- Raymond James Financial, Inc. (Troy, MI)
- …branch operations, advisor transitions, and client service for the One Insurance Solution Team. This role ensures smooth onboarding, accurate processing, and ... service issues while coordinating with internal departments, advisors, and insurance carriers. **Essential Duties and Responsibilities** + Support branch operations… more
- Raymond James Financial, Inc. (Troy, MI)
- …supervision, the Service Associate provides foundational support to the One Insurance Solution Team. This role focuses on administrative tasks, advisor service, ... and operational support while building knowledge of insurance processes and internal systems. **Essential Duties and Responsibilities** + Monitor and manage shared… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …experience, education, and/or training approved by Human Resources. **Licenses/Certifications** + Insurance license preferred or the ability to obtain within 3 ... months of hire. + SIE preferred or the ability to obtain within 6 months of hire. + FINRA Series 7 preferred or the ability to obtain within 6 months of hire. more
- Robert Half Office Team (Las Vegas, NV)
- …We are looking for a dedicated Policy Service Specialist to support our life insurance and annuity operations in Las Vegas, Nevada. In this long-term contract ... exceptional customer service and build client relationships. * Experience in the insurance industry or a related field is preferred but not required. TalentMatch(R)… more
- Stark Tech Group (Syracuse, NY)
- …rate is dependent on the level of expertise and includes pension, health insurance and annuity . The Company provides the necessary tools, equipment, vehicle ... + Paid Time Off & Holidays + 401(k) with employer match + Medical/Dental/Vision insurance + Health Savings Account (HSA) and Flexible Spending Account (FSA) + HSA… more
- Principal Financial Group (Des Moines, IA)
- …to detail, thorough change validation, and an accountability mentality + Apply Life Insurance and/or Annuity product knowledge to understand and explain model ... and effective communication and presentation skills + Knowledge of Individual Life Insurance and/or Annuities + Knowledge of MG-ALFA or other actuarial modeling… more
- Equitable (Syracuse, NY)
- …(Bash, PowerShell, Python, R, Visual Basic, JavaScript, etc.) * Experience with life insurance and annuity product analysis and/or business data analysis * Basic ... understanding of database design patterns (3NF and Kimball Star Schema) * Basic understanding of linear regressions * Familiarity with the Agile manifesto and some of the different methodologies in the Agile ecosystem (Scrum, Kanban, XP, Lean, etc.) *… more
- Equitable (Charlotte, NC)
- …related to wholesale distribution functions of EDL that include the distribution of variable annuity , group annuity , life insurance and mutual funds. As ... Officer, you'll be responsible for the following: * Monitoring FINRA, SEC, State and Insurance department laws, rule and regulations and ensure that EDL meets new or… more
- Jackson National Life Insurance Company (Nashville, TN)
- …annuities required.** **5+ years of sales experience in investments, mutual funds, insurance or annuities preferred.** **Prior annuity or investment external ... **FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.** We don't just accept difference -...Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National… more
- TEKsystems (West Des Moines, IA)
- …management, insurance , compliance, or a related role. + Prior experience with life/ annuity insurance operations or products is a plus. + Strong analytical ... compliance with risk governance frameworks, with a focus on life insurance -specific risks, including operational, insurance , investment, and strategic risks.… more