- First Horizon Bank (Knoxville, TN)
- …Onsite listed in the job posting. **Summary:** Responsible for operational and sales -related support of life- insurance licensed bankers across First Horizon's ... support for our licensed bankers in the areas of sales tracking, paperwork completion, system usage and annuity...A thorough understanding of annuities, basic investment and life insurance products, as well as their application in a… more
- Thrivent Financial (Gig Harbor, WA)
- …build, grow and protect financial well-being through purpose-based advice, investments, insurance , banking and generosity. At Thrivent, you'll receive the support, ... paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7...obtain necessary licenses, including: + State Life, Health and Annuity + Securities Industry Essentials (SIE) + Series 6… more
- Thrivent Financial (Pittsburgh, PA)
- …build, grow and protect financial well-being through purpose-based advice, investments, insurance , banking and generosity. At Thrivent, you'll receive the support, ... paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7...These licenses include: + Resident state Life, Health and Annuity + Securities Industry Essentials + Series 6/63 or… more
- City of Boise (Boise, ID)
- …zero-premium healthcare option for you and your family and a generous lifetime- annuity pension plan through PERSI. In addition, you'll receive three weeks of ... operations budgets and asset replacements. Serves on the commodities sales committee and provides oversight for crop sales...Leave Life & Long Term Disability: + Basic Life insurance at no cost to you + Long Term… more
- Truist (Rockville, MD)
- …time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and ... to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from… more
- USAA (San Antonio, TX)
- …lead multiple teams of Health, Life or Retirement Income Specialists, Sales /Solutions Consultants, and/or Business Process Owners who are responsible for providing ... Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating… more
- Principal Financial Group (Addison, TX)
- …in the onboarding of new clients by accurately preparing and processing insurance , annuity , and investment account applications. Manage account openings and ... **New Business Consultant** is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding… more
- Aegon Asset Management (Philadelphia, PA)
- …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, ... company, with millions of customers and thousands of employees worldwide. Our insurance , retirement, and investment solutions help people make the most of what's… more
- Equitable (Charlotte, NC)
- …a detail-oriented individual are preferred + Experience with employee benefits, life insurance , mutual fund and annuity product development, analysis and ... updates, and regulatory implementations Center of excellence support: + Sales team technical product support - RVP's, sales... Sales team technical product support - RVP's, sales desk, via phone and in person for large… more
- Cognizant (Pleasanton, CA)
- …track record of managing different portfolios ranging from sales , new sales , programs and existing annuity business . A strong relationship-oriented bent ... 3 days per week. **Key Responsibilities** . Balance business development and sales responsibilities and be responsible for managing high quality delivery while… more