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Most recent job postings at annuity
via Dexian
posted_at: 5 days agoschedule_type: Full-time
Job Title: Annuities Specialist
Salary Range: $50,000 - $59,000 per year DOE...
Contract length: 12-months (extension possible)
Job Summary:
Join our team as a Contract Assurance Specialist, where you will collaborate closely with our sales and marketing teams to promote our products. This role requires a background in sales support and a strong understanding of life and annuity products, with a preference for candidates holding a life insurance
Job Title: Annuities Specialist
Salary Range: $50,000 - $59,000 per year DOE...
Contract length: 12-months (extension possible)
Job Summary:
Join our team as a Contract Assurance Specialist, where you will collaborate closely with our sales and marketing teams to promote our products. This role requires a background in sales support and a strong understanding of life and annuity products, with a preference for candidates holding a life insurance license. You will proactively engage with clients, working to retain and grow their business. If you're a proactive communicator, have a passion for relationship-building, and possess a knack for sales techniques, we want you on our team.
Key Responsibilities:
• Review existing annuity contracts to identify potential issues that could lead to cancellations or lapses.
• Initiate proactive outreach to clients to discuss their annuity contracts, assess their financial needs, and align our product offerings to meet those needs.
• Utilize effective sales strategies to retain assets, ensuring that customer solutions are in line with industry best interest and suitability standards.
• Collaborate with our Sales teams to address agent concerns and their role in customer retention efforts.
• Monitor customer account activity and foster positive relationships to enhance the overall customer experience.
• Maintain meticulous records of customer interactions and follow-up activities.
• Perform other related tasks as assigned.
Education and Experience:
• Bachelor's degree in finance, business administration, or a related field.
• Minimum of 2 years of experience in annuity sales and/or retention.
Certificates, Licenses, Professional Designations:
• Life insurance license or the ability to obtain one as required.
Skills and Qualifications:
• Exceptional customer service skills.
• Outstanding written and verbal communication skills.
• Strong interpersonal abilities and adept at relationship management.
• Proficient in analytical thinking, problem-solving, and negotiation.
• Self-motivated with the ability to thrive in a fast-paced environment.
• Team player with a cooperative spirit for working with colleagues, clients, and third parties.
• Proficiency in Microsoft Office Suite.
Working Conditions:
• This role requires on-site presence for 2-3 days a week.
If you're ready to make an impact in the world of annuity contract assurance and thrive in a dynamic, client-focused environment, we encourage you to apply. Join us in delivering excellence and securing the financial future of our clients.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status Show more details...
Salary Range: $50,000 - $59,000 per year DOE...
Contract length: 12-months (extension possible)
Job Summary:
Join our team as a Contract Assurance Specialist, where you will collaborate closely with our sales and marketing teams to promote our products. This role requires a background in sales support and a strong understanding of life and annuity products, with a preference for candidates holding a life insurance license. You will proactively engage with clients, working to retain and grow their business. If you're a proactive communicator, have a passion for relationship-building, and possess a knack for sales techniques, we want you on our team.
Key Responsibilities:
• Review existing annuity contracts to identify potential issues that could lead to cancellations or lapses.
• Initiate proactive outreach to clients to discuss their annuity contracts, assess their financial needs, and align our product offerings to meet those needs.
• Utilize effective sales strategies to retain assets, ensuring that customer solutions are in line with industry best interest and suitability standards.
• Collaborate with our Sales teams to address agent concerns and their role in customer retention efforts.
• Monitor customer account activity and foster positive relationships to enhance the overall customer experience.
• Maintain meticulous records of customer interactions and follow-up activities.
• Perform other related tasks as assigned.
Education and Experience:
• Bachelor's degree in finance, business administration, or a related field.
• Minimum of 2 years of experience in annuity sales and/or retention.
Certificates, Licenses, Professional Designations:
• Life insurance license or the ability to obtain one as required.
Skills and Qualifications:
• Exceptional customer service skills.
• Outstanding written and verbal communication skills.
• Strong interpersonal abilities and adept at relationship management.
• Proficient in analytical thinking, problem-solving, and negotiation.
• Self-motivated with the ability to thrive in a fast-paced environment.
• Team player with a cooperative spirit for working with colleagues, clients, and third parties.
• Proficiency in Microsoft Office Suite.
Working Conditions:
• This role requires on-site presence for 2-3 days a week.
If you're ready to make an impact in the world of annuity contract assurance and thrive in a dynamic, client-focused environment, we encourage you to apply. Join us in delivering excellence and securing the financial future of our clients.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status Show more details...
via Jobs At Lincoln Financial
posted_at: 4 days agoschedule_type: Full-time
Alternate Locations: Work from Home; US All Regions
Work Arrangement...
Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.
Relocation assistance: is not available for this opportunity.
Requisition #: 72433
The Role at a Glance
We are excited to bring on a Customer Service Representative to join our fast paced, high volume Annuity Contact Center team supporting our Insurance Operations organization in
Alternate Locations: Work from Home; US All Regions
Work Arrangement...
Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.
Relocation assistance: is not available for this opportunity.
Requisition #: 72433
The Role at a Glance
We are excited to bring on a Customer Service Representative to join our fast paced, high volume Annuity Contact Center team supporting our Insurance Operations organization in a work from home environment.
Background Details
The Annuity Contact Center Team will provide you with several weeks of paid training where you will gain knowledge and skills in a diverse number of products. In addition, you will also receive ongoing training, coaching and development to continue to perform and grow in this fast-paced environment.
As a Customer Service Representative, you will serve as the first point of contact for our annuity customers (i.e., policy holders, beneficiaries, financial professionals, etc.). You will be responsible for answering inbound calls where you’ll be addressing customer service inquiries and concerns. You will build rapport with and educate our customers about their life or annuities contracts while utilizing multiple resources/databases. Our goal is to deliver a positive and memorable customer experience while helping our customers feel more confident about their financial future. If this sounds like a role for you, please read on!
What you'll be doing
• You will communicate with roughly 50-90 customers throughout the day, answering questions and providing information regarding their needs/questions through the utilization of multiple applications and platforms. In addition, you will maintain customer confidentiality while complying with privacy regulations and meeting or exceeding department metrics, quality, and service standards.
• You will perform research to respond to customer inquiries and document customer interactions in the appropriate systems. You will take ownership of each call working to deescalate customer concerns as needed.
• You will communicate effectively through phone/email with internal/external stakeholders in a customer centric and professional demeanor while recognizing what needs to be done to meet customers’ expectations and demonstrates flexibility/responsiveness to meet customer needs on routine work independently.
• You will recognize general issues/concerns and identify/recommend process improvements to positively influence the team and quality.
• Training Schedule: Monday – Friday 8:30am – 5:00pm EST for first 4-8 weeks. There will be no approved time of for the first 60 days. It is recommended that there is no unapproved time in the first 90 days.
• 3-8 Weeks: Virtual classroom training including live call shadowing
• 1 Week: Guided calls with trainer support
• Available resources: Knowledge Base, team chat groups, chat-based Help Desk support
• Regular Schedule: Must be available to work 8-hour shifts Monday – Friday with earliest start of 7:55 am EST and ending no earlier than 6:05 pm EST. You may work overtime as needed during peak volume times.
• Must adhere to scheduled breaks/lunches as you are required to follow these closely
• Starting Compensation: $22.16/hour + Annual Incentive Bonus + Benefits starting day 1
What we’re looking for
Must-have experience (Required):
• High School Diploma or GED.
• 2-3 Years of general client service experience that directly aligns with the specific responsibilities of this position.
• Ability to communicate effectively (verbal/written).
• Ability to work with others and demonstrate strong interpersonal skills.
• A strong passion for helping, servicing, and educating others while utilizing analytical skills and attention to detail while displaying optimism.
• Eagerness to learn and complete research.
• Organizational skills and ability to multitask.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and general computer navigation skills.
• Ability to adhere to policies, procedures, and guidelines.
Must-have capabilities:
• If on closing shift, must be able to work until queues are closed for the day. This would be no earlier than 6:05 EST.
• Must have ability to work from home in an environment conducive to being on the phone throughout the day.
• Must have internet bandwidth of 12 Mbps (Megabits per second). Preferred bandwidth is 25 Mbps to perform at full capacity. To check internet speed, go to ‘Google’ and type in ‘Speed Test’ and simply select ‘Run Speed Test’. This will run for roughly 30 seconds. Once complete you will receive a display showing your internet bandwidth.
Nice-to have Experience (Preferred):
• Prior Financial Services experience is a plus.
• Customer service experience or data entry experience while using multiple systems.
What’s it like to work here?
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for YOU:
• A clearly defined career framework to help you successfully manage your career
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
• Effective productivity/technology tools and training
Pay Range: $22.16
Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.
About The Company
Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. As of December 31, 2022, approximately 16 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $299.2 billion in end-of-period account balances, net of reinsurance as of June 30, 2023. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and ranks among Newsweek’s Most Responsible Companies 2022. Dedicated to diversity, equity and inclusion, we are included on transparency benchmarking tools such as the Corporate Equality Index, the Disability Equality Index and the Bloomberg Gender-Equality Index. Committed to providing our employees with flexible work arrangements, we were named to FlexJobs’ list of the Top 100 Companies to Watch for Remote Jobs in 2022. With a long and rich legacy of acting ethically, telling the truth and speaking up for what is right, Lincoln was recognized as one of Ethisphere’s 2023 World’s Most Ethical Companies®.
Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos Show more details...
Work Arrangement...
Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.
Relocation assistance: is not available for this opportunity.
Requisition #: 72433
The Role at a Glance
We are excited to bring on a Customer Service Representative to join our fast paced, high volume Annuity Contact Center team supporting our Insurance Operations organization in a work from home environment.
Background Details
The Annuity Contact Center Team will provide you with several weeks of paid training where you will gain knowledge and skills in a diverse number of products. In addition, you will also receive ongoing training, coaching and development to continue to perform and grow in this fast-paced environment.
As a Customer Service Representative, you will serve as the first point of contact for our annuity customers (i.e., policy holders, beneficiaries, financial professionals, etc.). You will be responsible for answering inbound calls where you’ll be addressing customer service inquiries and concerns. You will build rapport with and educate our customers about their life or annuities contracts while utilizing multiple resources/databases. Our goal is to deliver a positive and memorable customer experience while helping our customers feel more confident about their financial future. If this sounds like a role for you, please read on!
What you'll be doing
• You will communicate with roughly 50-90 customers throughout the day, answering questions and providing information regarding their needs/questions through the utilization of multiple applications and platforms. In addition, you will maintain customer confidentiality while complying with privacy regulations and meeting or exceeding department metrics, quality, and service standards.
• You will perform research to respond to customer inquiries and document customer interactions in the appropriate systems. You will take ownership of each call working to deescalate customer concerns as needed.
• You will communicate effectively through phone/email with internal/external stakeholders in a customer centric and professional demeanor while recognizing what needs to be done to meet customers’ expectations and demonstrates flexibility/responsiveness to meet customer needs on routine work independently.
• You will recognize general issues/concerns and identify/recommend process improvements to positively influence the team and quality.
• Training Schedule: Monday – Friday 8:30am – 5:00pm EST for first 4-8 weeks. There will be no approved time of for the first 60 days. It is recommended that there is no unapproved time in the first 90 days.
• 3-8 Weeks: Virtual classroom training including live call shadowing
• 1 Week: Guided calls with trainer support
• Available resources: Knowledge Base, team chat groups, chat-based Help Desk support
• Regular Schedule: Must be available to work 8-hour shifts Monday – Friday with earliest start of 7:55 am EST and ending no earlier than 6:05 pm EST. You may work overtime as needed during peak volume times.
• Must adhere to scheduled breaks/lunches as you are required to follow these closely
• Starting Compensation: $22.16/hour + Annual Incentive Bonus + Benefits starting day 1
What we’re looking for
Must-have experience (Required):
• High School Diploma or GED.
• 2-3 Years of general client service experience that directly aligns with the specific responsibilities of this position.
• Ability to communicate effectively (verbal/written).
• Ability to work with others and demonstrate strong interpersonal skills.
• A strong passion for helping, servicing, and educating others while utilizing analytical skills and attention to detail while displaying optimism.
• Eagerness to learn and complete research.
• Organizational skills and ability to multitask.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and general computer navigation skills.
• Ability to adhere to policies, procedures, and guidelines.
Must-have capabilities:
• If on closing shift, must be able to work until queues are closed for the day. This would be no earlier than 6:05 EST.
• Must have ability to work from home in an environment conducive to being on the phone throughout the day.
• Must have internet bandwidth of 12 Mbps (Megabits per second). Preferred bandwidth is 25 Mbps to perform at full capacity. To check internet speed, go to ‘Google’ and type in ‘Speed Test’ and simply select ‘Run Speed Test’. This will run for roughly 30 seconds. Once complete you will receive a display showing your internet bandwidth.
Nice-to have Experience (Preferred):
• Prior Financial Services experience is a plus.
• Customer service experience or data entry experience while using multiple systems.
What’s it like to work here?
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for YOU:
• A clearly defined career framework to help you successfully manage your career
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
• Effective productivity/technology tools and training
Pay Range: $22.16
Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.
About The Company
Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. As of December 31, 2022, approximately 16 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $299.2 billion in end-of-period account balances, net of reinsurance as of June 30, 2023. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and ranks among Newsweek’s Most Responsible Companies 2022. Dedicated to diversity, equity and inclusion, we are included on transparency benchmarking tools such as the Corporate Equality Index, the Disability Equality Index and the Bloomberg Gender-Equality Index. Committed to providing our employees with flexible work arrangements, we were named to FlexJobs’ list of the Top 100 Companies to Watch for Remote Jobs in 2022. With a long and rich legacy of acting ethically, telling the truth and speaking up for what is right, Lincoln was recognized as one of Ethisphere’s 2023 World’s Most Ethical Companies®.
Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos Show more details...
via Careers At MassMutual
posted_at: 5 days agoschedule_type: Full-time
Annuity Product Development & Implementation Consultant
Full-Time, Springfield or Boston office...
The Opportunity
Drive development of new annuity products, features, and capabilities. Role will help drive development and implementation efforts including creation of business cases. This also includes development of product specs, business requirements, testing and delivery of product to the marketplace. Act as owner and SME throughout the product
Annuity Product Development & Implementation Consultant
Full-Time, Springfield or Boston office...
The Opportunity
Drive development of new annuity products, features, and capabilities. Role will help drive development and implementation efforts including creation of business cases. This also includes development of product specs, business requirements, testing and delivery of product to the marketplace. Act as owner and SME throughout the product development and deployment process. Work collaboratively and communicate effectively across all functions of the business including sales, marketing, operations, ETX, law and compliance. Provide ongoing support for product management efforts for in force business as well as new development working closely with the annuity product management and implementation leads.
The Team
The annuity product team drives all product development and management of a rapidly growing business. MM Annuity has grown to be a top 5 player and the product team has a strong team consisting of actuarial and non-actuarial resources. It is a very collaborative and team oriented environment where everyone works together, supports one another and harnesses to broad skill sets across the team in an effort to reach the best outcomes.
The Impact:
This position plays a critical role in in the design and execution of new products. MassMutual Annuity has seen significant growth and this role is important in collaborating with teammates and business partners to achieve the strategic objective of offering a well rounded product suite to meet the diverse needs of our distributors and customers
The Minimum Qualifications
• Bachelors degree
• 7+ years relevant product experience
• 1+ year experience communicating & presenting new ideas to sales partners and senior leadership including ability to assist with product specifications drafting
• 1+ year of experience of financial services value chain including product, distribution, marketing, IT and operational/service capabilities
• 1+ year experience working through detailed product implementation work including specifications development, act as subject matter expert and support product testing
The Ideal Qualifications
• Working knowledge of overall retirement landscape and research outlets that provide insight into consumer needs
• Ability to work cross-functionally to reconcile competing priorities while meeting organizational objectives
• Comfortable dealing with both complexity and ambiguity, and able to explore multiple solutions to a problem
• Takes ownership and is results-oriented
• Ability to analyze and apply competitive information to define new product opportunities and support a business case
• Strong business acumen and understanding of how annuities make money and risks posed by the product
• Sound business judgment in an environment of rapid change - ability to respond to changes in direction, tight deadlines and high-pressure situations
• Pricing experience is a plus
What to Expect as Part of MassMutual and the Team
• Regular meetings with the Annuity Product Team
• Focused one-on-one meetings with your manager
• Access to mentorship opportunities
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
#LI-RS1 Show more details...
Full-Time, Springfield or Boston office...
The Opportunity
Drive development of new annuity products, features, and capabilities. Role will help drive development and implementation efforts including creation of business cases. This also includes development of product specs, business requirements, testing and delivery of product to the marketplace. Act as owner and SME throughout the product development and deployment process. Work collaboratively and communicate effectively across all functions of the business including sales, marketing, operations, ETX, law and compliance. Provide ongoing support for product management efforts for in force business as well as new development working closely with the annuity product management and implementation leads.
The Team
The annuity product team drives all product development and management of a rapidly growing business. MM Annuity has grown to be a top 5 player and the product team has a strong team consisting of actuarial and non-actuarial resources. It is a very collaborative and team oriented environment where everyone works together, supports one another and harnesses to broad skill sets across the team in an effort to reach the best outcomes.
The Impact:
This position plays a critical role in in the design and execution of new products. MassMutual Annuity has seen significant growth and this role is important in collaborating with teammates and business partners to achieve the strategic objective of offering a well rounded product suite to meet the diverse needs of our distributors and customers
The Minimum Qualifications
• Bachelors degree
• 7+ years relevant product experience
• 1+ year experience communicating & presenting new ideas to sales partners and senior leadership including ability to assist with product specifications drafting
• 1+ year of experience of financial services value chain including product, distribution, marketing, IT and operational/service capabilities
• 1+ year experience working through detailed product implementation work including specifications development, act as subject matter expert and support product testing
The Ideal Qualifications
• Working knowledge of overall retirement landscape and research outlets that provide insight into consumer needs
• Ability to work cross-functionally to reconcile competing priorities while meeting organizational objectives
• Comfortable dealing with both complexity and ambiguity, and able to explore multiple solutions to a problem
• Takes ownership and is results-oriented
• Ability to analyze and apply competitive information to define new product opportunities and support a business case
• Strong business acumen and understanding of how annuities make money and risks posed by the product
• Sound business judgment in an environment of rapid change - ability to respond to changes in direction, tight deadlines and high-pressure situations
• Pricing experience is a plus
What to Expect as Part of MassMutual and the Team
• Regular meetings with the Annuity Product Team
• Focused one-on-one meetings with your manager
• Access to mentorship opportunities
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
#LI-RS1 Show more details...
via Edward Jones Careers
posted_at: 6 days agoschedule_type: Full-time
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can... focus on building deep relationships with clients.
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can... focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
Join the Service Division at Edward Jones to partner with associates who have a passion for serving our branch teams and clients’ needs by tailoring solutions to ensure the most effective outcome, all while demonstrating a spirit of caring. The Service Division’s mission is to provide timely answers, guidance, and support for our clients, branch teams and home office associates to enable an ideal client experience.
The Team Leader is responsible for leading a team of associates who respond directly to phone and written inquiries from our branch offices and/or clients. The critical responsibilities include:
• Partner with leaders to establish team goals and expectations and holding associates accountable for meeting them.
• Provide coaching and feedback for development and continuous improvement.
• Build relationships with associates to create a motivating, engaging and inclusive environment.
• Communicate Firm/Division/Department goals and objectives and applying change management and innovation techniques.
• Maintain relationships with critical stakeholders to advocate for the branch and client and helping create an ideal client experience.
• Remain up to date with market, firm, and industry events that impact department performance and end user experience.
• Appropriately address client/branch escalations.
• Effectively manage a team with high regulatory, financial, control/risk, anticipating and analyzing issues and implementing solutions; serving as a backup for the Department Leader.
What skills you need:
• SIE and Series 7 Top Off License required OR must be obtained within 100 business days, based on 2 allotted attempts per license.
• 3 years of people leadership experience, or the completion of the Leadership Development course.
• Experience coaching associates and delivering feedback.
• Sound analytical skills and ability to understand processes and procedures.
• Ability to adapt and to support change efforts.
• Proven decision making and problem-solving ability.
What could set you apart:
• Financial services industry knowledge on specific products, processes, and regulations.
• Experience working in a contact center or customer service environment.
• Bachelor’s degree in business, finance, or related field.
Please note: Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
• Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
• Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
• 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
• For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
• 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
• Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate Show more details...
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can... focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
Join the Service Division at Edward Jones to partner with associates who have a passion for serving our branch teams and clients’ needs by tailoring solutions to ensure the most effective outcome, all while demonstrating a spirit of caring. The Service Division’s mission is to provide timely answers, guidance, and support for our clients, branch teams and home office associates to enable an ideal client experience.
The Team Leader is responsible for leading a team of associates who respond directly to phone and written inquiries from our branch offices and/or clients. The critical responsibilities include:
• Partner with leaders to establish team goals and expectations and holding associates accountable for meeting them.
• Provide coaching and feedback for development and continuous improvement.
• Build relationships with associates to create a motivating, engaging and inclusive environment.
• Communicate Firm/Division/Department goals and objectives and applying change management and innovation techniques.
• Maintain relationships with critical stakeholders to advocate for the branch and client and helping create an ideal client experience.
• Remain up to date with market, firm, and industry events that impact department performance and end user experience.
• Appropriately address client/branch escalations.
• Effectively manage a team with high regulatory, financial, control/risk, anticipating and analyzing issues and implementing solutions; serving as a backup for the Department Leader.
What skills you need:
• SIE and Series 7 Top Off License required OR must be obtained within 100 business days, based on 2 allotted attempts per license.
• 3 years of people leadership experience, or the completion of the Leadership Development course.
• Experience coaching associates and delivering feedback.
• Sound analytical skills and ability to understand processes and procedures.
• Ability to adapt and to support change efforts.
• Proven decision making and problem-solving ability.
What could set you apart:
• Financial services industry knowledge on specific products, processes, and regulations.
• Experience working in a contact center or customer service environment.
• Bachelor’s degree in business, finance, or related field.
Please note: Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
• Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
• Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
• 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
• For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
• 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
• Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate Show more details...
via Spherion Staffing Services
posted_at: 6 days agoschedule_type: Full-timesalary: 40K–60K a year
Manage a group of producers that sell Fixed and Indexed annuities while continuing to recruit profitable business. Should have a professional demeanor with an entrepreneur mind set, while mastering our unique value propositions and best practices. Will focus on building capacity through recruitment and training of annuity agents.
Responsibilities...
Conduct all business transactions with the highest ethical and moral compass, believe in holding the
Manage a group of producers that sell Fixed and Indexed annuities while continuing to recruit profitable business. Should have a professional demeanor with an entrepreneur mind set, while mastering our unique value propositions and best practices. Will focus on building capacity through recruitment and training of annuity agents.
Responsibilities...
Conduct all business transactions with the highest ethical and moral compass, believe in holding the clients' interest above all else, and in accordance with values of service excellence.
Compare costs and benefits of annuity products to multiple asset classes within the securities realm.
Design client solutions for agents based on case data including income rider screens, carrier illustrations and various rate watch services.
Conduct pre-suitability reviews and applications for accuracy, correctness and suitability issues.
Monitor case management, licensing/commission, servicing, and intervene when problems arise.
Monitor carrier ratings, financial performance and major event headlines.
Serve as the liaison with carrier Annuity Regional Vice Presidents.
Closely monitor developments regarding the Department of Labor Fiduciary Rule, explore Financial Institution offerings, develop plans to comply with The Rule and communicate requirements of The Rule to agents.
Passionate about Annuity Wholesaling excellence with a proven track record of sales success.
Manage a book of active producers/prospects and demonstrate the ability to grow profitability with those contacts.
Sales VPs uphold our wholesaling best practices including executing agent call campaigns provided by ASA, Pipeline development and updating CRM system with progress.
Maintain regular contact with top producers and delivering high-value convincing sales presentations.
Master the tools, concepts, and key sales strategies that separate you from other competitors.
Master the ability to tell the group story that incorporate our history of exceeding service expectations.
Learn to identify opportunities to grow sales and avoid producers that consume resources and do not deliver meaningful results.
Be capable of performing at the highest level of wholesaler expertise and production levels.
Working hours: 8:00 AM - 5:00 PM
Skills:
Three (3) years of experience wholesaling or selling annuities.
FINRA, Series 6/7 and 63 Registration.
Industry designations, including FLMI, CLTC, CLU, CHFC, and CFP
Experience with multi-carrier product and planning knowledge with annuities.
Education:
Bachelors
Experience:
4-7 years
Qualifications:
Bachelor's degree from a four-year college or university with a concentration in finance, insurance, business or an equivalency of education and experience.
Two or more years of sales experience in the annuity environment.
Licensed for Annuities and Life Insurance.
Deep knowledge of annuity products and general knowledge of financial services industry.
Proven ability to properly position and sell financial products.
Ability to effectively communicate with agents, end clients (when requested), office staff, carrier executives and be effective in a team environment.
Ability to work efficiently, set priorities, and manage multiple tasks and deadlines in fast-paced environment while maintaining attention to detail.
Excellent communication, writing, grammar and editing skills.
Must be well organized, energetic, and a follow-through professional.
Possess excellent computer skills and experience with the Microsoft suite of products and the Internet.
Ability to work with sensitive information and must maintain strict confidentiality.
Base pay $40,000 - $60,000 PLUS commission
Apply today for this wonderful opportunity.
Benefits included: Paid Time Off (PTO), Summer Hours program, and Holiday
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).
key responsibilities
Conduct all business transactions with the highest ethical and moral compass, believe in holding the clients' interest above all else, and in accordance with values of service excellence.Compare costs and benefits of annuity products to multiple asset classes within the securities realm.Design client solutions for agents based on case data including income rider screens, carrier illustrations and various rate watch services.Conduct pre-suitability reviews and applications for accuracy, correctness and suitability issues.Monitor case management, licensing/commission, servicing, and intervene when problems arise.Monitor carrier ratings, financial performance and major event headlines.Serve as the liaison with carrier Annuity Regional Vice Presidents.Closely monitor developments regarding the Department of Labor Fiduciary Rule, explore Financial Institution offerings, develop plans to comply with The Rule and communicate requirements of The Rule to agents.Passionate about Annuity Wholesaling excellence with a proven track record of sales success.Manage a book of active producers/prospects and demonstrate the ability to grow profitability with those contacts.Sales VPs uphold our wholesaling best practices including executing agent call campaigns provided by ASA, Pipeline development and updating CRM system with progress.Maintain regular contact with top producers and delivering high-value convincing sales presentations.Master the tools, concepts, and key sales strategies that separate you from other competitors.Master the ability to tell the group story that incorporate our history of exceeding service expectations.Learn to identify opportunities to grow sales and avoid producers that consume resources and do not deliver meaningful results.Be capable of performing at the highest level of wholesaler expertise and production levels.
experience
4-7 years
skills
Three (3) years of experience wholesaling or selling annuities.FINRA, Series 6/7 and 63 Registration.Industry designations, including FLMI, CLTC, CLU, CHFC, and CFPExperience with multi-carrier product and planning knowledge with annuities.
qualifications
Bachelor's degree from a four-year college or university with a concentration in finance, insurance, business or an equivalency of education and experience.Two or more years of sales experience in the annuity environment.Licensed for Annuities and Life Insurance.Deep knowledge of annuity products and general knowledge of financial services industry.Proven ability to properly position and sell financial products.Ability to effectively communicate with agents, end clients (when requested), office staff, carrier executives and be effective in a team environment.Ability to work efficiently, set priorities, and manage multiple tasks and deadlines in fast-paced environment while maintaining attention to detail.Excellent communication, writing, grammar and editing skills.Must be well organized, energetic, and a follow-through professional.Possess excellent computer skills and experience with the Microsoft suite of products and the Internet.Ability to work with sensitive information and must maintain strict confidentiality.
education
Bachelors Show more details...
Responsibilities...
Conduct all business transactions with the highest ethical and moral compass, believe in holding the clients' interest above all else, and in accordance with values of service excellence.
Compare costs and benefits of annuity products to multiple asset classes within the securities realm.
Design client solutions for agents based on case data including income rider screens, carrier illustrations and various rate watch services.
Conduct pre-suitability reviews and applications for accuracy, correctness and suitability issues.
Monitor case management, licensing/commission, servicing, and intervene when problems arise.
Monitor carrier ratings, financial performance and major event headlines.
Serve as the liaison with carrier Annuity Regional Vice Presidents.
Closely monitor developments regarding the Department of Labor Fiduciary Rule, explore Financial Institution offerings, develop plans to comply with The Rule and communicate requirements of The Rule to agents.
Passionate about Annuity Wholesaling excellence with a proven track record of sales success.
Manage a book of active producers/prospects and demonstrate the ability to grow profitability with those contacts.
Sales VPs uphold our wholesaling best practices including executing agent call campaigns provided by ASA, Pipeline development and updating CRM system with progress.
Maintain regular contact with top producers and delivering high-value convincing sales presentations.
Master the tools, concepts, and key sales strategies that separate you from other competitors.
Master the ability to tell the group story that incorporate our history of exceeding service expectations.
Learn to identify opportunities to grow sales and avoid producers that consume resources and do not deliver meaningful results.
Be capable of performing at the highest level of wholesaler expertise and production levels.
Working hours: 8:00 AM - 5:00 PM
Skills:
Three (3) years of experience wholesaling or selling annuities.
FINRA, Series 6/7 and 63 Registration.
Industry designations, including FLMI, CLTC, CLU, CHFC, and CFP
Experience with multi-carrier product and planning knowledge with annuities.
Education:
Bachelors
Experience:
4-7 years
Qualifications:
Bachelor's degree from a four-year college or university with a concentration in finance, insurance, business or an equivalency of education and experience.
Two or more years of sales experience in the annuity environment.
Licensed for Annuities and Life Insurance.
Deep knowledge of annuity products and general knowledge of financial services industry.
Proven ability to properly position and sell financial products.
Ability to effectively communicate with agents, end clients (when requested), office staff, carrier executives and be effective in a team environment.
Ability to work efficiently, set priorities, and manage multiple tasks and deadlines in fast-paced environment while maintaining attention to detail.
Excellent communication, writing, grammar and editing skills.
Must be well organized, energetic, and a follow-through professional.
Possess excellent computer skills and experience with the Microsoft suite of products and the Internet.
Ability to work with sensitive information and must maintain strict confidentiality.
Base pay $40,000 - $60,000 PLUS commission
Apply today for this wonderful opportunity.
Benefits included: Paid Time Off (PTO), Summer Hours program, and Holiday
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).
key responsibilities
Conduct all business transactions with the highest ethical and moral compass, believe in holding the clients' interest above all else, and in accordance with values of service excellence.Compare costs and benefits of annuity products to multiple asset classes within the securities realm.Design client solutions for agents based on case data including income rider screens, carrier illustrations and various rate watch services.Conduct pre-suitability reviews and applications for accuracy, correctness and suitability issues.Monitor case management, licensing/commission, servicing, and intervene when problems arise.Monitor carrier ratings, financial performance and major event headlines.Serve as the liaison with carrier Annuity Regional Vice Presidents.Closely monitor developments regarding the Department of Labor Fiduciary Rule, explore Financial Institution offerings, develop plans to comply with The Rule and communicate requirements of The Rule to agents.Passionate about Annuity Wholesaling excellence with a proven track record of sales success.Manage a book of active producers/prospects and demonstrate the ability to grow profitability with those contacts.Sales VPs uphold our wholesaling best practices including executing agent call campaigns provided by ASA, Pipeline development and updating CRM system with progress.Maintain regular contact with top producers and delivering high-value convincing sales presentations.Master the tools, concepts, and key sales strategies that separate you from other competitors.Master the ability to tell the group story that incorporate our history of exceeding service expectations.Learn to identify opportunities to grow sales and avoid producers that consume resources and do not deliver meaningful results.Be capable of performing at the highest level of wholesaler expertise and production levels.
experience
4-7 years
skills
Three (3) years of experience wholesaling or selling annuities.FINRA, Series 6/7 and 63 Registration.Industry designations, including FLMI, CLTC, CLU, CHFC, and CFPExperience with multi-carrier product and planning knowledge with annuities.
qualifications
Bachelor's degree from a four-year college or university with a concentration in finance, insurance, business or an equivalency of education and experience.Two or more years of sales experience in the annuity environment.Licensed for Annuities and Life Insurance.Deep knowledge of annuity products and general knowledge of financial services industry.Proven ability to properly position and sell financial products.Ability to effectively communicate with agents, end clients (when requested), office staff, carrier executives and be effective in a team environment.Ability to work efficiently, set priorities, and manage multiple tasks and deadlines in fast-paced environment while maintaining attention to detail.Excellent communication, writing, grammar and editing skills.Must be well organized, energetic, and a follow-through professional.Possess excellent computer skills and experience with the Microsoft suite of products and the Internet.Ability to work with sensitive information and must maintain strict confidentiality.
education
Bachelors Show more details...
via Greenhouse
posted_at: 3 days agoschedule_type: Full-time
The Assistant Vice President, Deferred Annuity Valuation candidate will be a key member of the Fortitude Life and Annuity Valuation team, which serves the company by supporting valuation and financial reporting requirements for US GAAP and statutory accounting for nontraditional reinsurance and acquired businesses. This position will report to the VP, Traditional Life & Annuity (L&A) Valuation... and will be responsible for performing the valuation
The Assistant Vice President, Deferred Annuity Valuation candidate will be a key member of the Fortitude Life and Annuity Valuation team, which serves the company by supporting valuation and financial reporting requirements for US GAAP and statutory accounting for nontraditional reinsurance and acquired businesses. This position will report to the VP, Traditional Life & Annuity (L&A) Valuation... and will be responsible for performing the valuation and financial reporting of the fixed deferred and fixed index annuities of the new $28 Bn Lincoln Financial reinsurance transaction, which includes universal life with secondary guarantees, life/LTC combo products, fixed deferred and indexed annuities, and payout annuity contracts. This leader will also have responsibility over the FRL deferred annuity blocks. The AVP candidate will align the business lines financial reporting to corporate and accounting policies, governance, and control framework and procedures. The AVP will work closely with the finance and controllership team, accounting policy and internal controls, and the actuarial consolidation and financial reporting team.
Ideally, this position can be located in either the Fortitude Re Nashville, TN or Jersey City, NJ office on a hybrid schedule with minimal travel expected (0%-15%) or may be remote.
What You Will Do:
• Define the valuation (US GAAP, statutory and tax) requirements for the deferred annuity portion of Fortitude’s Lincoln Financial reinsurance transaction, while aligning to corporate and accounting policies, control framework and procedures, and performing periodic valuation of these blocks.
• Perform the periodic US GAAP, Statutory, and Tax valuation and financial reporting for Fortitude Re’s Lincoln Financial Deferred Annuities and FRL Deferred Annuities.
• May supervise directly or indirectly a team member who will support the valuation work and financial reporting.
• Support US statutory blue book reporting requirements where applicable.
• Ensure that all valuation activities follow Fortitude Re’s Control Framework.
• Perform analytics and prepare analysis of financial results.
• Work with the Modeling team to manage and execute the building/maintenance of our Fortitude Valuation Systems (FVS) AXIS models, which entails coding, testing and input updates through change management processes.
• Develop audit tools to validate reserve calculations.
• Assist in process improvement efforts, particularly automation using Alteryx and Tableau platforms.
• Assist in responding to internal and external auditor requests.
• Execute on ad hoc projects.
What You Will Have:
• 5+ years of experience, ideally dealing with valuation and financial reporting.
• Undergraduate degree required (preference for mathematics, actuarial sciences, and other quantitative fields).
• Project management, detail oriented, and strong organizational skills.
• Associateship of the Society of Actuaries (ASA), Fellowship of Society of Actuaries (FSA) or an equivalent designation.
• Excellent mathematical, analytical and problem-solving skills with attention to detail.
• Mathematical and actuarial knowledge, computer and actuarial software skills, analytical.
• Problem solving and a basic business sense of financial, accounting and economics aspects of business.
• Proficient with MS Word, Excel, and SQL.
• AXIS experience strongly recommended and/or experience with other valuation platforms.
• Significant technical experience and expert-level US statutory and US GAAP valuation knowledge.
• Experience with data structures and handling.
• Excellent written and oral communication skills.
• Highly motivated, results- and goal-oriented with the ability to manage multiple projects. independently and with a high level of discipline Show more details...
Ideally, this position can be located in either the Fortitude Re Nashville, TN or Jersey City, NJ office on a hybrid schedule with minimal travel expected (0%-15%) or may be remote.
What You Will Do:
• Define the valuation (US GAAP, statutory and tax) requirements for the deferred annuity portion of Fortitude’s Lincoln Financial reinsurance transaction, while aligning to corporate and accounting policies, control framework and procedures, and performing periodic valuation of these blocks.
• Perform the periodic US GAAP, Statutory, and Tax valuation and financial reporting for Fortitude Re’s Lincoln Financial Deferred Annuities and FRL Deferred Annuities.
• May supervise directly or indirectly a team member who will support the valuation work and financial reporting.
• Support US statutory blue book reporting requirements where applicable.
• Ensure that all valuation activities follow Fortitude Re’s Control Framework.
• Perform analytics and prepare analysis of financial results.
• Work with the Modeling team to manage and execute the building/maintenance of our Fortitude Valuation Systems (FVS) AXIS models, which entails coding, testing and input updates through change management processes.
• Develop audit tools to validate reserve calculations.
• Assist in process improvement efforts, particularly automation using Alteryx and Tableau platforms.
• Assist in responding to internal and external auditor requests.
• Execute on ad hoc projects.
What You Will Have:
• 5+ years of experience, ideally dealing with valuation and financial reporting.
• Undergraduate degree required (preference for mathematics, actuarial sciences, and other quantitative fields).
• Project management, detail oriented, and strong organizational skills.
• Associateship of the Society of Actuaries (ASA), Fellowship of Society of Actuaries (FSA) or an equivalent designation.
• Excellent mathematical, analytical and problem-solving skills with attention to detail.
• Mathematical and actuarial knowledge, computer and actuarial software skills, analytical.
• Problem solving and a basic business sense of financial, accounting and economics aspects of business.
• Proficient with MS Word, Excel, and SQL.
• AXIS experience strongly recommended and/or experience with other valuation platforms.
• Significant technical experience and expert-level US statutory and US GAAP valuation knowledge.
• Experience with data structures and handling.
• Excellent written and oral communication skills.
• Highly motivated, results- and goal-oriented with the ability to manage multiple projects. independently and with a high level of discipline Show more details...
via LinkedIn
posted_at: 1 day agoschedule_type: Full-time
Job Details
Job Location...
Hackensack, NJ
Position Type
Full Time
Job Shift
1st Shift
Job Category
Insurance
Description
$3,000 SIGN ON BONUS!
Are you interested in joining a team that is continuously innovating to create the best experiences for members? Would you like to work for a company that has been rated a top employer and best place to work across the Northeast year over year? Do you want to be part of a company that is committed
Job Details
Job Location...
Hackensack, NJ
Position Type
Full Time
Job Shift
1st Shift
Job Category
Insurance
Description
$3,000 SIGN ON BONUS!
Are you interested in joining a team that is continuously innovating to create the best experiences for members? Would you like to work for a company that has been rated a top employer and best place to work across the Northeast year over year? Do you want to be part of a company that is committed to giving back to the community?
At AAA Northeast, as we continue to grow, our mission remains the same: helping and serving is a way of life. It’s why we’ve earned the trust of millions, and why AAA Northeast has remained a resilient and reliable brand for over a century.
The Life & Annuity Agent will generate new life & annuity business through multiple lead sources to maintain a consistent sales pipeline to achieve monthly sales targets. Provides five diamond member services and serves the needs of the membership within the corporate guidelines of the organization's Insurance Agency.
What You Will Do
• Develop referral and networking sources that provide business opportunities in the personal life insurance and retirement planning markets as well as value-added referrals to other AAA team members.
• Educates and counsels existing and prospective clients regarding the various life insurance and retirement planning options available, thereby facilitating informed client decisions regarding personal, family, and business financial security needs. Establishes ongoing consultative relationships with clients to ensure their life insurance and retirement planning needs are periodically reviewed and updated to meet changing situations.
• Performs an assessment of the client’s or prospective client’s assets and liabilities, where appropriate; offers a risk analysis regarding their personal or business insurance exposure and provides recommendations and guidance on options that will protect their financial well-being and respond to their risk management needs.
• Prepares applications, orders physical exams and communicates with both prospective insured and vendors; follows up on the status of policies written to ensure they are issued and placed. Completes the fulfillment process by delivering and reviewing policies with clients, establishing a payment plan, and completing required forms.
• Maintains partnerships with Life insurance company representatives and underwriters and works as a liaison between the client and the insurer in the event of a claim.
• Maintains accurate paper/electronic records and facilitates reporting via the agency management system, including keeping accurate and complete customer files in the CRM system (MS Dynamics) and agency management system (Applied Epic).
• Supports AAA corporate success by recommending AAA membership, travel, and other financial service products to existing and prospective clients.
• Establishes and continuously maintains an understanding of the concepts and products available to meet client needs and capitalize on available opportunities.
Salary
Starting annual base salary of $37,440 ($18.00 per hour) and includes a generous commission structure based on sales performance.
Qualifications
Education
High School or GED Required
Experience
• 2 years sales experience, with preferably 1+ years in Life Insurance
• Exceptional communication skills, with a focus on relationship building and customer service
• Ability to work well within a team environment; share knowledge and help other team members as needed
• Work with a technology and digital-first mindset
• Possess the data and analytical skills needed to assess a situation, make decisions, and apply insurance agency policies and procedures
Licenses and Certifications
Current Life & Health Insurance License Required and Industry designations (CLU, FLMI, etc.) Preferred Failure to be appointed as an Agent for AAA Life will result in job offer being rescinded/employment being terminated. Required and Must complete all required AAA Life onboarding documents and training. Required
AAA Northeast is proud of our diverse culture, fostered by the many talents, skills, passions, and expertise of our employees. We are an equal opportunity employer. We do not discriminate in recruiting, hiring, or promotion based on race, color, creed or religion, national origin, sex, age, sexual orientation, veteran’s status, gender identity or expression, disability, genetic information, marital status, pregnancy, or membership in any other protected class. We thrive when our team members bring their whole selves to work Show more details...
Job Location...
Hackensack, NJ
Position Type
Full Time
Job Shift
1st Shift
Job Category
Insurance
Description
$3,000 SIGN ON BONUS!
Are you interested in joining a team that is continuously innovating to create the best experiences for members? Would you like to work for a company that has been rated a top employer and best place to work across the Northeast year over year? Do you want to be part of a company that is committed to giving back to the community?
At AAA Northeast, as we continue to grow, our mission remains the same: helping and serving is a way of life. It’s why we’ve earned the trust of millions, and why AAA Northeast has remained a resilient and reliable brand for over a century.
The Life & Annuity Agent will generate new life & annuity business through multiple lead sources to maintain a consistent sales pipeline to achieve monthly sales targets. Provides five diamond member services and serves the needs of the membership within the corporate guidelines of the organization's Insurance Agency.
What You Will Do
• Develop referral and networking sources that provide business opportunities in the personal life insurance and retirement planning markets as well as value-added referrals to other AAA team members.
• Educates and counsels existing and prospective clients regarding the various life insurance and retirement planning options available, thereby facilitating informed client decisions regarding personal, family, and business financial security needs. Establishes ongoing consultative relationships with clients to ensure their life insurance and retirement planning needs are periodically reviewed and updated to meet changing situations.
• Performs an assessment of the client’s or prospective client’s assets and liabilities, where appropriate; offers a risk analysis regarding their personal or business insurance exposure and provides recommendations and guidance on options that will protect their financial well-being and respond to their risk management needs.
• Prepares applications, orders physical exams and communicates with both prospective insured and vendors; follows up on the status of policies written to ensure they are issued and placed. Completes the fulfillment process by delivering and reviewing policies with clients, establishing a payment plan, and completing required forms.
• Maintains partnerships with Life insurance company representatives and underwriters and works as a liaison between the client and the insurer in the event of a claim.
• Maintains accurate paper/electronic records and facilitates reporting via the agency management system, including keeping accurate and complete customer files in the CRM system (MS Dynamics) and agency management system (Applied Epic).
• Supports AAA corporate success by recommending AAA membership, travel, and other financial service products to existing and prospective clients.
• Establishes and continuously maintains an understanding of the concepts and products available to meet client needs and capitalize on available opportunities.
Salary
Starting annual base salary of $37,440 ($18.00 per hour) and includes a generous commission structure based on sales performance.
Qualifications
Education
High School or GED Required
Experience
• 2 years sales experience, with preferably 1+ years in Life Insurance
• Exceptional communication skills, with a focus on relationship building and customer service
• Ability to work well within a team environment; share knowledge and help other team members as needed
• Work with a technology and digital-first mindset
• Possess the data and analytical skills needed to assess a situation, make decisions, and apply insurance agency policies and procedures
Licenses and Certifications
Current Life & Health Insurance License Required and Industry designations (CLU, FLMI, etc.) Preferred Failure to be appointed as an Agent for AAA Life will result in job offer being rescinded/employment being terminated. Required and Must complete all required AAA Life onboarding documents and training. Required
AAA Northeast is proud of our diverse culture, fostered by the many talents, skills, passions, and expertise of our employees. We are an equal opportunity employer. We do not discriminate in recruiting, hiring, or promotion based on race, color, creed or religion, national origin, sex, age, sexual orientation, veteran’s status, gender identity or expression, disability, genetic information, marital status, pregnancy, or membership in any other protected class. We thrive when our team members bring their whole selves to work Show more details...
via Selby Jennings
posted_at: 2 days agoschedule_type: Full-time
A Leading insurer is looking to add a highly skilled Annuity Actuary to their expanding team. This individual will play a key role within the Actuarial Department.
What you will be doing…...
• Responsible for the pricing and product development of annuity products.
• Formulate the long-term annuity product line strategy for existing business and new sales
• Explore and understand reserve and capital impacts
• Provide recommendations for
A Leading insurer is looking to add a highly skilled Annuity Actuary to their expanding team. This individual will play a key role within the Actuarial Department.
What you will be doing…...
• Responsible for the pricing and product development of annuity products.
• Formulate the long-term annuity product line strategy for existing business and new sales
• Explore and understand reserve and capital impacts
• Provide recommendations for interest crediting for new and renewal rates
• Price/value embedded derivatives and assess hedging implications and costs
What you will need to be successful…
• FSA Designation
• Previous pricing expereince with annuity products
• Strong modeling software knowledge, MG-ALFA preferred
• Knowledge of investment concepts, including hedging
• 7+ Years of life or annuity actuarial experience
• Clear written and verbal communication skills
What makes this role special..
• Uncapped opportunity for internal growth
• Plays both a client facing and integral internal role
• Working alongside an innovative and dynamic team of well-established actuaries Show more details...
What you will be doing…...
• Responsible for the pricing and product development of annuity products.
• Formulate the long-term annuity product line strategy for existing business and new sales
• Explore and understand reserve and capital impacts
• Provide recommendations for interest crediting for new and renewal rates
• Price/value embedded derivatives and assess hedging implications and costs
What you will need to be successful…
• FSA Designation
• Previous pricing expereince with annuity products
• Strong modeling software knowledge, MG-ALFA preferred
• Knowledge of investment concepts, including hedging
• 7+ Years of life or annuity actuarial experience
• Clear written and verbal communication skills
What makes this role special..
• Uncapped opportunity for internal growth
• Plays both a client facing and integral internal role
• Working alongside an innovative and dynamic team of well-established actuaries Show more details...
via Marsh McLennan Jobs
schedule_type: Full-time
Do you have experience working with US pension plans to set cutting edge risk management strategies? Do you thrive on analytic challenges and innovative thinking? If so, bring your expertise to Mercer where you will be working to create new answers to the biggest issues facing companies today.
Mercer is seeking candidates for the following position based in most major cities...
Annuity Placement Associate
What can you expect?
• The Annuity Placement
Do you have experience working with US pension plans to set cutting edge risk management strategies? Do you thrive on analytic challenges and innovative thinking? If so, bring your expertise to Mercer where you will be working to create new answers to the biggest issues facing companies today.
Mercer is seeking candidates for the following position based in most major cities...
Annuity Placement Associate
What can you expect?
• The Annuity Placement Associate will be instrumental in supporting Mercer’s efforts in the pension risk transfer market
• Project manage annuity placements from the initial bidding and price discovery process through execution and post deal transition of pension liabilities
• Liaise with the insurance marketplace of providers offering group annuity products to ensure that the required deliverables are received
• Analyze pricing to provide unique solutions and support strategy for annuity buyouts. Determine how to show breakdown of accounts to clients and leverage internal resources to execute
• Create presentations, coordinate meetings, respond to questions from insurers, liaise with actuarial team to gather plan and participant data, lead work streams and ensure the process is executed in a timely manner.
• Facilitate the preparation of insurance market due diligence material to support our consulting process around the Department of Labor guidelines for annuity buyout transactions in compliance with interpretive bulletin 95-1
What is in it for you?
• A growing business in a company with a strong brand, with experience developing solutions for a diverse set of clients
• The opportunity to partner with an experienced team to provide investment solutions to Mercer’s clients
• A culture of internal mobility, diversity, inclusion, and collaboration
• Competitive pay and a full benefits package, starting Day 1 (Medical, Dental, Vision, Short- and Long-Term Disability and Life Insurance, Employee Stock Purchase program, and a generous paid time-off allowance); plus a fixed company contribution AND a company match on your 401k
We will count on you to:
• Consultant on 5-7 clients at a given time; performing modeling, analyzing data, and preparing presentations on pension risk transfer and journey planning projects
• Work with spreadsheets and various modeling tools to produce detailed numerical analysis of the client’s risk profile and the impact of risk on key financial metrics
• As needed, provide ad hoc support on new business pursuits and proposals, developing business cases and market overviews for clients and prospects
• Understand strategy leading up to the annuity placement project, assisting colleagues to identify areas of constraints, solving problems and doing analysis to help support client deliverables
• Ensure all professionalism / compliance standards and processes are understood and followed
• Scope projects, develop budgets, and follow project plans and perform such project management and recordkeeping as needed to ensure projects are delivered on time and on budget
What you need to have:
• Minimum Bachelors degree in mathematics, economics, finance or other business-related areas with strong quantitative and analytical course content or direct relevant experience
• Minimum 2-3 years of pension experience within an insurance company, financial strategy, investment, and/or actuarial consulting environment
• Familiarity with investment principles and actuarial calculations
• Willingness to obtain Life, Accident & Health Insurance licensing (if applicable)
What makes you stand out?
• Active pursuit of Actuarial and/or CFA designations a plus
• Previous experience in the insurance or group annuity market is a plus
Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and Twitter.
Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $64,800 to $129,600.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs Show more details...
Mercer is seeking candidates for the following position based in most major cities...
Annuity Placement Associate
What can you expect?
• The Annuity Placement Associate will be instrumental in supporting Mercer’s efforts in the pension risk transfer market
• Project manage annuity placements from the initial bidding and price discovery process through execution and post deal transition of pension liabilities
• Liaise with the insurance marketplace of providers offering group annuity products to ensure that the required deliverables are received
• Analyze pricing to provide unique solutions and support strategy for annuity buyouts. Determine how to show breakdown of accounts to clients and leverage internal resources to execute
• Create presentations, coordinate meetings, respond to questions from insurers, liaise with actuarial team to gather plan and participant data, lead work streams and ensure the process is executed in a timely manner.
• Facilitate the preparation of insurance market due diligence material to support our consulting process around the Department of Labor guidelines for annuity buyout transactions in compliance with interpretive bulletin 95-1
What is in it for you?
• A growing business in a company with a strong brand, with experience developing solutions for a diverse set of clients
• The opportunity to partner with an experienced team to provide investment solutions to Mercer’s clients
• A culture of internal mobility, diversity, inclusion, and collaboration
• Competitive pay and a full benefits package, starting Day 1 (Medical, Dental, Vision, Short- and Long-Term Disability and Life Insurance, Employee Stock Purchase program, and a generous paid time-off allowance); plus a fixed company contribution AND a company match on your 401k
We will count on you to:
• Consultant on 5-7 clients at a given time; performing modeling, analyzing data, and preparing presentations on pension risk transfer and journey planning projects
• Work with spreadsheets and various modeling tools to produce detailed numerical analysis of the client’s risk profile and the impact of risk on key financial metrics
• As needed, provide ad hoc support on new business pursuits and proposals, developing business cases and market overviews for clients and prospects
• Understand strategy leading up to the annuity placement project, assisting colleagues to identify areas of constraints, solving problems and doing analysis to help support client deliverables
• Ensure all professionalism / compliance standards and processes are understood and followed
• Scope projects, develop budgets, and follow project plans and perform such project management and recordkeeping as needed to ensure projects are delivered on time and on budget
What you need to have:
• Minimum Bachelors degree in mathematics, economics, finance or other business-related areas with strong quantitative and analytical course content or direct relevant experience
• Minimum 2-3 years of pension experience within an insurance company, financial strategy, investment, and/or actuarial consulting environment
• Familiarity with investment principles and actuarial calculations
• Willingness to obtain Life, Accident & Health Insurance licensing (if applicable)
What makes you stand out?
• Active pursuit of Actuarial and/or CFA designations a plus
• Previous experience in the insurance or group annuity market is a plus
Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and Twitter.
Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $64,800 to $129,600.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs Show more details...
via Jobs By Workable
posted_at: 5 days agoschedule_type: Full-time
We are seeking a self-motivated and hard-working Insurance, Annuity and Financial Planning Professional to join our team and make a significant impact on our clients' financial well-being. If you are dedicated to providing exceptional financial planning services and have a proactive approach to success, we want to hear from you.
We pride ourselves on fostering a unique synergy with our esteemed... estate planning sister organization. This special
We are seeking a self-motivated and hard-working Insurance, Annuity and Financial Planning Professional to join our team and make a significant impact on our clients' financial well-being. If you are dedicated to providing exceptional financial planning services and have a proactive approach to success, we want to hear from you.
We pride ourselves on fostering a unique synergy with our esteemed... estate planning sister organization. This special collaboration ensures that our Agents and Advisors engage with clients who are already in a planning mindset, leading to highly efficient interactions and a guarantee of success.
By seamlessly integrating the expertise and services of our estate planning sister organization, we can provide our team with a remarkable advantage. This advantage translates into a more streamlined and focused approach when engaging with clients. Clients who have already embraced a planning mindset are better prepared to make informed decisions, allowing our Agents and Advisors to tailor solutions that precisely align with their financial goals and aspirations.
This powerful synergy empowers our professionals to excel in their roles, delivering exceptional services and establishing lasting relationships with our clients. It embodies our commitment to delivering unparalleled value and ensuring a prosperous future for both our clients and our dedicated team.
Join us and be a part of this exciting synergy, where success is guaranteed through collaboration and a shared vision for financial excellence. Together, we'll redefine the landscape of financial planning and make a lasting impact on the lives of our clients.
Requirements:
Here are the qualifications we are seeking in our ideal candidate:
• Active Series 7 & 66 or Series 65 or ChFC Equivalent (preferred)
• Willing to obtain a Series 65 or ChFC (highly recommended)
• Clean U4 (if currently registered)
• Active Life Insurance license (required)
• Proven Sales Ability
• Proficiency in Microsoft Office
• Ethical Judgment ensuring the best interests of the clients are always prioritized.
• Advanced Communication Skills and strong persuasive and interpersonal abilities.
• Retirement Income Certified Professional (RICP) Designation (preferred)
• Willingness to travel to meet with qualified clients, with occasional overnight stays as needed.
As a Senior Market Financial Planner with us, you will enjoy the following benefits:
6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients.
Dedicated Appointment Setter who will schedule 10-12 appointments per week, ensuring you have ample opportunities to meet with potential clients.
Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best - providing expert financial advice.
Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance.
Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years Show more details...
We pride ourselves on fostering a unique synergy with our esteemed... estate planning sister organization. This special collaboration ensures that our Agents and Advisors engage with clients who are already in a planning mindset, leading to highly efficient interactions and a guarantee of success.
By seamlessly integrating the expertise and services of our estate planning sister organization, we can provide our team with a remarkable advantage. This advantage translates into a more streamlined and focused approach when engaging with clients. Clients who have already embraced a planning mindset are better prepared to make informed decisions, allowing our Agents and Advisors to tailor solutions that precisely align with their financial goals and aspirations.
This powerful synergy empowers our professionals to excel in their roles, delivering exceptional services and establishing lasting relationships with our clients. It embodies our commitment to delivering unparalleled value and ensuring a prosperous future for both our clients and our dedicated team.
Join us and be a part of this exciting synergy, where success is guaranteed through collaboration and a shared vision for financial excellence. Together, we'll redefine the landscape of financial planning and make a lasting impact on the lives of our clients.
Requirements:
Here are the qualifications we are seeking in our ideal candidate:
• Active Series 7 & 66 or Series 65 or ChFC Equivalent (preferred)
• Willing to obtain a Series 65 or ChFC (highly recommended)
• Clean U4 (if currently registered)
• Active Life Insurance license (required)
• Proven Sales Ability
• Proficiency in Microsoft Office
• Ethical Judgment ensuring the best interests of the clients are always prioritized.
• Advanced Communication Skills and strong persuasive and interpersonal abilities.
• Retirement Income Certified Professional (RICP) Designation (preferred)
• Willingness to travel to meet with qualified clients, with occasional overnight stays as needed.
As a Senior Market Financial Planner with us, you will enjoy the following benefits:
6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients.
Dedicated Appointment Setter who will schedule 10-12 appointments per week, ensuring you have ample opportunities to meet with potential clients.
Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best - providing expert financial advice.
Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance.
Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years Show more details...
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