- DXC Technology (Dallas, TX)
- …+ High School Diploma or equivalent. + 2-4 years of relevant experience in insurance operations, annuity processing, or related areas. + Strong understanding of ... their IT ecosystems. We offer solutions across business process outsourcing, insurance , analytics and engineering, applications, security, cloud, IT outsourcing, and… more
- DXC Technology (Tulsa, OK)
- …school diploma or GED **Preferred Qualifications** + Previous Experience in the Life Insurance and Annuity Industry + Strong communication skills + Ability to ... **Job Description:** **Key Responsibilities:** + Answers incoming phone calls regarding annuity products from advisors, clients, and beneficiaries. + Discuss all… more
- DXC Technology (Plano, TX)
- …strategy, execution, and continuous improvement of product demonstrations for our life and annuity insurance software solutions. In this role, you will lead a ... manage a team of product demonstration specialists focused on life and annuity insurance software. + Develop and implement a strategic demo framework tailored to… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …or grandfathering cannot be applied. * FINRA Series 7 required. * FINRA Series 66 or 63 and 65 required. * Life & Variable Annuity Insurance License required. ... banking industry. * Post issue product details spanning various annuity products. * Understand all aspects of variable ...annuity products. * Understand all aspects of variable annuity products. * Principles of banking and finance and… more
- DXC Technology (Nashville, TN)
- …+ High School Diploma completed + 2+ years of relevant **Life and Annuity insurance policy** experience are mandatory + Business and analytical critical ... thinking skills are required + Great communication skills and exceptional typing and documenting skills + Ability to work independently + Ability to follow oral and written directions + Microsoft Office and MS Teams work experience + Inbound/outbound customer… more
- Bank of America (New York, NY)
- …Delivering exception client/advisor experience through the purchase process and lifecycle of annuity contracts * Engagement with 3rd party insurance companies ... Head of Annuity Product Management Jacksonville, Florida;New York, New York;...income and protect against downside risk. The Head of Annuity Product is responsible for driving responsible growth, optimizing… more
- JPMorgan Chase (Jersey City, NJ)
- …Private Bank, JP Morgan Securities, and Chase Wealth Management. The Wealth Management Annuity and Life Insurance organization lives at the intersection of ... and financial security for their families and businesses. **Job Responsibilities:** The Annuity Specialist Associate will support the growth and development of the … more
- TD Bank (Keene, NH)
- …customer financial needs + Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral opportunities to ... Meets the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales, including for qualified accounts in accordance… more
- Lincoln Financial (Greensboro, NC)
- …capabilities in the FAST (Verisk) system. The configuration will support Life Insurance and Annuity Policy Administration systems from implementation through ... with business and surrounding teams to develop in-depth understanding of insurance / annuity product features & requirements and determine appropriate approach… more
- College of Saint Benedict & Saint John's University (Collegeville, MN)
- …Tax Deferred Annuity Plan. These plans are administered by Teachers Insurance and Annuity Association (TIAA). Enrollment in the retirement plan will ... our fleet vehicles, which includes a 14-passenger van. * Insurance requires a minimum age of 20 to drive...4 3% 7% 5 3% 9% Supplemental Tax Deferred Annuity Plan Full-time and part-time benefit eligible employees may… more
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