- Lincoln Financial (Radnor, PA)
- …join an award-winning, digital first marketing department? Let's talk! We're seeking a Marketing Specialist to join our Annuity marketing team. ... financial industry and annuity market; assessing impact, and collaborating with marketing , product , sales and management to implement and drive marketing… more
- Charles Schwab (Lone Tree, CO)
- …Collaboration: + Work closely with product development, compliance, and marketing teams to ensure annuity solutions are aligned with Schwab's ... **Your opportunity** As a Regional Annuity Specialist within Charles Schwab's Income...needs. + Provide ongoing support to advisors by delivering product knowledge, insights, and tailored recommendations. Client Engagement: +… more
- Athene (West Des Moines, IA)
- …Athene annuity products, using a variety of tools, including product illustration software and the company intranet site! Accountabilities: + Handle inbound ... environment at our various locations. Purpose: The Internal Sales Specialist provides telephonic sales support to agents and distributors...calls from 800-line, assisting with product and sales questions, while meeting minimum call volume… more
- Lincoln Financial (Fort Wayne, IN)
- …to 9 PM ET). Additional responsibilities include assisting in variable product releases, separate account reconciliations, and LVIP transfer agency oversight. **What ... you'll be doing** **As Fund Administration and Operations - Specialist you will gain experience in:** + Operational and...**Nice to Have:** + Experience with variable life or annuity products. + Experience writing SQL or VBA is… more
- Lincoln Financial (Radnor, PA)
- …experience, ideally in either an investment management or investment specialist / product strategist/client portfolio manager role for alternative investments. ... and external clients. Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to...Be the subject matter expert for private market funds product set. Approach the role as a business owner,… more
- Lincoln Financial (Augusta, ME)
- …opportunity. **Requisition #:** 74896 **The Role at a Glance** As a Specialist , you will consult, analyze, and deliver on more complex assignments/projects within ... renewal requests for proposals/ coverage(s) for Life and Disability product lines in the segment size of 750 to...& information received from quote requests from brokers & marketing representatives. * Liaises with operational teams to ensure… more
- Principal Financial Group (Des Moines, IA)
- …providing innovative solutions for retirement planning and investment. As a **Sales Support Specialist ** at Principal, you will play a crucial role in supporting our ... sales team, becoming a product knowledge and sales expert along the way. This...the kinds of things you'll do: + Promote variable annuity products through inbound phone contact with financial advisors… more