Job Title: Director, Annuities Advanced Planning
Company: Prudential
Location: WEST COAST LOCATION, CA
Description:
The Director, Advanced Planning provides value-add support to the Sales and Distribution organization. This support is primarily in the delivery of educational seminars for insurance, CLU, ChFC, CIMA, CFP, CPA and CLE continuing education credit, as well as informational seminars for financial professionals, clients/prospects, and key accounts. The seminars may also be part of internal, broker-dealer or industry events, and contain timely information about relevant tax rules and regulations. The incumbent will also provide technical assistance to internal and external wholesalers and advisors on client/prospect situations. In addition, this individual will assist in identifying training needs for internal associates and developing education tools to address those needs. This position will be located in Western United States. Bachelor's degree preferred (advanced degree (JD or MBA) preferred)10 or more years of advanced planning or comparable expertiseIndustry designation, such as CPA, CLU, ChFC or CFP, preferredFINRA Series 6 or 7 required, or must obtain, within 3 monthsInsurance license required, or must obtain, within 6 monthsVery strong presentation and facilitation skills.Ability to understand technical information and convey in an understandable fashion to multiple audiences
Job Title: Insurance Sales -
Company: State Farm
Location: La Palma, CA
Description:
Great opportunity to turn your sales and marketing skills into a satisfying career with a company that is ranked #31 on the Forbes Fortune 500. Established agency looking for team members who will grow with us.
Description:
Combined Insurance's Worksite Solutions division is seeking enthusiastic, self motivated and career minded individuals to join our business-to business sales team in the following cities: Van Nuys, CA, San Fernando, CA, Oakland, CA, Sacramento, CA, Portland, OR, Las Vegas, NV, Albuquerque NM, Seattle, WA, New Orleans, LA, Oklahoma City, OK, Jackson, MS, Tallahassee, FL, Philadelphia, PA, Pittsburgh, PA, Atlanta, GA,, St. Louis, MO, Cleveland, OH and Minneapolis, MN.
As a W-2 Combined Insurance Worksite Solutions Account Executive, you will build and develop employer-client relationships by promoting our "U-Select" program of benefit communication while offering voluntary life and health insurance products. You will build a book of business through local employers by leveraging our existing relationships with local/national strategic partners, while you develop new employer-client relationships. We provide the opportunity for you to tap into your own resources, but also learn from the experience and talents of other professionals. We provide expense-paid classroom training at our corporate campus followed by one-week of in-field training,plus on-going sales training and sales support as needed, throughout your career. Our compensation package includes a comprehensive benefits package with major medical, dental, disability, vision, 401(k) and an employee stock purchase plan. We provide a start-up weekly stipend to assist earnings as well as a competitive first year commissions, advanced upon submission. This along with a weekly and monthly bonus option can provide you with a target income range of $50,000 to $100,000+. Your earning potential grows with your client base.
Description:
The Marketing Manager, Investment Marketing will:Serve as the lead project manager for Marketing Communications for the Prudential Annuities Investment marketing communications team; drive and manage a large number of Investment marketing projects and initiatives to maximize sales efforts across all sales channels. Utilize Copywriting skills.Develop investment positioning, sales ideas and supporting marketing literature for all new asset allocation portfolio and individual fund launchesCollaborate with marketing management, investment management and sales to develop investment marketing programs, materials and deliverablesServe as an "Investment Expert" and reviewer for materials created by all members of the marketing department to ensure consistency of message and technical accuracyEnsure all projects filter through the designated marketing literature approval process and meet established deadlinesWork closely and collaboratively with individuals from a variety of departments including Print/Fulfillment, Graphic Design, Legal/Compliance, Project Leadership and Sales Results-oriented, driven professional with 5-10 years of experience in the financial services industry; investment and/or variable annuity experience preferredProven ability to create high-impact marketing materials, sales stories and sales toolsAn independent, self-starter with the ability to manage multiple projects and priorities simultaneouslyStrong written and oral communication skills. Demonstrated writing skills.and Strong Copywriting skills desiredFINRA Series 6 desired; will be required within 3 months of hireBachelors Degree required
Description:
SALES ASSOCIATE FOR BUSY MIAMI STATE FARM INSURANCE AGENCY. BENEFITS INCLUDED.
Job Title: Property & Casualty Specialist
Company: MetLife Auto & Home
Location: Jefferson City, MO
Description:
MetLife Auto & Home is expanding our dynamic sales team.
We're seeking assertive, business savvy, self-starters to join our team as a Property and Casualty Specialist Insurance Agent.
These agents will market auto and home insurance lines as well as other related products available through our affiliates.
MetLife Auto & Home:
*Offers a lucrative compensation plan with unlimited earnings
*Provides a comprehensive benefits package--401k, medical, dental
*Differentiates itself from the competition with our unique superior products
*Gives Agents the tools they need to drive sales and establish rapport with new and existing clients
*Coaches and mentors agents with a professional and caring sales management team
Candidates must Invest capital in their marketing strategy, establish a new sales office in their community, and have a combination of sales, business and management experience.
Please email your resume' to Ruth Wright at Register to View
Description:
The Manager, Client Support and Operations Relationship Management would have mastered the Operations RM role and be viewed as a resource to other Operations RMs. The incumbent would be assigned mentoring responsibilities and should be able to substitute a Sales RM as necessary. The incumbent would also possess strong relationship management skills, negotiation skills, firm management skills, excellent communication skills, and strong presentation skills. This manager must be licensed as a Principal (Series 26) and would spend a majority of his/her time coaching and mentoring the Operations RM team and creating and driving strategic activity within the team focused on:
Driving sales and market share growth by partnering effectively with BD contacts and sharing information with sales partners,
Creating and executing consistent, high-quality messaging to our BD partners, and
Identifying and executing high impact / pay-off BD initiatives
Finally, the Manager, Client Support and Operations Relationship Management should demonstrate leadership and would be responsible for communicating team successes and challenges to SRM management.
Key responsibilities include:
Develop solid working relationships with BD contacts:
Conduct regular site visits in addition to conference calls and email communications (derived by segmentation tool) in partnership with Operations, Sales, and Internal RMs
Ensure maintenance comprehensive contact list (providing regular updates to Internal RMs) and deliver high-quality messaging to drive sales and market share growth
Partner with firm contacts for business planning purposes - focus on identifying key BD initiatives that Prudential Annuities can plug into to become / maintain a partner of choice
Partner with Sales and Internal RMs to create a solid matrix-style relationship throughout the BD firms (derived by segmentation tool)
Ensure effective account documentation is maintained by Operations RMs:
Develop and manage annual SAP in partnership with Sales RM and Internal RM teams; making sure team members are providing regular updates and sharing with SRM management
Share firm intelligence with key internal business partners - external and internal wholesalers, BDS, SRM, Operations, Marketing, Product/Investments, etc.
Ensure proper documentation of site visit activity in Sales Call Reports prepared by Operations RM team and share with SRM team on a timely basis
Serve as key contact for OMR (Operations Management Roundtable) group and actively participate in key industry events
Provide analysis and develop strategy around the ACES survey conducted by the OMR group
Attend and actively participate in Insured Retirement Institute (IRI) conferences and events
Manage relationship with Pershing
Identify opportunities for growth within these firms
Create and execute strategy to capitalize on growth opportunities
Monitor Service/Operations issues escalated by the BDs to drive timely resolution and to facilitate internal business process evaluation with ASG / Operations when necessary
Build effective partnership with SRM's case manager from ASG to effectively and efficiently facilitate problem resolution
Partner with Sales Project Management team to ensure firm-specific needs are effectively communicated and contemplated on broad project teams
Provide representation for SRM on project teams formed for specific-firm initiatives
Create effective partnerships throughout Prudential Annuities
Partner with Sales and BDS Desks - facilitate regular Partnership meetings and provide frequent communication back and forth between the teams
Leverage eCommerce, Operations Teams, Marketing, Product/Investments to execute BD initiatives (documented in the SAP)
Actively participate in team meetings
Identify, share, and adopt best practices with the team
Partner with Customer Service to ensure consistent messaging across all key and non-key account communications as well as to provide coverage when needed
Assist in training and provide coverage for other Operations RMs when necessary
Cross-channel focus:
Identify attributes among the channels that are common and those that are unique to a channel in order to leverage resources across channels and provide insight to the team
Teamwork / Leadership:
Demonstrate Leadership across the SRM organization
Provide coaching and mentoring to members of the team
Run Team Meetings - encouraging sharing and adopting best practices from others
Drive department / corporate initiatives with the team
Lead by example showing commitment and motivation to the team
FINRA Series 6 or 7 and Series 63 and 26 required
Bachelors degree required
8 plus experience in financial services, operations experience preferred
Effective communication and partnering skills
5 years management experience preferred
Job Title: Career Associate
Company: AFLAC
Location: Chico, CA
Description:
EVER THOUGHT - EVER WONDERED - Where will I be five years from now if I remain in my current position? Will I attain the financial security I need (or that my family needs)? Do I really enjoy my current occupation and lifestyle? Have I ever considered being my own boss? Would I like the opportunity to earn a substantial income?
AFLAC HAS THE ANSWERS - National TV and print advertising, an outstanding compensation package where YOU control how much you earn, potential annual increases, and exciting incentives and a stock bonus plan.
CAREER OPPORTUNITY - Aflac is currently seeking sales associates. We are looking for self-motivated professionals to join one of the fastest-growing career/business opportunities in America. If you want to begin or further your career in sales, Aflac is WHERE YOU WANT TO BE!
THE AFLAC OPPORTUNITY OFFERS - Support for the entrepreneur at all organizational levels, education through Aflac University and field training in all areas, awards, recognition, and trips, unlimited income and financial rewards, top commissions, including advance and residual income,company-paid stock bonus of 3.5 percent.
Job Title: Financial Sales Specialist
Company: G & L Financial Services
Location: Denton, TX
Description:
As a Life and Financial Sales Representative you will build and develop relationships with our existing Multiline field force and existing clients to sell our Life and Financial Products. We are looking for a professional with a competitive and entrepreneurial attitude for success! A successful candidate would have a desire to make an extarodianary income and the ability perform at a very high level.
Resposibilities:
Sell Life and Financial products to existing clients
Counsel and advise on matters of protection and coverage
Give presentation to decision makers
Meet monthly production goals
Contact and set appointments with clients.
Manage all aspects of the client from pre-sale through close.
Partner and develop strong working relationship with existing sales force.
Knowledge and Expertise of Advanced Life Sales helpful.
Benefits:
Working with our Multiple Line Field Force;
Solves or Greatly Reduces Propecting Problem
Increases Actiivity which equals Increased Income
Leverages off of all Agents' Credibility with client prospects- Warm Introductions
Unlimited Income potential
All Backroom Handled-from Submission to Issue by provided support staff.
Ability to Qualify for Company Awards and Marketing Conferences.
THIS OPPORTUNITY IS IN THE DFW REGION.
Job Title: Insurance Customer Service Rep
Company: Tampellini Agency, Inc
Location: Amityville Village, NY
Description:
Property and Casualty Customer service Rep needed for busy Nationwide Insurance office. Must have experience in Home & Auto sales and service, have a friendly personality and enjoy dealing with the public. Comml experience a plus. Salary will depend on experience. Please call for an interview. Ft and PT will be considered for the right candidate.