- 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
- US Bank (Cincinnati, OH)
- …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
- USAA (San Antonio, TX)
- …related financial services experience. + Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and ... Consultants** to join the Life Company Direct Distribution Team. As a Solutions Management Consultant , you will serve as the primary sales coach and on the job… more
- WTW (St. Louis, MO)
- …of a market leading, strategic team focused on innovation and excellence? Our Retirement Risk Management team combines expertise in DB plan management and investment ... Provide value-added consulting expertise on settlement strategy (including lump sum, annuity purchase, and plan termination feasibility) and other special projects… more
- Oracle (Dover, DE)
- …25%. **Bonus Points If You Have** + Knowledge of life insurance or annuity products, underwriting, and policy administration processes. + Experience working in Agile ... and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities… more
- The Salvation Army (West Nyack, NY)
- …responding to inquiries. + Communicate with investment custodian, external investment consultant and portfolio managers for information requests and inquiries. + ... Oversee annual charitable gift annuity filings to New York State (NYS) and New...Time Off - Vacation, Sick, Personal days + 403(b) retirement savings plan + Non-contributory Pension Plan + Professional… more
- Aegon Asset Management (Cedar Rapids, IA)
- …areas: Annuity , Employee Benefits, Data & Analytics, Life, and Retirement . The individual will manage projects that introduce functionality across multiple ... with millions of customers and thousands of employees worldwide. Our insurance, retirement , and investment solutions help people make the most of what's important… more
- Comerica (Bloomfield Hills, MI)
- …to clients. Organize client files and set up systems to assist Financial Consultant with regular follow up. Research and resolve complex and sensitive client ... 66 or 65, and resident state appropriate insurance and annuity licenses + 5 years of experience in customer...offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You… more
- Thrivent Financial (Auburn, WA)
- …Planner or Chartered Financial Analyst designation required or Chartered Financial Consultant or Certified Public Accountant or equivalent. + Securities ( 7/66, ... or 7/63 & 65) and Life, Health, and Annuity registration required + Bachelor's degree in Financial Planning,...annual salary and a monthly stipend toward health and retirement benefits for full time candidates. Compliance and Regulatory… more