- JPMorgan Chase (Jersey City, NJ)
- …Bank, JP Morgan Securities, and Chase Wealth Management. The Wealth Management Annuity and Life Insurance organization lives at the intersection of goals-based ... and financial security for their families and businesses. **Job Responsibilities:** The Annuity Specialist Associate will support the growth and development of the … more
- JPMorgan Chase (Jersey City, NJ)
- …and financial security for their families and businesses. **Job Description:** The Annuity Specialist will provide support to advisors across Wealth Management at JP ... Morgan (Chase Wealth Management, JPMorgan Advisors, and the Private Bank) on utilizing annuity solutions to meet client investment and income needs around the Goals… more
- Lincoln Financial (Boise, ID)
- …a Glance** Lincoln has an exciting role open for an Actuary on the Annuity Qualified Actuary team. This is a unique valuation position which offers opportunities to ... provide thought leadership on key company initiatives. The Annuity Qualified Actuary team provides guidance and ensures proper implementation of reserve methodology… more
- Bank of America (New York, NY)
- Head of Annuity Product Management Jacksonville, Florida;New York, New York; Pennington, New Jersey **To proceed with your application, you must be at least 18 years ... sustainable retirement income and protect against downside risk. The Head of Annuity Product is responsible for driving responsible growth, optimizing the client… more
- Lincoln Financial (San Juan, PR)
- …75078 **The Role at a Glance** We are excited to bring on an Actuary, Annuity Projections, to play an integral role in supporting the Annuity Financial ... how assets and liabilities evolve over time for Lincoln's annuity business and will be able to uncover key...* **Industry Research** : Maintain and expand knowledge of annuity regulations, business trends and best practices. Stay current… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Annuity and Retirement Consultant (Business Growth Strategy Associate) in the National Sales Client Relationship Group ... support Financial Advisors fielding inbound and outbound calls on annuity and retirement products. Consultants will build collaborative relationships with… more
- HUB International (Providence, RI)
- …BSMG seeks to be the largest and National differential boutique in the life and annuity distribution space. We believe that acting as a fiduciary to the Advisor and ... and Worksite Health Award (superior rating). **Job Description:** The Annuity Sales VP will manage a group of producers...mastering the delivery of our unique value propositions. The Annuity Sales VP is paired with an Internal Wholesaler… more
- DXC Technology (Dallas, TX)
- …office-while enhancing customer experiences. We are seeking a **detail-oriented and customer-focused Annuity Analyst - Death Claims** to support one of our key ... financial services accounts. In this role, you will process annuity death claims with accuracy, empathy, and efficiency. You'll work closely with internal… more
- JPMorgan Chase (Plano, TX)
- **Job Responsibilities** As an ** Annuity Advisor** ,you will work in a team based office environment to offer annuities planning and advice to clients by helping to ... goals. You have a passion for educating clients on Annuity products, technology and channels available to them to...range of investment products, with a primary focus on annuity products and account types, to provide comprehensive solutions… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …GENERAL FUNCTION: Under general supervision, responsible for all aspects of processing annuity business from start to finish. Will be responsible for processing and ... reviewing all documentation for annuity (fixed and variable) in a fast-paced environment. Must...a time sensitive manner. DUTIES & RESPONSIBILITIES: + Process annuity applications, review for missing paperwork/documents and verify processing… more
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