- Equitable (Charlotte, NC)
- …experience in Financial Service Industry or related sales/customer service role + Life & Health, Series 6 , and Series 63 licenses will all be required within ... the first 180 days of employment **Preferred Qualifications** + Excellent telephone, written and verbal communication skills + Can present technical topics, present new sales ideas and conduct finals presentations + Experience in the financial or investment… more
- Principal Financial Group (Chicago, IL)
- …+ Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). + ... Resident Life and Health appointment must be attained. **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales… more
- Fifth Third Bank, NA (Shelby, MI)
- …selling skills certification and complete ongoing educational requirements as prescribed. + Series 6 , 63 and insurance licenses required. + Series ... 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period. + Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers,… more
- Huntington National Bank (Warren, OH)
- …+ Minimum of 9 months of customer service experience within Investments/Financial Services + Series 6 , Series 63, and Life and Health license Preferred ... Qualifications: + Excellent written, verbal and interpersonal communication skills as well as excellent organizational skills, and problem-solving skills. + Familiarity with investment acumen, including investment products, Individual Retirement Accounts… more
- Lincoln Financial Group (Radnor, PA)
- …and relationship management skills + FINRA SIE License - must obtain within 120 Days + FINRA Series 6 License - must obtain within 120 Days + FINRA Series 63 ... License - must obtain within 120 Days (if required by State) + Resident Life & Health insurance licenses - must obtain within 120 Days _Nice-to-haves (Preferred):_ + Sales or Customer Service experience **What's it like to work here?** At Lincoln Financial… more
- Launch That (Orlando, FL)
- …market research and analysis to identify opportunities for growth and innovation. Qualifications: + Series 6 , 7, and 63 licenses required; Series 24 license ... preferred. + 7+ years of experience in the insurance industry, with a focus on annuities and life insurance. + Proven track record of success in Broker/Dealer operations, IMO management, or as a business owner in the insurance sector. + In-depth knowledge of… more
- Truist (Salt Lake City, UT)
- …19. Effective presentation skills **Preferred Qualifications:** 1. Life License and Securities registration ( Series 6 & 63 minimum) along with CLU, ChFC, CFP ... or exceeding quota. 5. Presents, conducts and organizes seminars for agents 6 . Demonstrates technical selling skills and product knowledge in areas of life,… more
- First Horizon Bank (Memphis, TN)
- …hours. Requires rotating 24/7 on call support. **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** 1. Industry certification, such as ... schedule that requires a 7 day work week every 6 weeks. During these 7 consecutive work days, the...take direction, multi-task, and quickly adapt to shifting priorities. 6 . Exercise latitude in determining functional and technical objectives… more
- Jackson National Life Insurance Company (Lansing, MI)
- …degree preferred. + 1+ years of customer service experience required. + FINRA Series 6 license may be required for associates servicing variable annuities ... off and 10 paid holidays + 401k match program (up to 6 %) + Profit sharing opportunities (up to 6 %) We don't just accept difference - we celebrate it, we support… more
- Regions Bank (Indianapolis, IN)
- …**Preferences** + Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6 , 7, 63, 65, or 66 **Skills and Competencies** ... long term financial goals + Ability to work towards full licensing within six ( 6 ) months or a mutually agreed upon time frame **Position Type** Full time **Incentive… more