- Truist (Charlotte, NC)
- …Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ensure ... related procedures, training and identification of potential harmful trends, sales practice patterns, conflicts of interest or issues that...can be used in lieu of Series 66) + Life /Health and Variable Insurance Licensing + 5 or more… more
- Lincoln Financial (Charlotte, NC)
- …The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... with our products managed by partner relationships * Assist with the sales and educational process by providing product knowledge and expertise. (eg maintaining… more
- Lincoln Financial (Charlotte, NC)
- …The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... use of modern CI/CD tools + Strong experience in Sales Cloud, Service Cloud and Financial Services Cloud. +...clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With… more
- Raymond James Financial, Inc. (Winston Salem, NC)
- …ability to obtain them within four (4) months from the start of the program. + Life , Health and Variable Annuity or the ability to obtain within six (6) months ... The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a… more
- Lincoln Financial (Charlotte, NC)
- …The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... deferred compensation plans for senior leaders, along with company owned life insurance policies (COLIs). It also leads our financial wellness education… more
- Atria Wealth Solutions (King, NC)
- …working knowledge of Allegacy FCU products and services as well as, life insurance, annuity and securities products. Proficient in operational procedures ... goals. + Provide regular feedback to the investment group management regarding sales practices and business development initiatives. + Represent the firm in… more
- Lincoln Financial (Greensboro, NC)
- …The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... of a state bar in good standing. (Required) + Experience with life insurance, disability insurance, employee benefits, and/or group insurance. + Experience drafting… more
- Lincoln Financial (Greensboro, NC)
- …The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... pronouncements and their impacts on the Funds as well as Lincoln National Life Insurance Company. . Review, analyze and monitor financial information for the Funds… more
- Lincoln Financial (Charlotte, NC)
- …The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... (Alts Funds), Lincoln Financial Investments Corporation (LFI), and Lincoln National Life 's managed separate accounts. The Funds Management compliance team primarily… more
- Lincoln Financial (Greensboro, NC)
- …The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, ... platforms. * Background in the insurance domain, including individual life insurance, annuities, group insurance, and/or retirement planning. * Familiarity… more