- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Annuity and Retirement Consultant (Business Growth Strategy Associate) in the National Sales Client ... consultants support Financial Advisors fielding inbound and outbound calls on annuity and retirement products. Consultants will build collaborative relationships… more
- Lincoln Financial (Charlotte, NC)
- …for this opportunity. **Requisition #:** 75133 **The Role at a Glance** As the Annuity Product State Filings Consultant , you'll play a pivotal role in ensuring ... as a key resource supporting product compliance and state filing outcomes for our annuity products. **What you'll be doing** + Participates in Annuity product… more
- Lincoln Financial (Charlotte, NC)
- …Glance** We're seeking a seasoned Program Manager to lead complex Life and Annuity IT initiatives. This role blends strategic program oversight with agile delivery ... or equivalent experience required. _Nice-to-haves:_ + Strong understanding of Life and Annuity ecosystems and SaaS transformation. + Proven experience in Life and … more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Retirement Development Consultant (Business Growth Strategy Consultant ) in the National Sales Client ... support Financial Advisors fielding inbound and outbound calls on annuity and retirement income products. Consultants will... cases to achieve stated sales goals. Specifically, the consultant will be handling calls on complex Retirement… more
- Lincoln Financial (Charlotte, NC)
- …teams. **What you'll be doing** *Serve as an internal actuarial consultant , filling various key actuarial resource needs within corporate finance. *Assignments ... as AXIS, MG-ALFA, Dataiku, Tableau, or similar *Life insurance and annuity in-depth product knowledge *Strong understanding of regulatory and accounting frameworks… more
- Lincoln Financial (Charlotte, NC)
- …75121 **The Role at a Glance** We are excited to bring on a Consultant , Project Management Support to the Group Protection Portfolio Enablement Organization. The ... Consultant , Project Management Support will contribute to the execution...with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of… more
- Lincoln Financial (Charlotte, NC)
- …this opportunity. **Requisition #:** 75036 **The Role at a Glance** As a **Training Consultant ** , you will act as a resource to aligned internal business partners ... that support the goals and strategic development efforts of Retirement Plan Services. **What you'll be doing** * Acts...Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial… more
- TIAA (Charlotte, NC)
- The Senior Planned Giving Technical Consultant job provides expert advice to the department's management and staff regarding legal, tax, and regulatory requirements ... law, state and federal tax law, and state gift annuity regulation. + Works with relationship managers and gift...incentive plans). **Company Overview** Every worker deserves a secure retirement . For more than 100 years, TIAA has delivered… more
- Lincoln Financial (Charlotte, NC)
- …**The Role at a Glance** We are excited to bring on a Consultant , Advertising Compliance to support our Lincoln Financial Distributors (wholesale) business unit in ... on Annuities, in addition to Lincoln's Life Insurance products, Retirement Plan Services, Group Protection and Investments. As a...Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial… more
- Lincoln Financial (Charlotte, NC)
- …**Requisition #:** 74826 **The Role at a Glance** As a Senior Consultant , Fund Admin, Regulatory, you will prepare complex regulatory filings including the ... security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and… more
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