- Huntington National Bank (Rosemont, IL)
- …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
- AAA Northern California, Nevada & Utah (Billings, MT)
- …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
- 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
- Athene (Des Moines, IA)
- …Experience: + Bachelor's degree or equivalent experience required. + Industry designations (FINRA licenses, CLU . ChFC , etc) preferred. + 5 + years of ... progressive professional relationship management experience in the insurance/financial industries. + 3 + years of customer service / operationa lor sale s experienc ein th e insurance/financial services. + Strong relationship-building and communication skills.… more
- Equitable (IN)
- …driving record are required **Preferred Qualifications** + Bachelor's degree preferred + CLU , ChFC and/or CFP preferred + Previous training experience preferred ... + Experience in local area market preferred **Skills** **Effective Presentations:** Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. **Financial Services Industry:**… more
- Guardian Life (Jackson, MS)
- …**You Have** + Juris Doctor (JD) law degree required + CPA preferred + CFP/ CLU / ChFC preferred + Possess 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
- Athene (West Des Moines, IA)
- …LOMA) courses; or are currently working towards an advanced industry designation such as CLU or ChFC . + Effective verbal and written communications required to ... explain products, tools, concepts and processes to a diverse customer base. + Shown success building and fostering relationships to execute and deliver against territory/account growth. + Proven track record of implementing and advancing Advisor segmentation… more
- Equitable (Wellesley, MA)
- …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
- Manulife (MS)
- …6, 63, Life, Health, and Variable licenses required. + 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 (GA)
- …6, 63, Life, Health, and Variable licenses required. + 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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