- American Family Insurance - Corporate (Madison, WI)
- …within three months of hire. License maintenance and ongoing continuing education required. + CLU , ChFC or CFP designation must be obtained within 3 years. + ... Resident Life license within 30 days of hire. + Non-resident Life license within 90 days of hire. + Valid driver's license required plus an acceptable driving record. \#LI-Remote **Additional Information** + Offer to selected candidate will be made contingent… more
- AAA Northern California, Nevada & Utah (Pinole, CA)
- …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
- Guardian Life (Sacramento, CA)
- …degree required + Minimum of 5+ years wholesaling + Professional designation such as CLU , ChFC or CFP preferred. **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 abilities of the successful candidate. In… more
- Huntington National Bank (Minnetonka, MN)
- …life insurance, executive benefits and qualified retirement plans. + May have attained CLU , ChFC , and CFP professional designations. Exempt Status: (Yes = not ... eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds:… more
- Manulife (VA)
- …- 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
- Manulife (PA)
- …- within 180 days from the 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
- Guardian Life (Oklahoma City, OK)
- …**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
- Equitable (Kansas City, KS)
- …record in managing profitability * Demonstrated success in leadership roles **Preferred Qualifications** * CLU , ChFC and/or CFP a big plus * FINRA Series 4 ... registration is encouraged * Strong professional work history in the RBG business * Ability to make sound business and strategic decisions in partnership and conjunction with other leadership within the branch * Ability to effectively manage multiple locations… more
- Equitable (OR)
- …Washington and Alaska **Preferred Qualifications** * Bachelor's degree * Professional Designations CLU , ChFC or CFP are viewed favorably * Exceptional ... communication/interpersonal skills with excellent computer and organizational skills **Skills** **Effective** **Presentations:** Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of… more
- Principal Financial Group (Denver, CO)
- …maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant ( CLU / ChFC ), Certified Financial Planner (CFP) or Chartered Leadership ... Fellow (CLF) designations desired. + Some travel required, including overnight stays (up to 15%). **Licenses and/or exams necessary for this position include:** + Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and… more