- TD Bank (Greenville, SC)
- …9/10) (Required or ability to obtain within scheduled time) + State Life & Health Insurance License (Preferred) + FINRA Series 65 or 66 (Preferred) + FINRA ... Series 63 (Preferred) + Computer skills: In addition to MS Office software, experience in platform systems preferred (ie, Global Relay, FIS Supervision Compliance Manager, Smarsh, Sprinklr, etc.) + Ability to communicate effectively with all levels of staff… more
- TIAA (Frisco, TX)
- …Series 6 or 7; Series 63 **Licenses and Certifications** + Life and Health Insurance License (National) - Multiple Issuers required within 120 Days **Physical ... Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management… more
- TIAA (Dallas, TX)
- …Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days ... **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 5IC Related Skills Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice… more
- CVS Health (Jefferson City, MO)
- …analysis to evaluate strategic options and opportunities - Exceptional communication skills - Insurance license , as required by state law (or must obtain within ... 90 days of hire) - Proficiency in Microsoft Office, Excel, TEAMs and PowerPoint - Ability to travel 20-30% nationally **Preferred Qualifications** - Aetna system and/or product knowledge a plus. - PEO (Professional Employer Organization) experience… more
- CVS Health (Hartford, CT)
- …of the Professional Employer Organizations (PEO) industry. - Hold an active health insurance license in their resident state or become licensed within 90 ... days of employment. - Be willing to travel to visit the plan sponsor sales offices across the nation - 15-20% travel annually. - Proficient in creating and conducting formal presentations, in-person or virtually. - Possess product knowledge of medical, dental,… more
- JPMorgan Chase (Pittsford, NY)
- …compliance with industry standards. + Valid and active Life, Health, and Long Term Care Insurance license , or must be obtained within 60 days of starting in the ... role. + Strong critical thinking and analytical skills, with the ability to provide clear, concise, and timely resolution to issues. + Excellent written and verbal communication skills, including the ability to communicate effectively with all levels of… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …or grandfathering cannot be applied. * FINRA Series 7 required. * FINRA Series 66 or 63 and 65 required. * Life & Variable Annuity Insurance License required. ... Under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to provide all levels of financial services in a team environment to associates or clients of the company by combining the… more
- TD Bank (Greenville, SC)
- …and regulators** + **FINRA series 7 and 24** + **Life and Health Insurance License ** + **Ability to research, interpret and summarize relevant regulatory ... expectations, laws, regulations and impacts to Compliance Program elements** + **Experience with regulatory bodies like the Office of Currency Comptroller (OCC), Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority** **(FINRA)**… more
- Teleperformance USA (Mcallen, TX)
- …best in all that we do.** **Qualifications:** + **Possess home state Life & Health Insurance License ** + **High School Diploma or equivalent.** + **Minimum of 6 ... months of customer service experience.** + **Must be 18 years of age or older.** + **Ability to type at least 25 words per minute.** + **Comfortable with desktop computer systems and have general knowledge of Windows-based systems.** + **Customer service… more
- Edward Jones (West Palm Beach, FL)
- …+ Series 7 and 66 preferred or obtained within 3 months of hire + Insurance license preferred + Advanced industry designations (FPQP, AAMS, CAPM) preferred. + ... Understanding of a variety of financial products Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the… more