- Guardian Life (New York, NY)
- …skills. + Thorough knowledge of Broker/Dealer products including; Advisory platforms, Mutual Funds , Variable Annuities, Fixed and Index Annuities, Stocks, ... and diversify their practices, clients, and income streams. The Annuity Specialist is an integral part of Park Avenue...appropriate weblinks for such, etc. + Manage and develop sales territory with WMC and AWMC to drive growth… more
- Aegon Asset Management (Denver, CO)
- …Regional Vice Presidents (RVP) with a common goal of increasing company's share of mutual funds , annuity , and insurance marketplace as well as visibility ... Job Family Internal Sales About Us At Transamerica, hard work, innovative...and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This… more
- Lincoln Financial (Radnor, PA)
- …with financial systems or tools (eg, Morningstar, FactSet, Power BI). + Familiarity with mutual funds , segregated funds , or insurance investment products. + ... We're looking for a motivated Analyst to join our Funds Management team. You'll play a key role in...and validate daily, monthly, and quarterly unit value and fund reports. + Ensure accuracy and consistency of performance… more
- Nuveen Investments (Boston, MA)
- …materials and shared sales collateral. + Provide training and support to partner sales teams on SIA ( annuity ) product knowledge, marketing assets, sales ... the defined contribution market with top performing target date funds and industry leading in-plan annuity embedded... collateral. + Provide training and support to partner sales teams on SIA ( annuity ) product knowledge,… more
- Lincoln Financial (Omaha, NE)
- …and communications with a focus on private market funds and mutual funds , in addition to Lincoln's annuity , insurance, and retirement plan products. As a ... to this group, you will work closely with our sales and marketing teams and other departments to review...Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial… more
- Jackson National Life Insurance Company (Nashville, TN)
- …**5+ years of sales experience in investments, mutual funds , insurance or annuities preferred.** **Prior annuity or investment external wholesaling ... + Meet activity requirements. **Qualifications** **Bachelor's Degree required.** **3+ years of sales experience in investments, mutual funds , insurance or… more
- Guardian Life (Pittsfield, MA)
- …system processing, ensuring timely and accurate transaction processing. Oversight of daily mutual fund trading + Limit GIAC trading exposure to market ... companies within the parent company Guardian: Guardian, Guardian Insurance and Annuity Corporation (GIAC), Guardian Life Insurance Company (GLIC), Berkshire Life… more
- Equitable (IN)
- …+ FINRA Series 6/7, LH&A and 63 required + 5 years Variable Annuities or Mutual Funds direct sales experience required + Willingness to travel 50% ... goals. Candidate must be able to identify, create and implement annuity sales opportunities. + The candidate will be responsible for communication with… more
- BlackRock (Chicago, IL)
- … Annuity , Registered Index Linked Annuities, Life Insurance, as well as ETF and mutual fund products. Professionals within the team work together to deliver a ... in class partnership to insurance clients by providing investments, sales support, thought leadership, BlackRock technologies and world-renowned risk-management… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …limit firm liability. The packaged product category includes but is not limited to mutual funds , UITs, exchange traded products and fixed income. Some guidance ... **Job Description** **Job Summary:** The Traditional Product team oversees annuity and insurance transaction exception reviews as well as packaged product… more