Director, Annuity & Insurance Product Due Diligence
Atlanta or La Vista or Oakdale or Scottsdale or Berwyn or St. Petersburg
$125k-$150k/yrHybridFull Time
Osaic: Provides wealth management services to independent financial advisors.
5+ YOE5+ years in annuity/insurance product due diligence or product management, expertise in annuity and life insurance products, insurer financial strength analysis, regulatory knowledge (FINRA/SEC/Reg BI), strong analytics and stakeholder communication.
Director of Annuity Solutions - $125-150K Base Salary Plus Bonus
Scottsdale, Arizona, United States
$125k-$150k/yrOnsiteFull Time
Trajan Wealth: Provides wealth management, investment, and tax planning services.
5+ YOESeries 65 or 66 and Life & Annuity license, bachelor's or equivalent, 5+ years client-facing advisory/annuity experience, clean BrokerCheck, Salesforce and Microsoft Office proficiency, strong communication and revenue track record.
Portal Product Owner - Life and Annuity Business Unit
Hartford or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$80k-$225k/yrHybridFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
5+ YOE5+ years life & annuity experience, 3+ years with policy administration or digital insurance platforms, 3+ years with accessibility/security/portal frameworks, bachelor’s degree or equivalent, experience translating roadmaps into epics/user stories.
Arizona or Tempe or Missouri or St. Louis or United States
HybridFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Requires Series 7 (held ≥2 years) and Series 66, Series 9, 10, 24 and insurance license (obtainable within 4 months if not held); strong product, regulatory, and supervisory knowledge; excellent communication and coaching skills.
Accenture Life Insurance and Annuity Industry Data Product Lead
Morristown or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego or United States
$113k-$338k/yrRemoteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
5+ YOE5+ years insurance industry and enterprise product experience, 3+ years life insurance/financial experience, 2+ years AI experience, product roadmap and go-to-market expertise, bachelor's degree or equivalent experience, strong leadership and stakeholder skills.
Nationwide: Provides insurance and financial services for individuals and businesses.
3+ YOESeries 6 preferred; undergraduate degree preferred; 3+ years customer support experience; annuity product knowledge and escalation management; strong communication and relationship skills.
Scottsdale or Oakdale or La Vista or St. Petersburg or Atlanta
$45k-$50k/yrHybridFull Time
Osaic: Provides wealth management services to independent financial advisors.
High school diploma required (bachelor's preferred), excellent communication, ability to prioritize, analytical skills; FINRA Series 6 or 7 preferred; familiarity with annuity workflow.
Associate Family Office Fiduciary Advisor - - $80-130K+ total compensation
Scottsdale, Arizona, United States
$80k-$130k/yrOnsiteFull Time
Trajan Wealth: Provides wealth management, investment, and tax planning services.
Active Series 65 or 66, Arizona Life & Health/Annuity license, clean U4, bachelor's degree or equivalent, strong communication and organizational skills, proficiency with Microsoft Office and CRM.
Investment Executive (Financial Advisor) Greater Phoenix, AZ
Phoenix or Scottsdale
OnsiteFull Time
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
Prior brokerage experience; Series 7 and 66 (or 63 and 65) and state insurance licenses required; variable annuity license required; strong sales, coaching, and client relationship skills; travel within territory.
Family Office Fiduciary Advisor - $120-180K+ total compensation
Scottsdale, Arizona, United States
$120k-$185k/yrOnsiteFull Time
Trajan Wealth: Provides wealth management, investment, and tax planning services.
3+ YOEActive Series 65 or Series 7 & 66, Arizona life & health/annuity insurance license, clean U4, bachelor\u0002s or equivalent, 3+ years advisor/wealth management experience, CRM and Microsoft Office proficiency.
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York or Oklahoma City or Cleveland or Austin or Albany or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Beaverton or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Detroit or Nashville or San Diego
$80k-$294k/yrFieldFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
7+ YOE7+ years experience with life & annuity carriers, 3+ years in agile delivery as product manager/owner, ability to shape and lead consulting engagements, foundational AI/agentic AI knowledge, creative problem solving; travel up to 80%.
Integrity Marketing Group: Distributes life, health and wealth insurance products via technology.
3+ YOEBachelor’s degree; FINRA Series 7 active; must obtain Series 14/24 and 63 within 6 months; Life and Annuity license preferred; 3-5 years securities and life insurance compliance experience; strong communication and project management skills; proficient with Excel, Acrobat, Access, Outlook, PowerPoint.
Integrity Marketing Group: Distributes life, health and wealth insurance products via technology.
5+ YOESenior financial analyst experience; proficient in MS Excel; CFA/CPA a plus; Finance/Economics degree; knowledge of forecasting and cost accounting; ERP familiarity.
Integrity Marketing Group: Distributes life, health and wealth insurance products via technology.
Bachelor’s degree in business/finance/economics; MBA/CFA/FRM a plus; strong Excel/PowerPoint; experience with product development and project management.