- Cognizant (Dallas, TX)
- …selling contexts, ranging from sales, new sales, sales programs, and existing annuity business . Extensive experience in positioning and selling digital services / ... provide flexibility wherever possible, and we are here to support a healthy work- life balance though our various wellbeing programs. Based on this role's business… more
- Principal Financial Group (Addison, TX)
- …onboarding of new clients by accurately preparing and processing insurance, annuity , and investment account applications. Manage account openings and asset movement ... field preferred. + 2+ years of related work experience in life insurance/broker-dealer or RIA operations: client service, account opening, account management,… more