- Guardian Life (Annapolis, MD)
- …multiple projects and meeting strict deadlines. + Professional designation such as CLU , ChFC or CFP preferred. **Education** + Bachelor's degree required ... **Salary Range** $90,000 - $105,000 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and… more
- Guardian Life (Carson City, NV)
- …**You have** + Juris Doctor (JD) law degree required + CPA preferred + CFP/ CLU / ChFC preferred + Expert knowledge of tax planning, exit planning, business ... succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and advanced markets concepts… more
- American Family Insurance - Corporate (Madison, WI)
- …license within three months of hire. License maintenance and continuing education required. + CLU , ChFC or CFP designation must be obtained within a specific ... timeframe, as defined by manager. + Resident Life license within 30 days of hire. + Non-resident Life license within 90 days of hire. Travel Requirements + Up to 10%. Physical Requirements + Work that involves sitting/standing. Working Conditions + Not… more
- AAA Northern California, Nevada & Utah (Mesa, AZ)
- …1+ years experience in Life Insurance and/or Annuity Sales (preferred) + CLU , ChFC and/or LUTCF Designations (preferred) Work Environment/Physical Requirements ... Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on… more
- Huntington National Bank (Pittsburgh, PA)
- …insurance, executive benefits and qualified retirement plans. + May have attained CLU , ChFC , and CFP professional designations. About Huntington: Huntington ... Insurance, Inc. is a $70 million revenue full service Independent Agency wholly owned by Huntington Bancshares. The organization's 375 agents and staff partner with bank colleagues across Huntington to deliver Risk Management solutions to businesses, business… more
- Thrivent Financial (Minneapolis, MN)
- …advanced designations CFP & RICP required. + Financial services advanced designations (ie FIC, CLU , ChFC , etc.) preferred. + FINRA Series 7 and Series 66 ... required + Life insurance and Health Insurance licenses + A demonstrated ability and commitment to goals-based planning and advice. + Experience with MoneyGuidePro or similar planning software + Excellent verbal and written communication skills, including… more
- Edward Jones (Tempe, AZ)
- …hire. Advanced degree or relevant industry designation(s) preferred. eg ASA, FSA, CFA, CFP, CLU , ChFC , CPA, etc. Years of Experience: Generally, 10+ years of ... relevant financial services experience, Insurance experience preferred. Functional Knowledge: * Deep subject matter expertise in product line products * Exceptional technical aptitude and analytical skills * Highly collaborative * Highly effective written,… more
- Guardian Life (Holmdel, NJ)
- …effective public speaking. + Four-year college degree or equivalent business experience + CLU , ChFC , CFP, RICP, or other professional designations are a plus. ... + Understanding of the general agency distribution system. + Familiarity with Life Insurance & Annuity Illustration software. + Minimum 5 years industry experience preferred. You will: + Provide General Agents, agents, staff members and brokers with… more
- Thrivent Financial (Minneapolis, MN)
- …or relevant industry designation (eg, CIA, CPA, CFIRS, CAMS, CISA, CFA, CFSA, JD, CLU , ChFC , or FLMI). + Effective verbal and written communication abilities. ... Preferred: + Audit experience with capital markets, financial services or asset management functions is preferred. + Strong communicator with demonstrated ability to build collaborative relationships and perform effectively as part of a team. + Strong project… more
- Manulife (Washington, DC)
- …- within 180 days from your start date. + Professional designations such as CLU , ChFC , CFP, CLTC, LUTCF are a plus. **Preferred Qualifications:** + Strong ... understanding of market dynamics and customer needs. + Excellent communication and interpersonal skills. + Ability to work collaboratively with cross-functional teams. + Demonstrated ability to develop and implement effective sales strategies. + Strong… more
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