- 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
- 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...66 (63/65) license is required + Life and Health Insurance licenses (This role requires you to be licensed… more
- DXC Technology (Plano, TX)
- …strategy, execution, and continuous improvement of product demonstrations for our life and annuity insurance software solutions. In this role, you will lead a ... clearly communicate product value, address client needs, and accelerate sales and adoption. You will serve as a key...team of product demonstration specialists focused on life and annuity insurance software. + Develop and implement… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …or grandfathering cannot be applied. * FINRA Series 7 required. * FINRA Series 66 or 63 and 65 required. * Life & Variable Annuity Insurance License required. ... executing unsolicited orders and offering guidance in relation to other associated sales practice activities and requirements. Guidance is provided to perform varied… more
- Lincoln Financial (Phoenix, AZ)
- …leadership. The individual will work on products developed in partnership with Annuity Product and will work across business units and functions. **What you'll ... *Perform pricing analysis and analyze the pricing results for new/redesigned annuity contract and rider benefits. *Determine appropriate assumptions and how to… more
- Lincoln Financial (Cheyenne, WY)
- …part in pricing fixed, fixed indexed, registered index-linked, and variable annuity products in support of Lincoln's strategic initiatives, working closely with ... using vendor or internally developed software, analyze pricing results for annuity contract and rider benefits, determine appropriate assumptions, and model product… more
- Lincoln Financial (Greensboro, NC)
- …75111 **The Role at a Glance** The Role at a Glance: As the Annuity Inforce Business Analyst, your role will be to consult/analyze and deliver business requirements ... Office Suite (Word, Excel, PowerPoint, Outlook). * Has a deep knowledge base of Annuity products including but not limited to full understanding of base annuity … more
- Lincoln Financial (Fort Wayne, IN)
- …for this opportunity. **Requisition #:** 75133 **The Role at a Glance** As the Annuity Product State Filings Consultant, you'll play a pivotal role in ensuring our ... as a key resource supporting product compliance and state filing outcomes for our annuity products. **What you'll be doing** + Participates in Annuity product… more
- DXC Technology (Tulsa, OK)
- …across the Enterprise Technology Stack for business process outsourcing, insurance , analytics and engineering, applications, security, cloud, IT outsourcing, and ... modern workplace.Our DXC Insurance Services help our customers optimize and transform operations,...customer experience transformation. **Essential Job Functions:** + **Life & Annuity Contact Center Operation Manager** + Oversees the day-to-day… more
- Lincoln Financial (Omaha, NE)
- …reserves and capital results under VM-21 for reporting and Lincoln's variable annuity hedging program. *Partner with Market Risk Management to report the VA ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more