- Bank of America (Jacksonville, FL)
- …skills - structuring presentations, written, and verbal Required qualifications: + Life/Health/ Variable Annuity or ability to obtain within 120 days ... Head of Annuity Product Management Jacksonville, Florida;New York, New York;...income and protect against downside risk. The Head of Annuity Product is responsible for driving responsible growth, optimizing… more
- Guardian Life (Tallahassee, FL)
- …industry experience. + FINRA Series 6, preferred. + In-depth knowledge of various annuity products, including fixed, variable , and indexed annuities. + Excellent ... is a full tme, remote-based position. **Position Summary** Guardian's Annuity New Business CARE team seeks a dynamic and...and knowledgeable individual to join our team as an ** Annuity Relationship Manager** . We are looking for someone… more
- Lincoln Financial (Tallahassee, FL)
- …regulatory bodies and agencies + Prepare and maintain registration statements for Lincoln's variable life and annuity products + Draft prospectuses and other ... segments that are responsible for designing and administering Lincoln's individual life and annuity products. Your focus will primarily be on annuity product… more
- Humana (Fort Myers, FL)
- …the local territory (Lee County)** **Preferred Qualifications** + Active Florida Life and Variable Annuity Insurance license + Associate's or Bachelors' degree + ... services in a field setting. Some of our additional products include: Life, Annuity , Indemnity, Dental, Vision, Prescription, and more. Humana has an inclusive and… more
- Fifth Third Bank, NA (St. Petersburg, FL)
- …insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required. + Motivated by commission sales, recognition ... programs, and internal sales competition among co-workers. + Ability to motivate others in a team environment. + Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes. + Demonstrated… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …an exemption or grandfathering cannot be applied + Series 7, 9/10 or 24, 66 or 63/65 required + Series 53, Life, Health and Variable Annuity Licenses preferred ... + Perform reviews of client accounts and documents submitted by the branch. + Educates branch staff associates. + Escalates concerns to senior management and may propose new policies or procedures regarding risk, adhering to compliance and operational risk… more
- Raymond James Financial, Inc. (Sarasota, FL)
- …Series 63 & 65, or 66 as required by state. + Life, Health, and Variable Annuity Insurance Licenses. + NFA Commodities License required if any commodities ... trading is done in the branches. more
- Raymond James Financial, Inc. (West Palm Beach, FL)
- …Series 63 & 65, or 66 as required by state. + Life, Health, and Variable Annuity Insurance Licenses. + NFA Commodities License required if any commodities ... trading is done at the branch. more
- Kestra Financial (Tampa, FL)
- …+ 2+ years of relevant industry experience + Current Florida 2-14/15 Life and Variable annuity license + Estate planning and case design experienced preferred + ... Knowledge of Microsoft Office applications + Bachelor's degree in related field preferred + Excellent communication and organizational skills The Skills we are hiring for: + Strong customer service skills on the phone and face-to-face + Passion for people,… more
- Truist (Orlando, FL)
- …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