- JPMorgan Chase (Commack, NY)
- …+ Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED * ... valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within...offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC.… more
- Zurich NA (New York, NY)
- …or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance . If you are a preferred vendor, please use our Recruiting ... in support of business retention, new business and determine their insurance -related needs and provide solutions. + Manage relationships with key internal… more
- HUB International (New York, NY)
- …from our corporate centers of excellence. HUB is one of the largest global insurance and employee benefits broker , providing a boundaryless array of business ... insurance , employee benefits, risk services, personal insurance , retirement, and private wealth management products and services. With over $5 billion in revenue… more
- Lincoln Financial (Albany, NY)
- …Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) **Work Arrangement:** Hybrid Preferred : Preferred employee will work 3 days a week ... role is a plus. + Solid understanding of capital markets, derivatives, and insurance products including but not limited to annuities. + Excellent quantitative and… more
- Guardian Life (Albany, NY)
- …opportunities for Guardian's various product lines, including life and disability insurance , mutual funds and annuities, by: + Preparing business valuations and ... clients and drive sales. + Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through...+ Juris Doctor (JD) law degree required + CPA preferred + CFP/CLU/ChFC preferred + Expert knowledge… more
- KeyBank (Albany, NY)
- …63 & 65 (or 66), 24, and 53 licenses *Health, life, variable insurance licenses for applicable states ** Preferred Qualifications:** *Strong knowledge of ... group of KIS registered representatives on behalf of the bank channel broker -dealer. The Central Supervision Principal is responsible for the principal supervision… more
- Lincoln Financial (Albany, NY)
- …Hartford, CT (Connecticut); Omaha, NE (Nebraska); Work from Home **Work Arrangement:** Hybrid Preferred : Preferred employee will work 3 days a week in ... of contact for external auditors and regulators (such as the Departments of Insurance ) regarding their audit requirements. * Foster a cohesive and collaborative team… more
- Doyle Security Systems (Rochester, NY)
- …Workers' Compensation (C-105.1), and Disability (DB-120.1) forms + Communicate directly with insurance broker to fulfill and document requests + Track and ... services or become a notary public (if not currently certified) Licensing & Insurance + Process and track all incoming requests for Certificates of Insurance… more
- Highmark Health (Albany, NY)
- …maintaining contact and rapport with dental staff members, office managers, insurance coordinators, hygienists and dentists throughout an assigned territory by ... Collaborate with sales and customer service to respond to client/ broker /member inquiries regarding provider contract, claim/member issues or provider… more
- Lincoln Financial (Albany, NY)
- …Wayne, IN (Indiana); Greensboro, NC (North Carolina); Work from Home **Work Arrangement:** Hybrid Preferred : Preferred employee will work 3 days a week in a ... agents and functionality. Operating system familiarity and basic navigation ( Preferred ) \#DICE **Application Deadline** Applications for this position will be… more
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