- WTW (Potomac, MD)
- …and familiarity with other relevant online tools + Must achieve and maintain insurance broker 's P&C license and complete various continuing education activities ... for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large… more
- Lincoln Financial (Trenton, NJ)
- …Lincoln Financial Group's individual life and annuity products and services - marketing, sales and distribution to new and existing clients - the legal and ... compliance aspects of designing and administering life insurance and annuity products + Identify and communicate legal exposure and risk in a timely and proactive… more
- TIAA (Dallas, TX)
- …other goals ensuring a good client experience. In addition to their sales responsibilities, the consultant performs many of the administrative functions related to ... states. This role falls under the scope of the Broker -Dealer. All licenses must be obtained within 120 days...this process. + Develop and maintain a pipeline of sales opportunities to ensure clients complete all steps to… more
- Bloomberg (New York, NY)
- …Implementation, Enterprise Services, Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045747 **Description & Requirements** ... for our customers and employees alike. Our team comprises several key pillars: sales , service, operations, culture and brand. As a department, we are united by… more
- Wellington (San Francisco, CA)
- …Management, Alternatives distribution role in the West Coast region. This sales professional will be responsible for generating investment/alternatives sales ... to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary...degree + 7-10 years of demonstrated success in external sales with financial advisors and wire houses + Proven… more
- Lincoln Financial (Greensboro, NC)
- …in the FAST (Verisk) system. The configuration will support Life Insurance and Annuity Policy Administration systems from implementation through periodic changes ... with business and surrounding teams to develop in-depth understanding of insurance /annuity product features & requirements and determine appropriate approach to… more
- Lincoln Financial (Hartford, CT)
- …a technical resource to develop complex spreadsheet models and rate files for insurance products. They will provide subject matter expertise and train end-users on ... and advise IT to ensure calculations in administrative systems appropriately align to insurance products. **What you'll be doing** What you'll be doing * Leads… more
- Thrivent Financial (Fayetteville, AR)
- …shape legacies. Through personalized strategies in financial planning, investment management, insurance , and retirement preparation, we walk alongside you every step ... and empowering clients to make knowledgeable financial decisions about investments, insurance , retirement and generosity. + Building a strong personal network… more
- MyFlorida (Tallahassee, FL)
- …college or university in Real Estate. PREFERENCES: + Licensed Real Estate Broker or Sales Associate. + Professional designations from the International ... of benefits, including career training, tuition waivers, paid vacations, insurance , and retirement programs, visit our website (https://floridarevenue.com/sites/careers/SitePages/Home.aspx) .… more
- Kestra Financial (Castle Rock, CO)
- …of business including managing client needs regarding service, administrative tasks and insurance underwriting + Manage data and plans in financial planning software ... account reviews, report generation and meeting documentation + Identify sales and asset retention opportunities; including viable alternatives when traditional… more