• Annuity Client Communication…

    Lincoln Financial (Fort Wayne, IN)
    …most business implications of the application of technology to the current business environment * Knowledge of Annuity administrative systems and processes * ... of experience in lieu of bachelor's) Nice-to-haves: * Financial Services experience * Annuity New Business systems experience * Agile and/or Waterfall delivery… more
    Lincoln Financial (07/23/25)
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  • Head of Annuity Product Management

    Bank of America (Jacksonville, FL)
    … Development + Executive Presence + Relationship Building + Strategic Thinking + Business Analytics + Client Experience Branding + Collaboration + Continuous ... Head of Annuity Product Management Jacksonville, Florida;New York, New York;...Product is responsible for driving responsible growth, optimizing the client experience, innovating with an operational excellence mindset, and… more
    Bank of America (07/22/25)
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  • Head of Annuity and Retirement Marketing

    Guardian Life (New York, NY)
    … Annuity and Retirement Marketing will lead marketing strategy and support for the annuity line of business , reporting to the Head of Product Marketing. This ... + Responsible for creating an overarching strategy for the Financial Protection- Annuity line of business . This strategy will include marrying existing… more
    Guardian Life (07/12/25)
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  • Head of Annuity Operations Distributor…

    Guardian Life (Pittsfield, MA)
    … Operations Distributor Relationships and Inforce Administration** you will lead the Annuity New Business Support Desk (assisting agents, advisors and ... Become a SME with all Guardian admin, eApp, and client /agent facing systems and be the primary trainer of...**You have** + Bachelor's Degree + 8+ years of annuity operations experience including new business and… more
    Guardian Life (07/03/25)
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  • Advisor, Supervision - Annuity & Insurance

    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 ... regulations and limit firm liability. The advisor of the Annuity and Insurance Products review team will use knowledge...to resolve any conflicts that may arise related to client accounts. * Monitors and keeps up to date… more
    Raymond James Financial, Inc. (06/12/25)
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  • Life and Annuity Call Center Rep - US…

    DXC Technology (Austin, TX)
    **Job Description:** **Principal Responsibilities:** + Provide service to Annuity or Life customers who possess a policy by responding to requests via telephone ... successfully completing required background checks and drug screenings, as mandated by client onboarding requirements. Candidates must be willing to comply with all… more
    DXC Technology (05/13/25)
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  • Head of Product & Strategy - Pension,…

    Principal Financial Group (Des Moines, IA)
    …skills: empower and develop others + Ability to influence key partners + Strong communication skills; ability to be technical and client facing + Requires strong ... leadership, and customer-centric solutions within our Retirement & Income Solutions (RIS) business ! As a strategic leader reporting to the Senior Vice President of… more
    Principal Financial Group (06/28/25)
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  • Financial Advisor Trainee - Keene, NH

    TD Bank (Brattleboro, VT)
    …on customer wants and needs + Responsible for all aspects of insurance and annuity business in their region, including sales and renewal process, application ... skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to… more
    TD Bank (07/30/25)
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  • Brokerage Client Service Associate

    Truist (Columbia, MD)
    …invited to create a profile, which will let you see your application status and any communications . If you already have a profile with us, you can log in to check ... of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of… more
    Truist (07/26/25)
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  • Centralized Brokerage Client Service…

    Truist (Tampa, FL)
    …invited to create a profile, which will let you see your application status and any communications . If you already have a profile with us, you can log in to check ... within our Centralized Group. This includes administrative and operational support, business development assistance, and providing a consistent and effective level… more
    Truist (07/15/25)
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