns… more
- Lincoln Financial (Charlotte, NC)
- …loan documentation, third party due diligence reports, title, survey, and insurance documentation for compliance with Lincoln's requirements. + Transmitting loan ... required for closing and servicing of loans. + Working knowledge of required insurance Acord forms and policies needed for closing. + Working knowledge of title… more
- Lincoln Financial (Charlotte, NC)
- …and their impacts on the Funds as well as Lincoln National Life Insurance Company. . Review, analyze and monitor financial information for the Funds to ... 1-4 years of accounting, financial reporting/analysis experience in mutual fund, insurance , or public accounting environment . Mutual fund and investment knowledge… more
- Lincoln Financial (Charlotte, NC)
- …Actuary, you will support special modeling projects for Lincoln's life insurance portfolio. You will be responsible for:** **Model Development** Work within ... changes **Assumption Updates** Supporting annual assumption updates to life insurance assumptions including experience studies and dynamic model validation Make… more
- Lincoln Financial (Raleigh, NC)
- …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