- 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
- 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
- Comerica (Costa Mesa, CA)
- …and ability to obtain FINRA Series 66 or 65, and resident state appropriate insurance and annuity licenses + 5 years of experience in customer contact ... Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to… 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
- Aegon Asset Management (Denver, CO)
- …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
- Aegon Asset Management (Cedar Rapids, IA)
- …Proficient in one or more of the following product lines, which include life insurance , annuity products, retirement plans, health insurance , casualty ... 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
- Cornell Cooperative Extension (Queensbury, NY)
- …with the ability to drive and driving record acceptable for agency insurance coverage are required. + Communication Skills - Ability to communicate effectively, ... a retail setting - ability to maneuver around the sales floor, stockroom, and office, service vending machines, use...and Personal leave + Paid Holidays + NYS Health Insurance Program (including free Dental Insurance ) +… more
- Guardian Life (New York, NY)
- …as a complement to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and ... multiple contingent internal and external partners. + An established sales person, who can deliver complex concepts in a...million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to… more
- Lincoln Financial (Radnor, PA)
- …to support model design. * Develop a foundational understanding of insurance concepts and terminology, including individual life insurance , annuities, ... Power BI, or other Business Intelligence tools. * Basic knowledge of the insurance domain, including individual life insurance , annuities, group insurance ,… more
- Cognizant (Philadelphia, PA)
- …track record of managing different portfolios ranging from sales , new sales , programs and existing annuity business . A strong relationship-oriented bent ... Philadelphia, PA area. **Key Responsibilities** . Balance business development and sales responsibilities and be responsible for managing high quality delivery while… more