- Truist (Richmond, VA)
- …of Truist offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings ... escalate complex matters to Team Lead and/or Divisional Sales Management . + Review of Electronic Correspondence/Social Media Review to...can be used in lieu of Series 66) + Life /Health and Variable Insurance Licensing + 5… more
- Citigroup (Jacksonville, FL)
- …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to...in Client Service and/or Sales within financial services (banking, insurance , investments) preferred. + Prior work experience in a… more
- Citigroup (New York, NY)
- …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... seeking an innovative and detail-oriented professional to lead the development and management of the Generative AI (GenAI) testing and evaluation framework. This… more
- Citigroup (New York, NY)
- …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... an entire department + Manages day to day calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, meetings, receptions… more
- BMO Financial Group (Los Angeles, CA)
- …As a key member of the National Sales & Client Experience office at BMO Wealth Management the Practice Management Coach is the primary liaison between ... Sales Professional onboarding program for sales professionals new to BMO Wealth Management + Conduct personalized, one-on-one PWA/Sales professional onboarding… more
- Covr Financial Technologies (Hartford, CT)
- …long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... Covr processes as it relates to all types of life insurance . This individual will be a...concepts of the financial planning and life insurance industries + Strong organizational and time management… more
- Covr Financial Technologies (Houston, TX)
- Case Manager, Life Insurance REPORTS TO: Team Lead, Case Management DEPARTMENT: Insurance Operations FLSA STATUS: Exempt TRAVEL: None WORK SCHEDULE: M-F, ... process for life , long-term care, and disability insurance products sold through financial and wealth ...disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs,… more
- Covr Financial Technologies (Hartford, CT)
- …long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... Internal Wholesaler ( Life Insurance ) REPORTS TO: Chief Revenue Officer DEPARTMENT: S ales FLSA STATUS: Exempt WORK SCHEDULE: M-F, Standard business hours… more
- JPMorgan Chase (Plano, TX)
- JP. Morgan Asset & Wealth Management Finance and Business Management is looking for a Financial Associate to join their team in Plano, Texas. This role ... Financial Officer of the Global Private Bank Annuities & Life Insurance division. The position involves conducting...Execute on ad-hoc requests from various stakeholders and senior management (eg, various business senior leaders, both AWM and… more
- Capgemini (New York, NY)
- …integrators, and client teams to ensure business alignment through the full insurance life cycle. . Support go-to-market activities, proposal development, and ... ROLE** As a **Manager** or **Senior Manager** in our ** Insurance ** team focused on **Transformation Management ** ,.... 8 years of consulting or industry experience within Insurance (Property & Casualty, Life , Annuities, or… more