Director, Annuity & Insurance Product Due Diligence
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
$125k-$150k/yrHybridFull Time
Osaic: Wealth management platform for independent financial professionals
5+ YOE5+ years experience in annuity/insurance product due diligence or product management; deep annuity and life insurance expertise; strong analytical, regulatory, and stakeholder management skills.
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
United States or Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek
$80k-$225k/yrHybridFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
5+ YOERequires 5+ years in life and annuity insurance, 3+ years with policy administration systems or digital insurance platforms, 3+ years with accessibility, security, and portal frameworks, and a bachelor's degree or equivalent.
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.
Edward Jones: Provides personalized financial advice and wealth management services.
2+ YOERequires Series 7, 66, 9, 10, 24, and insurance licenses, extensive product and regulatory knowledge, supervisory systems expertise, communication skills, and coaching ability.
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.
AAA Northern California, Nevada & Utah: Roadside assistance, insurance, and travel services for club members.
1+ YOEHigh school diploma or GED, valid automobile operator's license, active state resident life insurance license, and preferred life insurance or annuity sales experience. Strong sales, communication, relationship-building, and computer skills required.
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.