- Truist (Atlanta, GA)
- …Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ensure ... and escalate complex matters to Team Lead and/or Divisional Sales Management. + Review of Electronic Correspondence/Social Media Review...in lieu of Series 66) + Life/Health and Variable Insurance Licensing + 5 or more years related retail… more
- USAA (Tampa, FL)
- …military service or a military spouse/domestic partner. + 3+ years of direct Annuity Sales Experience + Experience working in an Inbound/Outbound Call Center ... retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term… more
- Truist (Charlotte, NC)
- …Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ensure ... related procedures, training and identification of potential harmful trends, sales practice patterns, conflicts of interest or issues that...in lieu of Series 66) + Life/Health and Variable Insurance Licensing + 5 or more years related retail… 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
- US Bank (Gresham, OR)
- …experience - A minimum of one to two years of job-related experience in a financial sales position are preferred. - FINRA Series 7 along with either Series 63 and 65 ... Skills - Fluency in a second language, applicable state insurance licenses are desired. __ - Applicable state licenses...Applicable state licenses - CRPC, CFP designations - Demonstrated sales and marketing abilities - Strong analytical skills to… more
- Lincoln Financial (Radnor, PA)
- …Bachelor's) (Minimum Required) * 1 - 3+ Years experience in marketing, sales , and/or technology management directly aligned to the specific responsibilities for this ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- Lincoln Financial (Fort Wayne, IN)
- …on-demand releases through use of modern CI/CD tools + Strong experience in Sales Cloud, Service Cloud and Financial Services Cloud. + Required Salesforce Platform ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- Lincoln Financial (Charlotte, NC)
- …Retirement business lines (Workplace Solutions). You will develop and execute insurance products AI governance initiatives, managing RFP AI Questions, and serving ... Machine Learning and Gen AI. You will combine your deep knowledge of insurance products with expertise in AI risk management, regulatory compliance, and exceptional… more
- Lincoln Financial (Hartford, CT)
- …Power BI, or other Business Intelligence platforms. * Background in the insurance domain, including individual life insurance , annuities, group insurance ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- HUB International (Austin, TX)
- **About Us:** HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee ... customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. **About HUB Retirement &… more