- JPMorgan Chase (Jersey City, NJ)
- …financial security for their families and businesses. **Overview of Role:** The Annuity Specialist will provide support to advisors across Wealth Management at JP ... Morgan (Chase Wealth Management, JPMorgan Advisors, and the Private Bank) on utilizing annuity solutions to meet client investment and income needs around the Goals… more
- Charles Schwab (Lone Tree, CO)
- …and manages all insurance company partners and vendors associated with the annuity and insurance business. CSIS is responsible for developing and maintaining all ... annuity and insurance products as well as supporting related...as supporting related platforms and tools. The Associate Regional Annuity Specialist (ARAS) supports a team of Regional … more
- LTCG (MN)
- …learning and initiative. WE ARE THE KIND OF EMPLOYER YOU DESERVE. The Manager, Annuity New Business is responsible for all Annuity New Business of multiple ... in overseeing the processing, compliance, and operational excellence of annuity administration on behalf of our clients. If you...you to apply. Job Description * Lead the day-to-day Annuity new business issuance and asset transfers while ensuring… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Annuity and Retirement Income Consultant in the Investment Product Solutions group as part of Wealth and Investment ... territories to support Financial Advisors with any questions related to annuity and retirement income products. Consultants will build collaborative relationships… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …GENERAL FUNCTION: Under general supervision, responsible for all aspects of processing annuity business from start to finish. Will be responsible for processing and ... reviewing all documentation for annuity (fixed and variable) in a fast-paced environment. Must...a time sensitive manner. DUTIES & RESPONSIBILITIES: + Process annuity applications, review for missing paperwork/documents and verify processing… more
- USAA (Phoenix, AZ)
- …**Life Actuary Senior** owns the regular pricing of fixed deferred and immediate annuity products as well as fixed indexed annuities, deferred income annuities and ... of Actuaries) Designation + 3 or more years of Annuity Pricing Experience + Experience with Moody's Analytics AXISTM...processes using VBA or other Software. + Fixed Index Annuity experience a plus The above description reflects the… more
- Aegon Asset Management (Cedar Rapids, IA)
- …and Technology). Job Description Summary As part of an elite team of annuity policy service professionals, develop and foster proactive relationships with select Top ... FINRA Series 6 (or obtain within 90 days of hire) + Knowledge of annuity product provisions and tax matters related to deferred annuities + Understanding of… more
- Brokers International (Urbandale, IA)
- The Annuity New Business Representative position reviews and process annuity new business applications for good order to ensure timely placement of policies on ... to elevate the services we provide. Desired Qualifications: + Experience in the Annuity industry + Prior customer service experience + Associate degree (AA) or… more
- MetLife (Warwick, RI)
- Technical Insurance & Annuity Advisor Location(s) + Posting Location:Tampa, Florida + Posting Location:Warwick, Rhode Island + Posting Location:West Des Moines, Iowa ... role your primary function will be to support our retail life and annuity operations teams by researching complex case scenarios and providing advice, information,… more
- Equitable (Charlotte, NC)
- EDL - PSA Sales Desk ( Annuity Internal Sales Trainee) ( 230000R8 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : ... fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales. PSA candidates are enrolled into a 6 week training… more
- Brokers International (Urbandale, IA)
- We are currently seeking dedicated and driven Annuity Sales Support Consultants to join our team. The Annuity Sales Support Consultant role is responsible for ... assisting agents throughout the entire sales process. To be successful, you must have a can-do attitude, think outside the box, be quick on your feet when you are thrown a curve ball and have a strong affinity for creating an excellent customer service… more
- Health Advocates Network (Harrisburg, PA)
- …Pennsylvania State Board of Medicine. Must be able to review disability annuity applications and attendant medical records and other documentation, testify, consult ... Any recommendation not to approve an application or to continue a disability annuity shall include a written explanation of the reason for such recommendation. Must… more
- Athene (West Des Moines, IA)
- …accurate and timely legal and strategic advice to Athene's growing and retail annuity and private placement annuity business. The Senior Counsel will work ... directly with Athene's retail annuity and global wealth teams, as well as colleagues...legal team and will work directly with Athene's retail annuity and global wealth teams, as well as colleagues… more
- MassMutual (Boston, MA)
- …experienced professional who can deliver business value by analyzing the annuity sales opportunity across MassMutual's third-party & new markets distribution ... : Identify the unique selling points for the MassMutual annuity suite across various income ages, market scenarios, and...and riders + **Sales enablement** : work with the annuity sales & marketing teams to create detailed playbooks,… more
- LTCG (MN)
- …client relationship. Illumifin is looking for a director of operations to lead Annuity New Business and Policy Service processing functions. This is a full-time ... position. The Annuity Operations area is responsible for all Annuity New Business and In-force policy administration in support of multiple carrier clients. … more
- Jackson National Life Insurance Company (Nashville, TN)
- …the Chief Compliance Officer and registered representatives on matters of annuity sales referred from Registered Investment Advisors and alternative distribution ... principal review of new account applications, compliance required forms, annuity transactions, and correspondence to and from representatives. Additional… more
- MassMutual (Boston, MA)
- **Practice Management Presenter, Key Accounts Annuity & Hybrid Team, MMSD** **Full-Time, Boston, Springfield or NYC (Hybrid)** **Opportunity** The MMSD Advisor ... to shape our value-add program. **The Team** The MMSD Annuity team is responsible for the expansion of ...Annuity team is responsible for the expansion of annuity solutions in the third-party marketplace. The team is… more
- Federal Law Enforcement Training Centers (Glynco, GA)
- …to return to work, earning their full salary with no offset to their FERS annuity . However, this waiver does not exempt the FERS annuity supplement from being ... reduced. Therefore, FERS retirees receiving a FERS annuity supplement, must be aware that like social security...be aware that like social security benefits, the FERS annuity supplement is subject to an earnings test and… more
- BlackRock (New York, NY)
- …Group (RG), develops and maintains relationships with insurance companies offering Variable Annuity , Fixed Index Annuity , Registered Index Linked Annuities, Life ... an in-depth understanding of sales enablement systems and business reporting analytics, annuity contracts and how annuities are positioned in the markets, as well… more
- Federal Law Enforcement Training Centers (Cheltenham, MD)
- …to return to work, earning their full salary with no offset to their FERS annuity . However, this waiver does not exempt the FERS annuity supplement from being ... reduced. Therefore, FERS retirees receiving a FERS annuity supplement, must be aware that like social security...be aware that like social security benefits, the FERS annuity supplement is subject to an earnings test and… more
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