- FinThrive (Plano, TX)
- …resolution plans Lead regular meetings, serving as technical subject matter expert on Insurance Discover solutions , with client stakeholders and supporting ... As an integral member of the FinThrive team, the Insurance Discovery Solutions Advisor is...the performance of a client portfolio for a contingency-based insurance discover solution, which will include individual… more
- Usaa (Plano, TX)
- …on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long ... calls triggered from underwriting work items. Asks questions to discover key information, including life events, and to understand...term care products. Recommends relevant life insurance product and solutions and refers members… more
- Usaa (Plano, TX)
- …members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need ... of what truly makes us special and impactful. The Opportunity The IntermediateLife Solutions Specialist helps to ensure the financial security of our membership by… more
- Usaa (Plano, TX)
- …advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions , estate planning and enhanced solutions ... various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities… more
- Usaa (Plano, TX)
- …various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of annuities ... income plan. Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.… more
- Cisco Systems, Inc. (Dallas, TX)
- …coverage, and basic life insurance . Please see the Cisco careers site to discover more benefits and perks. Employees may be eligible to receive grants of Cisco ... Global Enterprise Segment desires to bring onboard a hardworking Solutions Engineer (SE), that will be working as a...Engineer (SE), that will be working as a trusted advisor and partner to top Enterprise Organizations. Your Impact… more
- Edward Jones (Carrollton, TX)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- USAA (Plano, TX)
- …advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions , estate planning and enhanced solutions ... inbound and outbound phone calls. + Asks questions to discover key information and retirement events and understands the...Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to… more
- US Bank (Irving, TX)
- …A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn ... new skills and discover what you excel at-all from Day One. **Job...excel at-all from Day One. **Job Description** This Principal Solutions Architect (PSA) position will focus on application and… more
- Travelers Insurance Company (Richardson, TX)
- …property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine ... decisions + Exercise critical thinking and decision-making skills to become a trusted advisor solidifying customer confidence + Make a difference to our customers by… more
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