- Thrivent Financial (Fort Atkinson, WI)
- …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
- Lincoln Financial (Jackson, MS)
- …and implementation assignments & projects. You will support pre- and post- sales activity in providing guidance regarding compatibility of proposed onboarding ... will provide the ability to grow within the group insurance industry while gaining new skills and building strong...efficient automation and onboarding. + Participate in pre- and post- sales calls with brokers and customers; outlines pros &… more
- Lincoln Financial (Helena, MT)
- …issues. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If ... services and operational structure to enhance ability to identify and target sales growth opportunities. + You will provide education, information, training & advice… more
- Truist (Coral Gables, FL)
- …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
- Truist (Fort Worth, TX)
- …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
- Comerica (Dallas, TX)
- …Willingness and ability to obtain FINRA Series 66 or 65, and resident state appropriate insurance and annuity licenses + 5 years customer contact experience + 2 ... Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to… more
- Principal Financial Group (Lake Elmo, MN)
- …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
- Cornell Cooperative Extension (New Baltimore, NY)
- …license and ability to drive and driving record acceptable for agency insurance coverage are required. + Ability to communicate effectively and tactfully with ... constantly in a retail setting. This position frequently maneuvers around the sales floor, stockroom, and office. This position frequently operates point of sale… more
- Citigroup (New York, NY)
- …platform team. + Collaborate with other CPWM product specialists, like Regional Insurance Specialists, Annuity Specialists and Portfolio Consultants, to offer ... report to the Head of Financial Planning and will work under the Field Sales Group organization. This position will work closely with the Wealth Group Executives (… more
- Lincoln Financial (Omaha, NE)
- …the laws and regulations impacting Group Protection's business lines, including state insurance laws, applicable privacy laws, ERISA, HIPAA, and other laws relevant ... member of a state bar in good standing. (Required) + Experience with life insurance , disability insurance , employee benefits, and/or group insurance . +… more