• Client Executive - DoD

    TekSynap (MA)
    **Responsibilities & Qualifications** This is a senior-level, customer-facing field sales role responsible for managing strategic sales activities within the ... maintaining strong customer relationships. **RESPONSIBILITIES** + Revenue Generation: Commissioned sales role + Territory Management: Oversee a designated DoD… more
    TekSynap (09/12/25)
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  • Compliance Consultant, Advertising Review

    Lincoln Financial (Greensboro, NC)
    …communications with a focus on Annuities, in addition to Lincoln's Life Insurance products, Retirement Plan Services, Group Protection and Investments. As a primary ... to this group, you will work closely with our sales and marketing teams and other departments to review...path to financial security, with products including annuities, life insurance , group protection, and retirement plan services. With our… more
    Lincoln Financial (09/03/25)
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  • Financial Advisor

    Atria Wealth Solutions (King, NC)
    …working knowledge of Allegacy FCU products and services as well as, life insurance , annuity and securities products. Proficient in operational procedures related ... assist clients in the identification, analysis and appropriate investment and insurance activity directed toward accomplishing their financial goals. Offer regularly… more
    Atria Wealth Solutions (08/23/25)
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  • CCE of Columbia & Greene Counties Taste NY Market…

    Cornell Cooperative Extension (New Baltimore, NY)
    …position works constantly in a retail setting - ability to maneuver around the sales floor, stockroom, and office, ability to operate point of sale register, office ... 20-50 lbs.). Preferred Qualifications + One (1) year retail sales experience. + Experience working in customer service and...eligibility, including: + Paid Time Off + NYS Health Insurance Program (including FREE Dental Insurance ) +… more
    Cornell Cooperative Extension (07/25/25)
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  • Manager, Investment Services

    Atria Wealth Solutions (Dublin, CA)
    …knowledge of financial institution products and services, as well as, life insurance , annuity and securities products. + Strong practical understanding of ... preparation of daily, monthly, and annual reports related to sales activities, income, expenses, and referrals. + Assist in...7, 63, 65 (or 66) Securities Registrations, and Life Insurance licenses are required. + Series 24 or Series… more
    Atria Wealth Solutions (08/14/25)
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  • Associate - Harbor Financial Group

    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 (09/09/25)
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  • Team Based Financial Advisor - Financial Synergy

    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
    Thrivent Financial (07/16/25)
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  • Actuary, Life & MoneyGuard Pricing

    Lincoln Financial (Helena, MT)
    …analysis to drive pricing decisions that meet diverse sets of profitability, risk and sales goals. **What you'll be doing** * Build & maintain pricing models in ... & inforce management to ensure pricing strategies meet all profitability, risk, and sales targets * Partner with the Centralized Pricing Model (CPM) and Quality of… more
    Lincoln Financial (09/15/25)
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  • Sr. Account Manager, Group Benefits (West Coast)

    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
    Lincoln Financial (09/09/25)
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  • Brokerage Registered Client Service Associate…

    Truist (Sarasota, 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 (09/15/25)
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