- AAA Northern California, Nevada & Utah (Farmington, UT)
- …combination of education and experience + (preferred) + 1+ years experience in Life Insurance and/or Annuity Sales (preferred) + CLU, ChFC and/or LUTCF ... and training on lead development and identification for the frontline employees, Insurance Sales Agents (P/C) and other staff who come in contact with members/… more
- TD Bank (Brattleboro, VT)
- …identify customer financial needs + Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral ... the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales , including for qualified accounts in accordance and… more
- HUB International (Providence, RI)
- …Best Place to Work RI and Worksite Health Award (superior rating). **Job Description:** The Annuity Sales VP will manage a group of producers and recruit new ... mastering the delivery of our unique value propositions. The Annuity Sales VP is paired with an...CLU, RICP and/or CFP designations highly desired. + Life Insurance license and Series 6 required. **Compensation:** Sales… more
- USAA (San Antonio, TX)
- …10 years of experience without Bachelor's Degree) + 6 years of experience in annuity product sales , relationship management, and/or annuity operations. + 3 ... years of experience in annuity and/or life insurance distribution through full-service brokerage and bank broker dealer firms. + Excellent relationship… more
- Lincoln Financial (Greensboro, NC)
- …and correcting large volumes of data *Experience with predictive analytics * Annuity product knowledge and general insurance /business knowledge *Prioritization, ... **The Role at a Glance** The AVP & Actuary, Annuity New Business Data Analytics & Assumptions will manage...for non-market inputs specific to new business, such as sales demographics, working with internal partners to determine appropriate… more
- Brokers International (Urbandale, IA)
- We are currently seeking dedicated and driven Annuity Sales Support Consultants to join our team. The Annuity Sales Support Consultant role is ... combination of education and experience. + One year of phone sales experience + Iowa Insurance license required within 90 days of employment. + Valid driver's… more
- Lincoln Financial (Omaha, NE)
- …program Lincoln has an exciting role open for an **Associate Actuary on the Annuity Qualified Actuary team** . This is a unique valuation position which offers ... opportunities to provide thought leadership on key company initiatives. The Annuity Qualified Actuary team provides guidance and ensures proper implementation of… more
- Guardian Life (New York, NY)
- …product and program launch strategies, updates, and maintenance communications to support sales activity and consumer engagement. + Support annuity wholesalers ... : + * Use KPIs relating to product launches, sales campaigns, and materials to + direct existing and...experience with annuities business - + Minimum 8 years annuity , insurance , or financial industry marketing experience.… more
- Raymond James Financial, Inc. (Denver, CO)
- **Job Summary:** The Traditional Product team oversees annuity and insurance transactions for Branch Managers as well as Financial Advisors based on certain risk ... to securities industry regulations and limit firm liability. The advisor of the Annuity and Insurance Products review team will use knowledge of industry… more
- Citigroup (New York, NY)
- …years of relevant work experience, with demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge ... process. + Sales Material - Work with Financial Planning and Insurance Product to develop and enhance internal and external presentations & marketing materials… more
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