- AAA Northern California, Nevada & Utah (Bozeman, MT)
- …combination of education and experience + (preferred) + 1+ years experience in Life Insurance and/or Annuity Sales (preferred) + CLU, ChFC and/or LUTCF ... and training on lead development and identification for the frontline employees, Insurance Sales Agents (P/C) and other staff who come in contact with members/… more
- TD Bank (Burlington, VT)
- …identify customer financial needs + Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral ... the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales , including for qualified accounts in accordance and… more
- HUB International (Providence, RI)
- …Best Place to Work RI and Worksite Health Award (superior rating). **Job Description:** The Annuity Sales VP will manage a group of producers and recruit new ... mastering the delivery of our unique value propositions. The Annuity Sales VP is paired with an...CLU, RICP and/or CFP designations highly desired. + Life Insurance license and Series 6 required. **Compensation:** Sales… more
- Brokers International (Urbandale, IA)
- We are currently seeking dedicated and driven Annuity Sales Support Consultants to join our team. The Annuity Sales Support Consultant role is ... combination of education and experience. + One year of phone sales experience + Iowa Insurance license required within 90 days of employment. + Valid driver's… more
- JPMorgan Chase (Jersey City, NJ)
- …Bank, JP Morgan Securities, and Chase Wealth Management. The Wealth Management Insurance and Retirement Solutions (IRS) organization lives at the intersection of ... and financial security for their families and businesses. **Job Description:** The Annuity Specialist will provide support to advisors across Wealth Management at JP… more
- Equitable (Charlotte, NC)
- …the fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales . PSA candidates are enrolled into a 6 week ... EDL - PSA Sales Desk ( Annuity Internal Sales...EDL - PSA Sales Desk ( Annuity Internal Sales Trainee) ( 250000E4...start date * Must have Resident Life and Variable Insurance Licenses or be willing to obtain within 180… 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
- 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
- Citigroup (New York, NY)
- …years of relevant work experience, with demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge ... process. + Sales Material - Work with Financial Planning and Insurance Product to develop and enhance internal and external presentations & marketing materials… 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