- Raymond James Financial, Inc. (St. Petersburg, FL)
- …resource for internal and external associates with respect to IRAs and other retirement plan issues + Keeps current on legislative and regulatory changes ... and offsite training activities to help drive high quality service and performance + Prepares training materials, or assists...impact the end-clients + Providing support and guidance for retirement plan efforts + Reviewing materials for… more
- Publix (Lakeland, FL)
- …beneficiary claims for PROFIT Plan distributions, + Providing premier customer service to lobby visitors who are contemplating retirement and/or needing ... **33789BR** **Position Title:** PROFIT Plan Claims Processing Specialist, Retirement -...years of claims processing experience, or 4 years customer service experience in retirement related field +… more
- Bristol Myers Squibb (Tampa, FL)
- …operational and systems issues. + Documents and deploys processes for savings and retirement plan operations and service support, with process improvement ... Professional with a focus on 401(k) savings and retirement plan management. This position will play...role will partner closely with Total Rewards Strategy and Service Delivery Management Partners, People Services Capability… more
- Aegon Asset Management (FL)
- …obtain within six months. + Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification ... Serves as a trusted connector to Transamerica products and services for retirement advice. Job Description Responsibilities...approaches to promote participant action toward a fully funded retirement ; deliver on key plan metrics (ie… more
- Lincoln Financial (Tallahassee, FL)
- …at a Glance** We are excited to bring on an accomplished **Compliance Consultant** to our Retirement Plan Services /Product team to work in our Fort Wayne IN ... with products including annuities, life insurance, group protection, and retirement plan services . With our...and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln… more
- Lincoln Financial (Tallahassee, FL)
- …**The Role at a Glance** We are excited to bring on an **Account Manager** to our Retirement Plan Services business line to work from home or partially in ... service team and intermediaries to provide first class service to our Retirement Plan ...with products including annuities, life insurance, group protection, and retirement plan services . With our… more
- Wolters Kluwer (Tallahassee, FL)
- …Remote US locations **OVERVIEW** You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive ... ftwilliam.com Managed Services /Business Process Outsourcing (BPO) sales within your territory. You...of new opportunities + Develop an understanding of the retirement plan administration market, our customers (TPAs,… more
- Lincoln Financial (Tallahassee, FL)
- …to financial security, with products including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of ... * Collaborate with senior leadership to develop and refine strategy and plan design for agents; aligning with business objectives. Company Owned Life Insurance… more
- USAA (Tampa, FL)
- …strategies and understand the steps in creating an effective retirement income plan . + Recommends relevant financial product and services and refers for ... events and understands the role of annuities in a retirement income plan . Documents relevant information as...plan , as well as USAA's financial products and services . + Integrate risk management tools, products, and strategies… more
- MyFlorida (Tallahassee, FL)
- …. Requisition No: 859462 Agency: Management Services Working Title: RETIREMENT SPECIALIST III - 72002616 Pay Plan : Career Service ... Compensation Estimator Tool (https://compcalculator.myflorida.com/) Benefits Specialist/Retired Payroll Division of Retirement State of Florida Department of Management Services… more