- 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 (Fort Wayne, IN)
- …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 (Fort Wayne, IN)
- …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
- Brokers International (Urbandale, IA)
- …and driven Annuity Sales Support Consultants to join our team. The Annuity Sales Support Consultant role is responsible for assisting agents throughout the ... a comprehensive benefits package including PTO, paid holidays, medical, dental, retirement plan, Employee Ownership Program, employer paid short term disability, and… more
- Charles Schwab (Lone Tree, CO)
- **Your opportunity** As a Regional Annuity Specialist within Charles Schwab's Income & Wealth Solutions Group, you will serve as a key resource for financial ... consultants, providing specialized knowledge and expertise on annuity products and solutions. Your role is to help...solutions. Your role is to help clients achieve their retirement and income goals by delivering guidance on annuities… 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 (Minneapolis, MN)
- …#:** 74899 **The Role at a Glance** We are excited to bring on a ** Retirement Consultant ** within Retirement Plan Services to join the national team ... Minneapolis MN** . In this role, you will deliver retirement planning, education, and world class service to complex...Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial… more
- Lincoln Financial (Jefferson City, MO)
- …**The Role at a Glance** We are excited to bring on an accomplished **Compliance Consultant ** to our Retirement Plan Services/Product team to work in our Fort ... consultation and technical guidance to internal/external clients on the retirement plan design, plan operation, nondiscrimination testing, compliance reviews &… more
- US Bank (Gresham, OR)
- …discover what you excel at-all from Day One. **Job Description** The Investment Consultant role provides advanced investment education and advice as it works with ... who may require multiple financial product offerings. The Investment Consultant will have access to a full product suite...will be considered. Life, Accident & Health, LTC, and Annuity licenses required at, or within 6 months, of… more
- Lincoln Financial (Fort Wayne, IN)
- …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