- Insight Global (Westlake, OH)
- …Skills and Requirements * 2-3 years of experience in client services, para-planning, or sales ( life insurance sales experience is a bonus!). * A ... the go-to person for financial advisors on our insurance sales team. With 2-3 years of experience in client...What You'll Do: * Partner with advisors to create annuity case designs using the Bucket Plan Best Interest… more
- Citigroup (New York, NY)
- …work experience, with demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge of trust principles, ... and lending opportunities. This individual will also work closely with Sales leadership to help identify client engagement opportunities to progress strategy… more
- Bangor Savings Bank (Portland, ME)
- …Officer is responsible for the achievement of a variety of portfolio and sales quotas derived from the overall strategic plans and financial objectives of Bangor ... Bangor Savings Bank's policies and procedures. ACCOUNTABILITIES: Customer / Annuity Management: + Maintain existing client relationships through quantified contact… more
- Principal Financial Group (Raleigh, NC)
- …**New Business Consultant** is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding ... onboarding of new clients by accurately preparing and processing insurance, annuity , and investment account applications. Manage account openings and asset movement… more
- Raymond James Financial, Inc. (Denver, CO)
- …* Series 9 and 10 can be used instead of the 24 + State Annuity and Life License for resident state. * Additional licenses/certifications demonstrating the ... professional phone etiquette and effective communication. + Investigate and identify sales practice issues and irregularities. + Make rule-based and analytical… more
- Truist (Atlanta, GA)
- …Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ensure ... and escalate complex matters to Team Lead and/or Divisional Sales Management. + Review of Electronic Correspondence/Social Media Review...can be used in lieu of Series 66) + Life /Health and Variable Insurance Licensing + 5 or more… more
- USAA (Tampa, FL)
- …military service or a military spouse/domestic partner. + 3+ years of direct Annuity Sales Experience + Experience working in an Inbound/Outbound Call Center ... to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). + Familiar with the… more
- Thrivent Financial (Gig Harbor, WA)
- …to 3 months, you will study for and obtain necessary licenses, including: + State Life , Health and Annuity + Securities Industry Essentials (SIE) + Series 6 and ... of paid training and coaching as you obtain your state insurance licenses ( life , health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's… more
- Thrivent Financial (Pittsburgh, PA)
- …13 weeks (varies due to individual situations). These licenses include: + Resident state Life , Health and Annuity + Securities Industry Essentials + Series 6/63 ... of paid training and coaching as you obtain your state insurance licenses ( life , health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's… more
- ExxonMobil (Houston, TX)
- …your ideas to ExxonMobil to help create sustainable solutions that improve quality of life and meet society's evolving needs. Learn more about our What and our Why ... Supply (SoS) and raw material inventory planning within the Sales & Operations Planning (S&OP) framework. This role acts...on our core categories of health, security, finance, and life . We offer you:** + Pension Plan: Enrollment is… more
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