- Equitable (Charlotte, NC)
- …into the fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales. PSA candidates are enrolled into a 6 week ... EDL - PSA Sales Desk ( Annuity Internal Sales Trainee) ( 250000E4 ) **Primary...training program where they learn the fundamentals of variable annuities, product positioning, and advanced sales techniques. Concurrent… more
- Truist (Charlotte, NC)
- …Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ensure ... Series 63&65 can be used in lieu of Series 66) + Life/Health and Variable Insurance Licensing + 5 or more years related retail brokerage and/or investment advisory… more
- Equitable (Charlotte, NC)
- …state securities and insurance department rules and regulations, and a foundational knowledge of variable annuity , variable life and mutual fund products as ... relationships with compliance colleagues, internal legal counsel, branch and regional staff, marketing professionals, product SMEs, and other company personnel.… more