Insurance Account Manager Jobs

If you're ready to be part of one of the most respected and successful Sales teams in the insurance industry, you're ready for Prudential Financial! Our Annuities business is booming, which has created outstanding positions for customer-focused go-getters with a passion for driving results. Prudential Financial is a global leader in the financial services industry, ranked in Business Week's Top 50 Performing Companies, DiversityInc's top employers for minorities, and Working Mother's best places to work. As a business leader, we're focused on shaping the future. As an employer, we're focused on helping our team members shape exceptional Sales careers.
Description:

Successful Associate Internal Wholesale candidates will:
*     Obtain a broad perspective of the annuities industry and key competitors in the market place
*     Stay informed of business trends in the industry in order to be proactive in providing Sales solutions
*     Work closely with External Wholesalers, Marketing, Compliance, and Sales management departments
*     Build relationships with Financial Professionals within territory
*     Demonstrate a solid understanding of the annuity industry
*     Solid understanding of a business-to-business sales model
*     Participate in an attractive compensation plan
Skills Required:

*     1 - 3 years of sales experience, preferrably in financial services, banking or insurance industries
*     Action oriented - dynamic self-starter with entrepreneurial spirit and drive
*     Excellent telephone communication skills
*     Strong teamwork orientation
*     Strong customer focus
*     Obtain FINRA Registrations and State licenses within specified time-frame

Skills Developed:

*     FINRA Registration Series 6 and 63
*     Resident state insurance licenses
*     Extensive Product knowledge
Any applicant selected for this position will be required to submit to an extensive background screening and a credit check. Failure to comply will eliminate an applicant from consideration for this position. Any negative information obtained as a result of the background screening may result in the disqualification of the applicant from this and any other position in Prudential, including their current position if they are an internal applicant.

Prudential is an Equal Opportunity/Affirmative Action Employer and is committed to diversity in its workforce.
To Apply for this position, please CLICK HERE

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USAA is currently seeking a talented Financial Advisor III for our Phoenix, AZ facility for a September start date.

As a Financial Advisor III for USAA, you will assess member financial situations and goals to make appropriate financial recommendations. You will provide financial advice on an array of financial issues, to include the subjects of retirement planning, college funding, insurance planning, asset allocation and basic debt management. Recommend appropriate financial planning products, and develop financial strategies based on clients' goals, individual needs and life events. This is the entry level of the Financial Advisor hierarchy. This position requires acquisition and maintenance of applicable licenses, designations or certifications.

Job duties:

• Assess member financial situations by integrating information from multiple data sources. Demonstrates an understanding of client's financial needs and works with client to develop, implement, and modify financial strategies. Gives compliant and actionable financial guidance to achieve desired financial outcomes. More complex financial situations may be discussed with or elevated to Financial Advisors II or I.
• Performs needs analysis of clients' personal and financial situations. Listens very closely to member needs and breaks down complex topics, products, and issues into simple solutions. Integrates multiple product features and presents analysis to client along with various strategies and recommendations with an enterprise wide focus.
• Utilizes enterprise product menu, systems and resources to appropriately advise members on all USAA products.
• Completes/updates documentation consistent with USAA's Financial Advice and Guidelines, policies and procedures and various cross company USAA systems.
• Keeps current on proposed and new legislative initiatives that may impact the economy, society, and personal financial situations. Explains implications of economic trends and tax law changes.

• Bachelor's degree or equivalent work experience.
• Earn and maintain applicable insurance license, designation, and/or securities registration to include NASD Series 7, 63, 65, Life and Health licenses and Chartered Retirement Planning Counselor (CRPC) designation.
• Minimum three years' customer contact experience.
• One year financial services experience (to include Life, Investments, or Financial Planning).

Qualified applicants must successfully complete a pre-employment background and drug screen.

USAA is an Equal Opportunity Employer.

If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id Register to View -668