- Wells Fargo (Charlotte, NC)
- …Consistently exhibit a thorough knowledge and understanding of the specifics of each annuity product found on the Wells Fargo Investment platform, including the ... ability to explain all differences in product features and performance + Provide annuity and retirement income support via inbound/outbound calls, team meetings,… more
- Lincoln Financial (Trenton, NJ)
- …life and annuity products. Your focus will primarily be on annuity product development, administration and claim activity. **What you'll be doing** ... - the development and maintenance of Lincoln Financial Group's individual life and annuity products and services - marketing, sales and distribution to new and… more
- DXC Technology (Dallas, TX)
- …are accurate, consistent, and compliant. + Build and validate **life and annuity product illustrations** in Excel, including robust testing frameworks and ... preferred. + Expertise in **Excel-based calculations** , including testing life and annuity product illustrations and building prototypes. + Proficiency with… more
- Lincoln Financial (Greensboro, NC)
- …with business and surrounding teams to develop in-depth understanding of insurance/ annuity product features & requirements and determine appropriate approach ... part of story implementation. + Facilitates and manages discussions with insurance/ annuity operational teams regarding business functionality and/or product … more
- Raymond James Financial, Inc. (Raleigh, NC)
- …Concepts, practices and procedures of securities and banking industry. * Post issue product details spanning various annuity products. * Understand all aspects ... of the organization. * Review a client's financial profile and determine if the product they are purchasing is appropriate for their risk tolerance, income needs and… more
- NTT DATA North America (Addison, TX)
- …UAT support and production roll outs. - Technical design review for new life/ Annuity Product development and enhancements and provide inputs. - Architect design ... Qualifications:** - 5+ years as a Mainframe Vantage Programmer on life or annuity product development - 5+ years COBOL, VSAM, JCL, TSO/ISPF, SDSF, DB2, CICS… more
- Lincoln Financial (Harrisburg, PA)
- …well as other internal/external stakeholders, with a focus on Lincoln's life or annuity product lines. You will develop and strengthen relationships with ... SIE and FINRA Series 6 at time of hire. + Life and/or Annuity product knowledge strongly desired. + Strong project management skills including the critical… more
- Thrivent Financial (Champaign, IL)
- …with Financial Advisors to assist customers/members with fixed insurance and fixed annuity product changes + Participates and drives marketing services including ... + Provides fund values and answers other fixed insurance and fixed annuity related questions + Performs routine administrative duties such as maintaining office… more
- JPMorgan Chase (Jersey City, NJ)
- …and financial security for their families and businesses. **Job Description:** The Annuity Specialist will provide support to advisors across Wealth Management at JP ... Morgan (Chase Wealth Management, JPMorgan Advisors, and the Private Bank) on utilizing annuity solutions to meet client investment and income needs around the Goals… more
- Athene (West Des Moines, IA)
- …to strengthen analytical, technical, and problem-solving skills by working regularly with our Annuity Product Support (APS) team. Many of our interns have ... Development Opportunities + Gain hands-on experience in Workforce Management and Product Support teams. + Learn forecasting, scheduling, and performance monitoring… more