- USAA (Tampa, FL)
- …Subject-matter-expert level of business acumen in the areas of annuity business operations, broker dealer sales processes and paperwork, sales suitability, ... Degree) + 6 years of experience in annuity product sales , relationship management, and/or annuity operations. + 3 years...3 or more years of experience in annuity operations support and service, preferably within a broker -dealer… more
- HUB International (Fort Lauderdale, FL)
- …Limited ("HUB") is one of the largest global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and health, ... career that helps local businesses in the community + Strong community support and involvement through HUB Gives **SUMMARY:** In the Personal Lines Producer… more
- Lincoln Financial (Tallahassee, FL)
- …at a Glance** The Role at a Glance The AVP, Annuity Product Technical Support role will primarily be responsible for the development and oversight of Excel-based ... provide strategic guidance and mentorship to the team responsible for annuity technical support . This position will act as a liaison to internal and external… more
- Elevance Health (FL)
- …week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office ... team members and may assist with on-boarding of new sales associates. **How you will make an impact:** +...decision makers. + Develops strategic business plans to address broker and/or client needs. Conducts broker /agency education… more
- USG Insurance Services, Inc. (Miami, FL)
- …and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. ... necessity for staying relevant in the marketplace. Our in-house IT development and support teams, located in Canonsburg, PA, expertly oversee and manage both our… more
- Zurich NA (Tallahassee, FL)
- …with Microsoft Office Preferred Qualifications: + Bachelor's Degree + Established broker relationships. + Sales execution mindset + Creative problem-solving ... Internal marketing and production within Zurich North America in support of our cross-sell efforts + Execution of the...Establish new as well as develop existing agency and broker relationships + Working within limits and authorities on… more
- Zurich NA (Tallahassee, FL)
- …with Microsoft Office Preferred Qualifications: + Bachelor's Degree + Established broker relationships. + Sales execution mindset + Creative problem-solving ... Internal marketing and production within Zurich North America in support of our cross-sell efforts + Execution of the...Establish new as well as develop existing agency and broker relationships + Working within limits and authorities on… more
- Guardian Life (Tallahassee, FL)
- …+ Review additional materials and conduct interviews, as needed, to support risk-based testing methodologies or follow-up on potential business risk exposures. ... of state insurance laws (inclusive of NAIC). + 3-5 years of broker -dealer and registered investment advisor compliance experience, with experience at an… more
- The ODP Corporation (Boca Raton, FL)
- …Trade subject matter expertise to update Customs Compliance Manual and support with standardization of trade compliance processes. Manage the relationship with ... regulations to exercise responsible supervision and control and risk mitigation. Broker Management and performs audits to evaluate compliance levels and… more
- Citigroup (Miami, FL)
- …of the sub-function/job family. **Responsibilities:** + Perform daily reviews in support of the OSJ (Office of Supervisory Jurisdiction) and its Registered ... issues escalated + Review and approval of designated bank-channel and broker -dealer investments + Manage surveillance alerts within stated policy guidelines +… more