- Equitable (Charlotte, NC)
- …in making sales pitches to client + Interpreting and explaining annuity hypotheticals/illustrations + Making pro-active phone calls to generate sales + ... 2026 Summer Intern - Individual Retirement Sales Desk ( 250000EF ) **Primary Location** :...ad-hoc projects related to the sales of annuity products **Internship Details** Dates: Nine week program starting… more
- Citigroup (New York, NY)
- …work experience, with demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge of trust principles, ... and lending opportunities. This individual will also work closely with Sales leadership to help identify client engagement opportunities to progress strategy… 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
- Lincoln Financial (Boise, ID)
- …a Glance** Lincoln has an exciting role open for an Actuary on the Annuity Qualified Actuary team. This is a unique valuation position which offers opportunities to ... provide thought leadership on key company initiatives. The Annuity Qualified Actuary team provides guidance and ensures proper implementation of reserve methodology… more
- Aegon Asset Management (Denver, CO)
- …digital transformation to support 200k+ agents (from 86,100 today) and achieve $2B+ in Life sales and $5B+ in Annuity sales . We're building a unified, ... agent-centric platform to replace fragmented systems with seamless SaaS integrations and modern cloud-native solutions. WHAT MAKES THIS ROLE UNIQUE: We're building the next generation of digital solutions in a fast-growing business, and we're looking for a… more
- Aegon Asset Management (Denver, CO)
- …digital transformation to support 200k+ agents (from 86,100 today) and achieve $2B+ in Life sales and $5B+ in Annuity sales . We're building a unified, ... agent-centric platform to replace fragmented systems with seamless SaaS integrations and modern cloud-native solutions. WHAT MAKES THIS ROLE UNIQUE: + Direct impact on transforming how 200k+ financial services agents work and grow their businesses + Lead… more
- Lincoln Financial (San Juan, PR)
- …75078 **The Role at a Glance** We are excited to bring on an Actuary, Annuity Projections, to play an integral role in supporting the Annuity Financial ... how assets and liabilities evolve over time for Lincoln's annuity business and will be able to uncover key...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Annuity and Retirement Consultant (Business Growth Strategy Associate) in the National Sales Client Relationship ... support Financial Advisors fielding inbound and outbound calls on annuity and retirement products. Consultants will build collaborative relationships with… more
- JPMorgan Chase (Plano, TX)
- **Job Responsibilities** As an ** Annuity Advisor** ,you will work in a team based office environment to offer annuities planning and advice to clients by helping to ... goals. You have a passion for educating clients on Annuity products, technology and channels available to them to...experience preferred + 2 Years experience servicing and or sales of Annuities Product + Bachelor's degree preferred. JPMorganChase,… more
- DXC Technology (Plano, TX)
- …office-while enhancing customer experiences. We are seeking a dynamic Life & Annuity Demo Strategy Leader to drive the strategy, execution, and continuous ... improvement of product demonstrations for our life and annuity insurance software solutions. In this role, you will...clearly communicate product value, address client needs, and accelerate sales and adoption. You will serve as a key… more