Companies that use annuities include National Agents Alliance, Lincoln Financial Group, New York Life Insurance, and several other companies.
| Rank | Company | % of all skills | Job openings |
|---|---|---|---|
| 1 | National Agents Alliance | 25% | 0 |
| 2 | Lincoln Financial Group | 13% | 84 |
| 3 | New York Life Insurance | 8% | 873 |
| 4 | Morgan Stanley | 8% | 1,031 |
| 5 | E&A Companies | 5% | 0 |
| 6 | MetLife | 5% | 440 |
| 7 | Prudential Bank | 4% | 187 |
| 8 | Guardian Life | 4% | 556 |
| 9 | Oracle | 3% | 47,457 |
| 10 | Ameriprise Financial | 3% | 166 |
What companies use Annuities the most?
1. National Agents Alliance
Zippia score 3.9
How National Agents Alliance uses Annuities:
- Licensed Agent - Dallas Hired to sell life insurance and annuities for a network of over a dozen carriers.
- Complete documentation and underwriting for Life Insurance and Annuities and submit to carriers.
- Selected and monitored investments in bonds, banks, mutual, funds, annuities, real estate, and gold.
Most common skills for National Agents Alliance:
- Annuities
- Life Insurance Policies
- Schedule Appointments
- Sales Presentations
- Life Insurance
- Term Care
2. Lincoln Financial Group
Zippia score 4.6
How Lincoln Financial Group uses Annuities:
- Supervised the addition of new investment portfolios in proprietary and insurance partners' variable annuities.
- Provided professional assistance through Individual Annuities via the Financial Hotline.
- Served as a subject matter expert regarding annuities and Lincoln's annuity claims process and assisted hundreds of agents, attorneys,
Most common skills for Lincoln Financial Group:
- Computer System
- Customer Service
- Annuities
- Customer Complaints
- HR
- Data Entry
3. New York Life Insurance
Zippia score 4.5
How New York Life Insurance uses Annuities:
- Gained Knowledge of Financial Concepts such as: rate of return, payback period, break-even & annuities.
- Advised clients on structuring/restructuring financial plans, including Insurance, Annuities, Retirement, Taxes, Legal necessities.
- Assisted clients in achieving financial goals through skillful utilization of tax-advantaged products including: life insurance, annuities and mutual funds.
Most common skills for New York Life Insurance:
- Financial Products
- Annuities
- Life Insurance
- Financial Services
- Cold Calls
- Term Care
4. Morgan Stanley
Zippia score 4.6
How Morgan Stanley uses Annuities:
- Initiated and oversaw one program that took branch sales of annuities from zero to over ten million dollars in three years.
- Advised other financial advisors in positioning annuities in client portfolios.
- Served as the subject matter expert for multiple product sets including insurance, annuities, and 401(k)s.
Most common skills for Morgan Stanley:
- Securities
- Java
- Risk Management
- SharePoint
- Fixed Income
- Derivative
5. E&A Companies
Zippia score 4.5
Most common skills for E&A Companies:
- Project Execution
- Emergency Situations
- CCTV
- Project Scope
- Advisory Boards
- Mowing
6. MetLife
Zippia score 4.4
How MetLife uses Annuities:
- Provided clients with lifetime income solutions and downside market protection through use of annuities.
- Promoted an array of products including life, health, disability, annuities, and long-term care.
- Changed roles due to relocation) Contacted insurance brokers to review transactional data related to annuities.
Most common skills for MetLife:
- Customer Service
- Process Improvement
- Life Insurance
- Annuities
- Application Development
- QA
7. Prudential Bank
Zippia score 4.7
Most common skills for Prudential Bank:
- Loan Portfolio
- CRM
- Loan Packages
- Disaster Recovery
- Customer Calls
- Sales Associates
8. Guardian Life
Zippia score 4.4
Most common skills for Guardian Life:
- HTML
- Unix
- Test Cases
- Life Insurance
- Jenkins
- Customer Service
9. Oracle
Zippia score 4.6
Most common skills for Oracle:
- Java
- Cloud
- CRM
- UI
- ERP
- HTML
10. Ameriprise Financial
Zippia score 4.5
How Ameriprise Financial uses Annuities:
- Obtained Insurance License 215 for Life, Health and Variable Annuities.
- Performed rate renewal and new money rate calculations for entire block of fixed annuities and variable annuity separate accounts.
- Presented financial planning solutions utilizing equity and fixed products, annuities and insurance.
Most common skills for Ameriprise Financial:
- UI
- Web Content
- Oracle 11G
- Customer Service
- Architecture
- Client Accounts
12. American Family Insurance
Zippia score 4.5
Most common skills for American Family Insurance:
- Amazon Web Services
- Customer Service
- Windows XP
- Insurance Policies
- Jira
- Casualty Insurance
13. Equitable Holdings
Zippia score 4.8
Most common skills for Equitable Holdings:
- Financial Products
- GAAP
- Direct Reports
- Client Relationships
- Life Insurance
- Scheduling Appointments
14. Accenture
Zippia score 4.7
Most common skills for Accenture:
- Java
- Project Management
- Architecture
- HR
- QA
- SharePoint
15. CNO Financial Group
Zippia score 4.2
Most common skills for CNO Financial Group:
- SME
- ETL
- SVN
- Data Quality
- Customer Service
- JCL
16. Regions Bank
Zippia score 4.1
How Regions Bank uses Annuities:
- Achieved sustained revenue improvement in loans, annuities and deposit accounts every month at bank.
- Top in sales for Florida in Life insurance policies, met and exceeded goals in fixed annuities.
Most common skills for Regions Bank:
- Customer Inquiries
- Customer Service
- Customer Issues
- Bank Products
- Bank Policies
- ATM
17. Axelon Services
Zippia score 4.8
Most common skills for Axelon Services:
- Excellent Candidate
- Safety Equipment
- Search Engine
- Network Connectivity
- Access Database
- BIM
18. Prudential Financial
Zippia score 4.8
How Prudential Financial uses Annuities:
- Obtained licensing: Life & Health / Series 6 Securities Ohio and Indiana/Variable Annuities.
- Offered life insurance, annuities, and other financial savings products to individuals and businesses in the New Jersey area.
- Specialized in the sale of insurance, annuities, group health, and retirement products.
Most common skills for Prudential Financial:
- Customer Service
- Annuities
- Oracle Sql
- Financial Reports
- Financial Statements
- GAAP
19. Matrix Absence Management, Inc.
Zippia score 3.5
Most common skills for Matrix Absence Management, Inc.:
- FMLA
- Medical Claims
- Data Entry
- Medical Appointments
- Performance Evaluations
- Tax Reports
Other skills
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Updated December 28, 2023