- AAA Northern California, Nevada & Utah (Roseville, CA)
- …equivalent combination of education and experience + (preferred) + 1+ years experience in Life Insurance and/or Annuity Sales (preferred) + CLU, ChFC and/or ... sales process in the completion of required financial, activity and sales reporting. + Provides life sales support and training on lead development and… more
- Humana (Sacramento, CA)
- …educate beneficiaries on our services in a field setting. Our teams also sell Life , Annuity , Indemnity, Dental, Vision, Prescription plans, and more. Humana has ... help us put health first** With over 10 million sales interactions annually, Humana understands that while great products...or be willing to relocate** + **Active Health & Life Insurance Licenses** + 2 or more years of… more
- Humana (Santa Ana, CA)
- …limits (or higher, based on state requirements). **Preferred Qualifications** + **Active Life and Variable Annuity Insurance License** . + Prior experience ... caring community and help us put health first** With over 10 million sales interactions annually, Humana understands that while great products are important, it's… more
- Deloitte (Fresno, CA)
- …in the following activities: + Proactively follow current market trends across life insurance and annuity products, markets and regulations; anticipate future ... distribution, finance, and other functions + Actively support the sales process with other senior leaders + Assist the...for a subset of the full range of individual life insurance and annuity products + 2+… more
- Principal Financial Group (Elk Grove, CA)
- …**Licenses and/or exams necessary for this position include:** + Resident state Life /Health and Variable Annuity license; non-resident state Life /Health ... of equivalent experience. + 4+ years related work experience, including sales and management. + Recruiting of experienced financial advisors, strongly preferred.… more
- Athene (CA)
- …years' prior wholesaling experience. + Knowledge of Fixed Indexed and Registered-Indexed Linked Annuity Marketplace. + Life & Health License and FINRA Series 6 ... Dealer Channel. The RVP will partner with the Division Sales VP in developing and leading the wholesaling efforts...not be considered. Accountabilities: + Work closely with VP/Division Sales Manager to develop an appropriate business plan to… more
- Atria Wealth Solutions (Dublin, CA)
- …working knowledge of financial institution products and services, as well as, life insurance, annuity and securities products. + Strong practical understanding ... here for our members throughout all their stages of life . Meeting them with the products and services to...preparation of daily, monthly, and annual reports related to sales activities, income, expenses, and referrals. + Assist in… more
- WTW (San Francisco, CA)
- **Description** **The Role** ** Sales (55%)** + Annual sales goals: USD 4.5M annually (new business) + Build a pipeline for integrated and/or global solutions, ... client account planning sessions to identify high probability opportunities + Lead sales opportunities with clients and prospects by articulating & pitching the… more
- Citigroup (San Francisco, CA)
- …FINRA Registration requirements within 150 days of hire date. + Required: Group 1 - Life and Variable Annuity License + Must meet ALL requirements within 150 ... responsibilities, setting vision and productivity goals, overall market profitability, sales , operations, recruiting/salesforce growth, and adhering to all regulatory… more
- Cognizant (Pleasanton, CA)
- …track record of managing different portfolios ranging from sales , new sales , programs and existing annuity business . A strong relationship-oriented bent ... 3 days per week. **Key Responsibilities** . Balance business development and sales responsibilities and be responsible for managing high quality delivery while… more