Annuities jobs near me - 115 jobs

Ignite Your Sales Potential with Beacon National Agency! Beacon National Agency is actively seeking highly driven and charismatic individuals to join our dynamic team as Remote Customer Sales Representatives. This is an exceptional and empowering opportunity for independent professionals to harness their sales acumen and cultivate a thriving career path with a truly unlimited earning potential in this 1099 independent contractor position, all from their preferred remote workspace. Why Partner with Beacon National Agency? Forge Your Financial Future: Uncapped Commission Structure. At Beacon National Agency, your drive directly translates into remarkable financial reward. Our innovative, uncapped commission structure ensures there are no limits to your earnings - the more effectively you connect with clients and drive value, the greater your compensation. Empowered Selling: No Cold Outreach. Eliminate the grind of cold calls. We equip our representatives with a continuous flow of pre-qualified customer leads, allowing you to concentrate solely on building authentic relationships and delivering exceptional value. Mastery Through Development: Whether you're a seasoned sales veteran or embarking on a new professional chapter, our comprehensive development program is designed for your success. Benefit from expert mentorship, advanced sales platforms, and continuous support to elevate your skills and confidently close deals. Meaningful Impact: Play a pivotal role in empowering families to secure their financial well-being. You'll introduce essential financial instruments such as Indexed Universal Life (IUL) plans, annuities, and life insurance policies, providing critical security and peace of mind. True Remote Flexibility: Embrace the freedom of a fully remote role, granting you the autonomy to shape your workday and integrate your professional ambitions seamlessly with your personal life. Your Contribution: Crafting Customer Success As a Remote Customer Sales Representative, you will be the cornerstone of our client relationships, guiding them towards optimal financial solutions: Engage & Understand: Initiate meaningful conversations with prospective clients via virtual consultations and phone, adeptly identifying their unique needs and aspirations. Tailored Solution Delivery: Articulate and present customized financial strategies, encompassing comprehensive Life Insurance policies, dynamic Indexed Universal Life (IUL) plans, and secure Annuities, ensuring each client's specific goals are met. Navigate the Journey: Skillfully guide qualified leads through the entire application process, ensuring a smooth and supportive experience. Exceed Expectations: Consistently achieve and surpass sales objectives, meticulously tracking your progress and contributions. Collaborate & Thrive: Contribute to a supportive and growth-oriented team environment, sharing insights and celebrating collective achievements. What Makes You a Beacon Representative? We are seeking individuals who embody: Exceptional Relational Skills: The innate ability to build rapport, communicate persuasively, and foster trust with diverse individuals. Self-Directed & Accountable: A strong capacity for independent work, effective time management, and consistent high performance in a remote setting. Growth Mindset: An eagerness to absorb new information, embrace feedback, and continuously refine your sales techniques. Digital Fluency: Proficiency with virtual communication platforms (e.g., Zoom) and modern remote sales technologies. Ambitious Drive (Preferred): A proactive, entrepreneurial spirit with a relentless focus on achieving ambitious goals. Client-Facing Experience (Valuable, Not Essential): While a background in sales or customer service is an advantage, it's not a strict requirement. Unlock Your Career Potential: This is far more than a typical remote sales position; it's an invitation to a high-impact, high-reward career path offering unparalleled flexibility and limitless financial growth. Beacon National Agency provides the leads, the training, and the support - we're seeking individuals with unwavering determination and a passion for customer success. This opportunity is perfectly suited for: Career transformers seeking true financial autonomy. Seasoned sales professionals desiring greater freedom and direct control over their income. Highly motivated individuals ready to maximize their earning potential on their own terms. Ready to illuminate your career journey? Connect with us today - comprehensive training commences immediately! Important Note: This is an 1099 independent contractor (self-employed) position with an uncapped commission structure. Successful candidates will be responsible for managing their own taxes, benefits, and business expenses in accordance with local regulations.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At Horace Mann, we're a purpose-driven company passionate about serving educators and the communities that support them. As a Retirement Advocate, you'll play a vital role in helping educators achieve financial security and peace of mind for the future. In this role you'll process new business transactions, ensure accuracy and compliance, and provide high-quality support to our field sales teams and policyholders. You'll work in a collaborative environment that values innovation, continuous learning, and professional growth. If you're motivated by helping others, enjoy problem-solving, and are ready to make a difference in a mission-based organization, we'd love to hear from you. Key Responsibilities Process Annuity new business and in-force transactions accurately and efficiently. Achieve or exceed established service standards, productivity, and quality goals. Review applications to ensure all information is received “In Good Order”, identifying and correcting any discrepancies. Collaborate and communicate effectively with the field sales team via phone or email to obtain required information. Gain a comprehensive understanding of Annuity operations, including ACH transactions, allocation changes, withdrawals, surrenders, and related processes. Identify and recommend process improvements to enhance service delivery and operational efficiency. Work as part of a flexible, cross-functional team to maintain workflow efficiency and operational excellence. Qualifications & Experience High School Diploma or equivalent required; 1-2 years of college preferred. 1-2 years of experience in retirement services operations or the financial services industry. FINRA Series 6/63 licensure strongly preferred. Strong knowledge of retirement products, IRS tax regulations, and FINRA/SEC requirements related to annuities and retirement plans. Exceptional communication and analytical skills, with a strong commitment to accuracy and service. Above-average math and accounting proficiency. Prior call center or customer service experience preferred. Commitment to ongoing learning - participation in continuing education and LOMA coursework (ACS designation) encouraged. Flexibility to work overtime or adjust schedules as business needs require. Pay Range: $17.16 - $25.38 Salary is commensurate to experience, location, etc. #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Non-QM Income Specialist is responsible for the first level of qualification for any borrower seeking a loan through CrossCountry Mortgage LLC. This position will review completed loan applications and documentation from the Loan Originator and pre-qualify all applicants according to published guidelines. The Income Specialist will alert the LO and support staff to potential problems in a loan. Once a loan is pre-qualified, the Income Specialist is responsible for the assessment of qualification. This position operates within Mountain and Pacific time zone working hours to support the Pacific region. Job Responsibilities: Perform an in-depth review of at least 75 proposed transactions per month. Reference a wide variety of income and asset documentation when assessing a loan application; determine borrower income based upon lending guidelines. Evaluate a purchase contract and determine borrower's income, assets, liabilities, and obligations from the following document types: Income documentation including, but not limited to, paystubs, 1040's, 1120's,1065's, W-2's, 1099's, K-1's, social security, disability, and annuities. Checking accounts, savings accounts, mutual funds, IRA's, 401k's, insurance plans, stock and bond portfolios. Credit report and supporting documentation as it pertains to bankruptcy, foreclosure, short sale, public records, and depth of credit. Obtain and review required loan documentation to assess whether the loan conforms with published guidelines. Acquire borrower and third party documentation through clear and concise communication for Conventional, FHA, VA, purchase and refinance transactions in a manner that is consistent with all company policies and procedures as well as all regulatory requirements. Perform credit report analysis. Communicate calculations employed to pre-qualify the applicant and impart all essential information on assessment and analysis utilized. Understand and utilize debt-to-income ratio analysis. Provide excellent customer service by effectively communicating and cooperating with all internal and external customers. Maintain up to date knowledge of and ensure compliance with changes in published guidelines, policies, and procedures, standards and regulations applicable to the company and the mortgage industry. Qualifications and Skills: Bachelor's degree in business, finance, or relevant field, preferred. NMLS License under the S.A.F.E. Act of 2008, preferred. A minimum of 5 years' experience as a Loan Processor, Loan Officer, or Underwriter in the mortgage industry. Proficient in Encompass, AllRegs, Desktop Underwriter, Loan Product Advisor, LoanBeam and industry standard income worksheets for self-employed applicants and wage earners. Knowledge of conventional and government lending guidelines and the ability to apply such guidelines to unique loan scenarios. Excellent problem solving skills. Excellent communication skills. Integrity in handling highly sensitive and confidential information. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Base Pay: $28.00-35.00 Bonus: Eligible for per file bonus incentive The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

Manager - Client Services Hybrid model - option to work from home when not on client site. Business travel required both domestic and international. Infosys McCamish Systems is a growing and thriving fully owned subsidiary of Infosys BPM Ltd in Atlanta where we are looking for a Director of Life Insurance and Annuities client accounts to manage and expand a select number of clients in the U.S and Canada .The person filling this role will build an account plan and be responsible for business development, growth, and expansion of the Infosys McCamish brand based on the account plan. Job Responsibilities: * Business development with expectation to utilize existing contacts to introduce Infosys McCamish across assigned accounts and new accounts in Life, Annuity and Retirement vertical. * Manage existing business and own the opportunity management cycle: Prospect-Evaluate-Propose-Close. * Client delivery assurance: collaborate with all delivery stakeholders involved to ensure fulfillment of all commitments to the client and the SLAs are being measured and met. * Provide client introductions, provide customer maps and organization charts in support of the account plan. * Responsible for competitor analysis, market trends and intelligence for the deal and business units supported in the account. * Account planning and governance: create the account plan including relationships required, opportunities to be pursued, price decisions, etc. Qualifications: Basic: * Minimum of a bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. * At least 11 years of experience related to the job description. Preferred: * Previous experience as a Director of Business Development in a rapidly growing client relationship. * Insurance industry knowledge - Life Insurance and Annuities. Highly preferred. * Retirement industry knowledge-non-qualified deferred compensation * Effective & Structured Communication Skills * Conflict Resolution/ Consensus Building skills * Problem Solving Skills, Negotiation Skills * Commercial acumen * Leadership & Networking Skills * Client Interfacing/Sales/Solution Design * Global Delivery Model experience. * Experience managing and communicating with large international teams. Note: Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa (H1B or otherwise). The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. Work Model This role is client facing with the option to work from home when not at a client site. This role will require business travel domestically and internationally. About Us Infosys McCamish Systems,(****************************************** located in Atlanta, Georgia, is the Life Insurance and Retirement Services subsidiary of Infosys BPO Limited. (**************************** Infosys McCamish was started in 1985 as a virtual insurance company and went to market as a commercial services provider in 1995.It has an outstanding business perspective and an exemplary track record that no other outsourcer of business solutions can claim - generating US$16 billion of recurring premium in less than five years as a virtual insurance company. Infosys McCamish has expert technology and outsourcing credentials, along with a proven business model for re-engineering systems and performing back-office services at a reduced cost, while reinforcing accuracy, speed and security. Seven of the top ten US insurers are among Infosys McCamish's many BPM clients. Infosys McCamish has its operations spread across Atlanta GA and Des Moines IA in USA. EOE/Minority/Female/Veteran/Disabled/Sexual Orientation/Gender Identity/Nationality Infosys is an equal opportunity employer, and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, spouse of protected veteran, or disability.

Join Stratford Davis Staffing as a Remote Product Sales Representative! Are you ready to take control of your career, unlock your earning potential, and enjoy the freedom of working from anywhere? Stratford Davis Staffing is looking for driven, motivated individuals to join our team as Remote Product Sales Representatives. This is your chance to thrive in a fast-paced, rewarding role with endless opportunities for growth and success. Why Choose Stratford Davis Staffing? At Stratford Davis Staffing, we're more than just a workplace-we're a community built on trust, innovation, and success. Here's why top talent chooses us: Award-Winning Culture: Recognized by Entrepreneur Magazine as a Top Company Culture and with stellar employee ratings on Glassdoor and Indeed, you'll love being part of a supportive and empowering team. Proven Excellence: With top-tier accolades from the Better Business Bureau (BBB), Trust Pilot, Google, and Yelp, we've earned our reputation as an industry leader. Rapid Growth: We've been featured on the Inc. list of fastest-growing companies for six years running-join us to be part of this incredible momentum. What You'll Do as a Product Sales Representative: In this remote, independent contractor role, you'll have the flexibility to design your own schedule and the opportunity to achieve financial freedom. Your responsibilities will include: Client Engagement: Respond to inbound requests and inquiries about financial products, such as Indexed Universal Life policies, annuities, and life insurance. Personalized Solutions: Gather client information, identify their needs, and present tailored product recommendations in virtual consultations. Sales Success: Leverage our proven system to close deals and help clients achieve financial security while building long-term relationships. What We Offer: Unlimited Earning Potential: Our top sales representatives earn over $150,000 in their first year! Performance Bonuses: Earn up to $30,000 in additional bonuses during your first 120 days for meeting key benchmarks-on top of daily commissions. Comprehensive Training: Gain access to free, interactive online training and ongoing mentorship to master your craft. Daily Commission Payouts: Experience the convenience of daily payouts in a commission-only structure. Cutting-Edge Tools: Work with state-of-the-art technology designed to simplify and supercharge your sales process-at no cost to you. Incentive Travel: Qualify for annual, all-expenses-paid trips to incredible destinations worldwide. Flexibility & Freedom: Enjoy the ultimate work-life balance by working remotely, with no mandatory meetings or office requirements. We're seeking goal-oriented, self-motivated individuals with: Integrity: A strong commitment to ethical practices and honesty. Growth Mindset: A passion for learning, improving, and reaching new heights. Humility & Openness: A willingness to receive coaching and feedback. Strong Communication Skills: The ability to connect with clients and present solutions effectively. Your Path to Success Starts Here! Ready to join a dynamic, fast-growing team where your success is celebrated and your potential is limitless? Take the next step in your career and apply today! Don't wait-take control of your future and join a company that values your ambition, rewards your hard work, and supports your growth every step of the way. How to Apply: Send your resume to Stratford Davis Staffing, and we'll schedule a conversation to discuss this exciting opportunity. Important Information: This position is classified as a 1099 independent contractor role and is commission-based. Applicants must currently reside in the United States to be considered.

Patent Agent or Attorney Position Type: Full-Time Employee Department: Legal/Administration Experience: 5 - 7 years Watchmaker Genomics seeks a highly skilled and experienced Patent Agent or Attorney to join our legal team. This individual will be pivotal in driving the strategy and execution of the company's innovation engine. As a Patent Agent, you will oversee all aspects of the company's intellectual property, including patents. The ideal candidate will have a deep understanding of the life sciences industry, specifically genomics, protein engineering, and next-generation sequencing, and a strong background in IP law. This individual will also provide support on license agreements, MTAs, commercial contracts, and due diligence projects. The successful candidate will thrive in a dynamic, fast-paced working environment and contribute directly to our company culture and success. The position provides an opportunity to participate in the growth and success of our business. Responsibilities Patent Prosecution & IP Management Draft, file, and prosecute U.S. and international patent applications related to enzyme engineering, NGS reagents, kits, and platforms. Collaborate closely with R&D teams to identify inventions, maintain lab notebooks, and conduct invention disclosure reviews. Support freedom-to-operate (FTO) analyses and monitor competitor IP landscapes. Coordinate with outside patent counsel and foreign associates to manage global prosecution. Transactional Support Assist legal team in reviewing, drafting, and negotiating: License agreements (in- and out-licensing of IP) Material Transfer Agreements (MTAs) Collaboration and Sponsored Research Agreements (SRAs) Supply, distribution, and commercial contracts Support IP diligence activities for partnerships, M&A, and financings. Strategy & Operation Help refine and implement company-wide IP strategies aligned with business and scientific goals. Support development of IP awareness and training for R&D staff. Track docket deadlines and ensure timely execution of filings and annuities. Skills and Requirements Required Bachelor's, Master's, or PhD in Molecular Biology, Biochemistry, Genetics, or related field. USPTO registration as a Patent Agent. 5-7 years of patent prosecution experience (in-house, law firm, or combination), with life sciences patent drafting and prosecution experience. Familiarity with IP issues in genomics, diagnostics, or enzyme technologies. Strong writing skills, attention to detail, and ability to communicate complex ideas clearly. Preferred Jurist Doctor with a willingness to collaborate closely with in-house counsel on legal strategy Experience with commercial contract drafting or review (NDAs, licenses, MTAs). Background in next-generation sequencing or biotech tools. Prior experience supporting cross-functional legal or BD teams. Compensation The base compensation for the Patent Agent role starts at $130,000-$160,000 + bonus + equity; actual pay will be adjusted based on skills and experience. Employees are eligible for Flexible Time Off, Holidays, employer covers 75% of base medical plan with buy-up options, EAP (employee assistance program), employer paid dental, employer paid vision, employer paid $25,000 life/AD&D policy, paid parental leave, and a 401(k) retirement plan with a 4% match. Application Requirements To apply for the position, please submit the following in a PDF format on watchmakergenomics.com: Letter of motivation (upload where it says cover letter) Resume or Curriculum vitae , highlighting relevant qualifications and experience Applications without a Letter of Motivation will not be considered. Applications will be accepted on a rolling basis and the position will remain open until filled; however, early submission is encouraged as review will begin immediately. If selected to participate in the interview process, the names and contact information of three professional references who are able to assess your suitability for the position in terms of the specified requirements will be requested. *** NO RECRUITMENT AGENCIES PLEASE We are only accepting direct applications for this position. We are not working with external recruiters or agencies at this time. Unsolicited resumes or candidate submissions from third-party recruiters will not be considered and will be deemed the property of Watchmaker Genomics. *** WE ARE AN EQUAL OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER Watchmaker Genomics is committed to being an equal opportunity employer and creating a culturally diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, or veteran status or any other characteristics as protected by applicable law. All applicants will be asked if currently eligible to work in the United States of America; and if now or in the future will require visa sponsorship to continue working in the United States. This position may be subject to pre-employment checks, including driving history check, drug screening and a background check for any convictions directly related to its duties and responsibilities. All pre-employment checks will comply with all applicable federal, state, and local laws.

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? Equitable is seeking Regional Vice President Annuities (External Wholesaler) to join our Team! This role is responsible for driving growth of Annuity sales through existing Independent, Bank and Wirehouse advisors in the assigned regions of Kentucky & West Virginia. In this role you will work remotely from your home office and travel up to 95% within territory. Key Job Responsibilities * Develop and manage consultative relationships with existing Independent, Bank, and Wirehouse advisors. * Assess and identify the needs of advisor clients in order to promote new products. * Develop new producers while retaining existing producers to grow market share in excess of 10%. * Educate and train advisors on Annuity products. * Champion for headquarters marketing campaigns at local client level. * Develop new relationships. Responsible for territory management. * Utilize internal sales desk for enhanced customer service. * Follow up on Internal Sales Desk leads. * Maintain sales goals. Candidate must be able to identify, create and implement annuity sales opportunities. * The candidate will be responsible for communication with Divisional Vice Presidents on an ongoing basis. The base salary for this position is $60,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program Required Qualifications * FINRA Series 6/7 and 63 * Life, Health and Annuities Insurance License * Thorough knowledge of Variable Annuities and Mutual Funds * Previous direct financial services sales experience * Valid driver's license and clean driving record are required Preferred Qualifications * Bachelor's Degree Preferred * CLU, ChFC and/or CFP a big plus * Exceptional communication/interpersonal skills, with good computer and organizational skills. * Sales experience in Virginia territory Skills Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients. Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services. Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes. Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s). ABOUT EQUITABLE At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************. #LI-Remote

Our Variable Universal Life (VUL) Insurance Specialist is responsible for handling and processing a variety of transactions related to VUL Life Insurance policies with precision and compliance. This role involves managing end-to-end service requests and providing solutions, ensuring a high standard of quality, attention to detail, and adherence to company policies and procedures. The specialist must possess a thorough understanding of VUL products, enabling them to process simple to complex transactions and respond effectively to customer inquiries and escalations, including sensitive situations and complaints. Responsibilities Demonstrate an understanding on all facets of the VUL Life Insurance products sold to be able to handle and process simple to more complex transactions with a high caliber of quality and attention to detail Processes transactions and documents records with consistent quality, attention to detail, and according to department policies and procedures. Responds effectively and appropriately to sensitive events and/or situations as needed, including customer complaint handling and escalation. Thoroughly and efficiently handles simple to complex correspondents from financial professionals, policyholders and others, answering questions regarding their VUL product and/or servicing needs, in conjunction with handling end-to-end service requests. Uses problem-solving skills to address issues and escalates concerns when necessary Possesses moderate knowledge of all facets of individual life Insurance or annuities and the products sold, with a deeper understanding of variable products. Interprets each request and navigates multiple administration systems as well as our workflow and imaging tools to gain and document needed information. Investigates and follows up on questions/issues to resolve concerns in an accurate and timely manner. Provides solutions, recommendations and product information with a sense of urgency, positivity and empathy. Seeks out opportunities to leverage best practices to meet requirements Identify, recommend and implement ongoing process improvements adhering to regulatory requirements and improve the customer experience Adheres to Service Level of Agreements (SLAs) and individual/team metrics Complies with all company and site policies and procedures Successfully completes regulatory and job training requirements Work with internal departments to ensure company meets clients' expectations Ability to work core business hours between 10:30 and 7:00 pm EST Required Skills: Ability to comprehend and articulate complex information Ability to learn and adapt in ever changing and upgrading technology Executes with urgency and professionalism Excellent analytical and organizational skills with attention to detail Possesses a great sense of self-awareness Excellent communication skills, both verbal and written, required Willingness and proven ability to work on multiple tasks and adapt to a changing work environment Strong technical skills with the ability to navigate within multiple systems Excellent problem-solving skills - the ability to see beyond the obvious into what may be intended Willingness and ability to work under pressure and meet deadlines Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement Ability to work with others in a collaborative team environment, while maintaining a self-driven mentality Excellent communication skills, both verbal and written, required Demonstrates a commitment to AI fluency by embracing AI tools and technologies to enhance individual and team performance, decision-making, and innovation Educations and Experience Minimum of 5 - 8 years of customer service experience Experience with individual life insurance/annuity products required High school diploma required Bachelor's degree preferred FINRA Series 6 license required within 180 days Base Salary Range - $60,000 -$73,000 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Who is Trace3? Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executives and their organizations to achieve competitive advantage through a process of Integrate, Automate, Innovate. Our culture at Trace3 embodies the spirit of a startup with the advantage of a scalable business. Employees can grow their career and have fun while doing it! Trace3 is headquartered in Irvine, California. We employ more than 1,200 people all over the United States. Our major field office locations include Denver, Indianapolis, Grand Rapids, Lexington, Los Angeles, Louisville, Texas, San Francisco. Ready to discover the possibilities that live in technology? Come Join Us! Street-Smart - Thriving in Dynamic Times We are flexible and resilient in a fast-changing environment. We continuously innovate and drive constructive change while keeping a focus on the “big picture.” We exercise sound business judgment in making high-quality decisions in a timely and cost-effective manner. We are highly creative and can dig deep within ourselves to find positive solutions to different problems. Juice - The “Stuff” it takes to be a Needle Mover We get things done and drive results. We lead without a title, empowering others through a can-do attitude. We look forward to the goal, mentally mapping out every checkpoint on the pathway to success, and visualizing what the final destination looks and feels like. Teamwork - Humble, Hungry and Smart We are humble individuals who understand how our job impacts the company's mission. We treat others with respect, admit mistakes, give credit where it's due and demonstrate transparency. We “bring the weather” by exhibiting positive leadership and solution-focused thinking. We hug people in their trials, struggles, and failures - not just their success. We appreciate the individuality of the people around us. ABOUT THE ROLE: The Life Cycle Management, Cisco Lifecycle Services Representative will be responsible for managing customer support Cisco renewal opportunities within assigned accounts. The LSR will consult with account teams providing strategic renewal pricing to not only execute accurate Cisco renewals but to drive revenue growth within region. In addition, the LSR will participate in the sales process as an extension of the Account Executives by building relationships with the Clients and Cisco Account Teams. This position will also be responsible for providing lifecycle support throughout the duration of the customers' renewal cycle. WHAT YOU'LL DO: Own and execute on assigned Cisco renewal opportunities within assigned accounts Coordinate and collaborate with customer and internal teams to establish timelines, action items, responsibilities and associated due dates of renewal activities in a manner that results in an on-time renewal Work with sales to identify and present upsell opportunities within existing client base Position multi-year deals & co-term with other license opportunities as to increase size of deals Engage Cisco support teams and build accurate quotes in CCW-R, 6-12 months advance of expiration Provide clients with accurate renewal quote that is in alignment with established timelines Address and resolve install base inaccuracies to ensure customers, Cisco and Trace3 install base data are aligned and accurate Collaborate with customer and sales team to capture all items available to renew in the renewal scope. Identify and communicate risk. Work to close gaps in coverage Take actions to reduce complexity e.g., minimize # of contracts Participate and contribute to customer Quarterly Business Reviews as required Maintain accurate NetSuite data for opportunities/forecasts, client information Provide financing options & related information when appropriate Process client transactions such as orders, quotes, or returns timely and accurately Setup and maintain client notes, credit limits and contacts. Facilitate post-renewal system (LAMP) updates with Data Team Maintain and expand working knowledge of current partner renewal offerings and varying service/support levels Obtain Cisco training and relevant certifications as time permits Champion best practices, policies, and procedures Communicate constructively to management and team members on challenges, ideas and updates needed to enhance policies and procedures May perform other duties as assigned by manager QUALIFICATIONS & INTERESTS: High school diploma required. Bachelor's degree preferred Minimum of 5 years of Cisco maintenance renewal management or lifecycle experience required Highly organized, detail-oriented, excellent time management skills and able to effectively prioritize tasks Proven ability to manage multiple projects at a time while paying strict attention to detail to meet deadlines Must be a good collaborator, communicator and facilitator with customers and internal cross functional teams Strong presentation skills preferred Ability to establish and execute deadlines in a fast-paced environment Emphasis on ability to build and maintain relationships Strong analytical skills regarding client quotes, reports, manufacturer data Excellent oral and written communication skills Proficiency in CCW-R, CCW & EAMP Proficiency in Microsoft Office (Excel, Word, PowerPoint, PowerPoint, Outlook) and CRM platforms. Must be competent in Excel Knowledge in Annuities (EA, SaaS & Subscriptions) preferred Good understanding of Information Technologies is a plus Actual salary will be based on a variety of factors, including location, experience, skill set, performance, licensure and certification, and business needs. The range for this position in other geographic locations may differ. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base salary.Estimated Pay Range$85,000-$95,000 USD The Perks Comprehensive medical, dental and vision plans for you and your dependents 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability Competitive Compensation Training and development programs Major offices stocked with snacks and beverages Collaborative and cool culture Work-life balance and generous paid time off Our Commitment At the core of Trace3's DNA is our people. We are a diverse group of talented individuals who understand the importance of teamwork and demonstrating leadership, character, and passion in all that we do. We're committed to fostering an inclusive workplace where everyone feels respected, valued, and empowered to grow. We recognize that embracing diversity drives innovation, improves outcomes, fosters collaboration, boosts teammate satisfaction, and builds a more inclusive culture. As an equal opportunity employer, Trace3 bases all employment decisions based on individual qualifications, merit, and business requirements. We do not engage in discrimination on the basis of race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), national origin, age (40 or older), disability, genetic information, or any other characteristic protected by federal, state, or local law. Any demographic information provided is strictly voluntary, kept confidential in accordance with Equal Employment Opportunity (EEO) regulations, and will not be used in employment decisions, including hiring, promotions, or mentorship programs. We are committed to providing equal employment opportunities for all. If you require a reasonable accommodation to complete the application process or participate in an interview, please email *********************. ***To all recruitment agencies: Trace3 does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses, Trace3 employees or any other company location. Trace3 is not responsible for any fees related to unsolicited resumes/CVs.

Ascend National Wealth Advisors, an established financial services practice for Thrivent is looking to grow and support a full-time Financial Associate. By joining our existing team, you can leverage the skill set of a top producing veteran financial advisor, robust team infrastructure, and healthy opportunity pool to accelerate your career. If you have a heart for support, and a passion for helping others reach their financial goals, we'd like to connect with you. Position Summary: This unique position provides the stability of income and the ability to focus on learning and development rather than production. You will work closely with our team receiving mentorship, coaching, training, and support in cutting-edge industry best practices. As the Financial Associate demonstrates drive, aptitude, and cultural fit, candidates can advance towards a Lead Advisor role on the team. This is an incredible opportunity for the right person to grow both professionally and financially. Responsibilities: Learn and understand the entire operation of Ascend National Wealth Advisors Participate in Joint Fieldwork with the advisors and affiliates of Ascend National Wealth Advisors to build expertise and learn best-practices within the industry Meet with new and existing clients to build a book of business and grow relationships Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts Position products, services, and strategies to help clients gain financial clarity Maintain existing client relationships through processing of client request, resolving client questions, and making sure client information and documentation are up to date Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc. Participate in events to attract new clients and provide financial education to the local community Research and respond to client inquiries Finalize, submit, and track all client paperwork for account and application changes Collaborate with Lead Advisor on complex scenarios Schedule, prep, and document all your client meetings Characteristics: Our culture and people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. Whether you're just entering the workforce, or looking for a career change, you could be a successful addition to our team if you are: Self-motivated, independent, and driven to succeed with a strong growth mindset Motivated by helping others and relationship-oriented A natural coach or guide with strong interpersonal skills Passionate about living a life of generosity by serving others, not just selling products Benefits: Generous Paid Time Off 401(k) with employer match Position Requirements: Must be fully Licensed: Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65); Life, Health, and Annuities registration required Five years' experience in the financial services industry, preferably as an advisor Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information As part of Ascend National Wealth Advisors recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. Pay Transparency Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Job Description Equivity is seeking an experienced virtual paralegal to support attorneys in corporate and transactional law matters, including business formations, contract drafting and review, and intellectual property matters. The ideal candidate will have extensive experience handling corporate filings, managing contract lifecycles, and assisting in patent prosecution. Patent litigation experience is a plus. This is a fully remote role where you'll play a key part in helping clients launch new ventures, protect their intellectual property, and achieve sustainable growth. Key Responsibilities: · Prepare and file corporate formation documents for LLCs, corporations, and nonprofits at the state level. · Draft and review a variety of contracts, including operating agreements, shareholder agreements, service agreements, and NDAs. · Prepare and manage patent prosecution filings, including USPTO applications, Information Disclosure Statements (IDS), assignments, declarations, responses to Office Actions, and maintenance fee tracking. · Coordinate with inventors, attorneys, outside counsel, and foreign associates on international patent filings (PCT and foreign jurisdictions). · Maintain and track patent and corporate compliance calendars, annuities, annual report filings, and contract deadlines. · Organize and maintain corporate records, minute books, and intellectual property portfolios. · Assist with due diligence and document organization for business transactions, including review of patent ownership and portfolio status. · Ensure compliance with corporate regulations such as the Corporate Transparency Act. · (Optional/Plus) Support patent litigation matters, including discovery management, document review and production, filing pleadings and exhibits in federal court and PTAB, litigation calendaring, and coordinating with expert witnesses. · Maintain proactive and professional communication with clients during standard business hours (9 AM - 6 PM). About You: · Minimum of 3 years of recent paralegal experience in corporate and transactional law. · Strong experience in business entity formation and corporate governance. · Patent prosecution experience is required; patent litigation experience is a plus. · Skilled in contract drafting, review, and organization. · Familiarity with USPTO filing systems, state corporate filing portals, and docketing software. · Highly organized, detail-oriented, and comfortable working independently in a virtual environment. · Equipped with a Windows-based laptop, smartphone, and broadband internet connection. Why Work with Equivity? · Comprehensive Benefits: Medical, dental, vision, paid sick leave, employee discounts, EAP, and expense reimbursements. · Flexible Remote Work: Enjoy the autonomy of working from home while contributing to meaningful legal work. · Performance Bonuses: Quarterly incentives are awarded for exceptional performance. · Professional Growth: Work with a team of experienced professionals and develop long-term relationships with a variety of clients. About Equivity: Equivity provides virtual paralegal, administrative, reception, and marketing support to attorneys and businesses across the United States. Our remote team members enjoy flexible work schedules while building strong, long-term relationships with clients. Requirements: · Bachelor's degree. · Minimum 3 years of recent paralegal experience in corporate and transactional law. · Patent prosecution experience required. · Availability to respond to client requests within one hour, Monday through Friday, 9 AM - 6 PM. · Ability to work 20-40 hours per week on an ongoing basis. Minimal Specifications: Windows 10 2GHz processing speed (typically Intel or AMD) i5 processor & above 8GB+RAM 100GB+of hard drive space Bitdefender, McAfee Antivirus Plus OR Symantec Norton AntiVirus Basic To learn more about Equivity, visit ****************** Equivity is an Equal Opportunity Employer. We are committed to fostering a diverse, inclusive, and respectful work environment free from discrimination and harassment. Job requirements Bachelor's degree. Minimum 3 years of recent paralegal experience in corporate and transactional law. Availability to respond to client requests within one hour, Monday through Friday, 9 AM - 6 PM. Ability to work 20-40 hours per week on an ongoing basis. To learn more about Equivity, visit ****************** Equivity is an Equal Opportunity Employer. We are committed to fostering a diverse, inclusive, and respectful work environment free from discrimination and harassment. All done! Your application has been successfully submitted! Other jobs

The Annuity Transformation Analyst supports our Financial Advisors, Institutions, Enterprises, and internal business partners in transacting annuities at LPL. This individual will become a Subject Matter Expert part of a specialized team supporting the evolution of our annuity experience at LPL. The Annuity Transformation team is responsible for analyzing the voice of the customer, creating open feedback loops with Annuity Service team and other internal business partners to consistently collect areas for opportunity, assessing emerging trends and patterns at LPL and within the industry, understanding the evolving needs of our client base, and supporting the transformative journey of the overall annuity experience at LPL. The Analyst role will support the Annuity Transformation team through data analysis, requirement building, supporting industry engagement, providing consultative trainings, and engaging in conversations around needs of onboarding clients. In addition, the analyst will provide escalated support to the Annuity Service Experience team and other internal and external partners by identifying, researching, and resolving or reporting technical problems received via email or inbound phone requests, while properly documenting, tracking, and monitoring issues to ensure timely resolution. Responsibilities: Collect and understand annuity voice of the Customer: Conducting reoccurring feedback sessions with the service and operations teams to identify emerging themes and/or issues. Analyze data from surveys, adviser feedback, tracking systems. Use reports to identify system issues, defects, or future design implementation. Data Analytics, trend and pattern analysis to inform continuous improvement: Gathering and analyzing data on annuity transactions and the annuity platform to drive how we improve the annuity experience. Consultative Training and group presentations: Assist leadership with M&A support in helping to facilitate training and build out of collateral material when needed. Supporting project management efforts, business requirements for system enhancements, and system testing: Provide meeting support to represent Annuity Trading to share content information and track down needed information and answers. Provide feedback regarding process workflow for purpose of increasing efficiencies and identifying potential areas for improvement (i.e. leaning in with curiosity) Assist with daily end to end system and UAT testing and onboarding of new products, product/platform updates for AOE by partnering and collaborating with carriers, vendors and internal business partners. Performs Project Management support with various annuity focused initiatives and collaborative efforts. Partners with internal and external partners through carrier relationship management and meetings. SME Support: Develop a strong knowledge of LPL processes and system platforms as they relate to annuity purchases, corrections and operations with potential growth toward SME on Annuities and Annuity Trading Systems/Processes. Support the department in risk Mitigation: Mitigate risk by completing any company required training, properly escalating issues and following department policies and procedures. Become an Annuity Trade SME: Cross train on operational tasks towards growth as Subject Matter Expert, understanding of the full trade process and ability to be perform tasks for control testing and business continuity/disaster recovery support, daily operational reconciliation oversight, review to audit operational completion to confirm any errors or omissions. Tasks include, but are not limited to AOE Tier 2 mailbox, Trade Busts/corrections, manual wire processing and oversight reports assigned. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: Understanding of the annuity/trade workflow focusing on commissions, rep IDs, carrier partnership and forms 2-3 years of relevant experience (financial operations, annuity service preferred) Highschool Diploma Core Competencies: Intermediate Excel skills including spreadsheet creation and building reports Excellent business written and verbal communication skills, including ability to present in groups up to 25 people Process efficiency mindset, and six sigma methodologies Strong attention to details Strong client focus Strong work ethic Strong organizational skills Analytical and critical thinking skills Commit to owning the customer experience by driving satisfaction to high levels and adhering to our corporate value s Preferences: Software/Systems Skills Required/Preferred: MS Office, BETA, ClientWorks, ServiceWorks, Nice, Electronic Order Entry, compliance exposure Lean certification or Six Sigma Yellow preferred Bachelor's degree or equivalent work experience preferred Registration or Series 99/6/7/24 preferred Ability to travel for key client engagements or industry events preferred #LI-PA Pay Range: $27.84-$46.39/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. That's why we're actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover the Eastern Maryland. The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and businesses. With the guidance of financial professionals, customers have access to an array of annuities and mutual funds designed to help grow assets and to provide retirement income for financial independence. As a Field Wholesaler you'll sell mutual funds, fixed and variable annuities within all channels (wirehouses, independent planners, and banks) within the territory. You will fill an existing role that sits on a team of 15 external wholesalers (Northeast Division). Your colleagues will include both Internal and Field Wholesaling professionals. You'll develop and maintain ongoing relationships with financial professionals and key broker/dealers within the region by making face-to-face and virtual sales visits as well as telephone calls. You'll also introduce new products through established and new broker/dealers. Finally, you'll attend and speak at national, regional, and office broker/dealer sales meetings. How you'll help move us forward: Engage with Financial Professionals from 3 major distribution channels, including Independent Planners, Banks and Wirehouse firms Represent CMD's 3 core lines of business (Variable Annuities/RILA, Fixed Annuities and Mutual Funds) Work as part of a team, in partnership with an Internal Wholesaler, other Field Wholesalers and Sales Management Efficiently leverage wide array of business tools and resources The experience you will bring: Bachelor's Degree 5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds Working knowledge of the Salesforce platform and other customary business software such as Outlook Strong presentation skills, the ability to work independently and a track record of success Outgoing, adaptive, goals-based individual with exceptional interpersonal communication skills Series 6 or 7, 63, and Variable Contracts licenses required Compensation: Compensation for this role includes a base salary of $80,000, with commission and other incentive pay in addition to the base salary. You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife #LI-AS1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

McCune Financial Group was established in 2020 and we are seeking someone that is coachable and driven for success. Someone that would like the freedom and flexibility to work 100% remote, from the comfort of your home office! As a representative with our company, you will be responsible for meeting with our clients either virtually or in person, that have requested our help with Mortgage Protection, Final Expense, Annuities, College Funding and more!!! Working with over 25 A - A+ rated companies to insure our clients the best and most affordable options. Both FULL TIME OR PART TIME positions available! YOU CREATE YOUR Schedule based on your needs and goals! · No Experience Necessary 1) We offer you a complete training program at no charge 2) You will have your own mentor to guide you through each step 100% Commission This is a 1099 sales position with an incredible commission structure to maximize your income potential based on your goals and efforts. 1) Paid DIRECTLY from the insurance companies 2) Fast Pay- Everyday Pay 3) We feel YOU should determine YOUR income, not a boss 4) Average Part-time $46,200; Average Full-time $87,600 5) Business Builders Averaging $100,000 plus!!! 6) 100% vested DAY ONE! 7) Opportunity to earn a bonus each month 8) NO CAP on your income! ·Clients 1) NO door knocking 2) No list of friends and family 3) You are following up with clients that have requested information about our services. · YOUR option to build a Business 1) You have the option to build a business from day one! 2) You can build your business both locally or nationally and we will guide you through the process. 3) Thinking about moving, No Problem, we have clients all over the country. Culture 1) We want to help YOU win! 2) We truly work as a TEAM · You must have: 1) An ethical, self-disciplined, trustworthy, motivated, and entrepreneurial spirit 2) A likeable personality and the ability to connect with others 3) A willingness to acquire a life/health insurance license, if you don't already have one (and we can help you if you don't) 4) The ability to set aside your ego, be coachable, and follow a proven system * If you are looking for a career with a fixed hourly or salary income, starting with us part-time to earn additional income may be the best way for you to begin your career as an entrepreneur. No matter where you are in life's journey, we have a place for you!! Maybe you're just starting out, going through corporate layoffs, your salary or commissions have been reduced, your position is being eliminated or you simply need extra money. We have a place for you while making a huge impact on the lives of the clients you help!

(New York candidates only) Transform Your Future! Build a Career with Flexibility, Freedom, and Purpose! Are you searching for a career that rewards ambition, supports work-life balance, and gives you the freedom to design your lifestyle? As a Remote Account Representative, you'll enjoy a flexible 3-4 day work schedule, unlimited earning potential, and exclusive, all-expenses-paid travel incentives. All while working primarily from the comfort of your home in New York. We're looking for motivated, people-oriented professionals who want meaningful work, autonomy, and the opportunity to directly impact individuals and families. While most interactions are virtual, you'll also have the chance to meet with clients in person when needed, so being based in the New York area and willing to travel locally on occasion is essential. What You'll Do Engage with warm, pre-qualified leads-no cold calling or prospecting. Conduct personalized financial evaluations and present clear, tailored solutions in Life Insurance, Indexed Universal Life (IUL), and Annuities. Connect with clients through Zoom, phone consultations, and local in-person appointments when necessary. Build and maintain strong client relationships while managing your pipeline using advanced CRM and digital tools. Provide guidance that empowers clients to make confident, informed decisions about their financial future. Why This Role Stands Out Unlimited commission structure, your income grows with your performance. Flexible 3-4 day workweek designed to support balance and freedom. Remote-first environment with occasional local client meetings. Exclusive travel rewards and incentive trips for top achievers. Comprehensive training, mentorship, and professional development to help you excel quickly. A supportive, positive, and growth-oriented team culture. Access to benefit options, including life insurance and healthcare programs. Who Thrives Here A confident communicator with a passion for building meaningful relationships. Self-driven, disciplined, and eager to exceed expectations. Compassionate and dedicated to helping others achieve financial stability and peace of mind. Based in New York and open to occasional in-person appointments as needed. Additional Information This is a 1099 independent contractor position, offering the freedom and flexibility of self-employment combined with the support of an established, reputable organization. Compensation is commission-based, and there is truly no limit to your earning potential. Your dedication and performance determine your success-and we're here to help you reach your highest potential.

The U.S. Wealth Management Legal team is seeking an attorney to support its dynamic annuities, life insurance and wealth management business, who thrives on partnership and problem solving. By joining our team and supporting its associated functions, you will be an integral contributor, driving product development and strategy, and providing valuable regulatory insight. As an Insurance and Wealth Management Attorney - Vice President, Assistant General Counsel within our Wealth Management Legal team, you will provide critical analysis and discussion of insurance and wealth management-specific regulatory issues, ongoing support of product distribution issues, and the creation, review, and general support of relevant transactional and regulatory documents. You will provide direct advice and support to internal Wealth Management and Products Solutions clients, including Advisors, Sales Management, Operations, Risk, and Controls, as needed. You will work closely with colleagues on the US Wealth Management and Product Legal teams and collaborate with Compliance, Risk and Controls functions to ensure comprehensive and effective support. The Legal Department at JPMorgan Chase & Co. manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters. Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services. As trusted advisors, we help the firm's clients while also safeguarding the integrity of the firm. We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we would like to hear from you. Job responsibilities Serve as primary legal contact for guidance related to certain financial products, including brokerage products, life insurance, and annuities and their distribution. Draft, negotiate and review transactional documents to support business objectives. Provide ongoing strategic advice and guidance on regulations related to insurance and wealth management to business partners, other legal teams and functional partners. Interpret existing, contemplated, and proposed laws, rules, and regulations, and advise on changes thereto. Working on special projects outside of normal responsibilities and ability to adapt as needed. Required qualifications, capabilities and skills At least 5 years of legal practicing experience at a law firm, financial institution, insurance company, government agency, regulator and/or self-regulatory organization with demonstrated insurance experience. Experience in insurance and broker-dealer matters, including knowledge of state insurance laws and regulations, and FINRA rules and regulations. Proficient in handling a large number of issues and competing priorities in a fast paced and rapidly evolving environment. Ability to understand business needs and partner with key stakeholders to create solutions. Excellent communication skills (verbal and written) with the ability to interact effectively and professionally at all levels. All candidates for roles in the Legal department must successfully complete a conflicts of interest clearance review prior to commencement of employment. Attorney must be licensed to practice law and a member in good standing in in the state/jurisdiction in which the position is based or otherwise in compliance with the in-house counsel registration rules of that state/jurisdiction. All candidates for roles in the Legal department must be licensed to practice law in the country of employment and successfully complete a conflicts of interest clearance review prior to commencement of employment. All candidates for roles in the Legal department must be licensed to practice law in the country of employment and successfully complete a conflicts of interest clearance review prior to commencement of employment.

Insurance Contract Analyst 3 - Life & Health (2500097N) Organization: InsuranceAgency Contact Name and Information: Kim Lowry ************Unposting Date: OngoingWork Location: 50 W Town St 50 West Town Street Suite 300 Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: 33.52Schedule: Full-time Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: InsuranceTechnical Skills: Regulatory Compliance, Technical Documentation, Insurance, ResearchProfessional Skills: Analyzation, Critical Thinking, Interpreting Data Agency OverviewAbout Us:The Ohio Department of Insurance (ODI) was established in 1872 as an agency charged with overseeing insurance regulations, enforcing statutes mandating consumer protections, educating consumers, and fostering the stability of insurance markets in Ohio.Today, the mission of the Ohio Department of Insurance is to provide consumer protection through education and fair but vigilant regulation while promoting a stable and competitive environment for insurers.Please visit our website Department of Insurance and also find us on LinkedIn.OPRAS Mission Statement: The mission of the Office of Product Regulation and Actuarial Services (OPRAS) is to provide consumer protection and assure compliance with all applicable insurance laws and regulations through the review of insurance product policy forms and verification that premium rates are actuarially sound.Job DescriptionPosition Overview:As an Insurance Contract Analyst 3, you will play a vital role in reviewing and analyzing insurance product submissions to ensure compliance with Ohio laws and regulations. You will work closely with insurance companies, internal teams, and senior analysts to support the regulatory review process for Life, Annuity, and Health products.Key Responsibilities:Analyze standard Medicare Supplement, Dental, Vision, Life, and Annuity policy form submissions for compliance with state and federal laws, regulations, and department policies.Pre-process policy form submissions and assist senior analysts with complex product reviews.Communicate with insurance companies regarding compliance issues, provide guidance to filers, and approve forms for use in Ohio.Create and maintain compliance review tools and work management systems to support regulatory functions.Research historical product submissions and trends using databases such as SERFF, Intellivue, and NAIC.Prepare reports, proofread technical materials, and present findings to internal divisions such as Legal and Consumer Services.Perform administrative and support tasks including document management, correspondence, and phone support.Provide direction to lower-level analysts and assist with workload balancing during peak periods.Other duties as assigned.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.Qualifications6 yrs. exp. in insurance field working with insurance contracts (e.g., health; life; annuities; personal lines; commercial lines) pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care field, for positions in property & casualty division, exp. must be in property & casualty field, for positions in life & health division, exp. must be in life & health field); 6 mos. exp. in operation of personal computer or mainframe computer. -Or 6 courses in insurance pertinent to assigned division (e.g., for positions in managed care division, courses must be in managed care field, for positions in property & casualty division, courses must be in property & casualty field, for positions in life & health division, courses must be in life & health field); 4 1/2 yrs. exp. in insurance field working with insurance contracts (e.g., health; life; annuities; personal lines; commercial lines) pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care field, for positions in property & casualty division, exp. must be in property & casualty field, for positions in life & health division, exp. must be in life & health field); 6 mos. exp. in operation of personal computer or mainframe computer. -Or completion of undergraduate core program in insurance, business or mathematics; 4 yrs. exp. in insurance field working with insurance contracts (e.g., health; life; annuities; personal lines; commercial lines) pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care field, for positions in property & casualty division, exp. must be in property & casualty field, for positions in life & health division, exp. must be in life & health field); 6 mos. exp. in operation of personal computer or mainframe computer. -Or 2 yrs. exp. as Insurance Contract Analyst 2, 66742, pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care division, for positions in property & casualty division, exp. must be in property & casualty division, for positions in life & health division, exp. must be in life & health division). -Or equivalent of Minimum Class Qualifications For Employment noted above. Job Skills: InsuranceSupplemental InformationApplication Procedures:When completing the different sections of this application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. We cannot give you credit for your Work Experience and Education & Certifications if you do not provide that information in your online application. Information in attached resumes or cover letters must be entered into your application in the appropriate Work Experience or Education & Certification sections to be considered.Status of Posted Positions:You can check the status of your application online by signing into your profile. Jobs you applied for will be listed. The application status is shown to the right of the position title and application submission details. Questions about the position not pertaining to your application status can be directed to: Kim Lowry @ ************.Applicants must be currently authorized to work in the United States on a full-time basis.Reasonable Accommodation: ODI does not discriminate on the basis of disability in its hiring or employment practices and complies with the ADA employment regulations. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact the agency Human Resource Offices' ADA Coordinator, Andrew Skal, by emailing ****************************** or calling ************. Otherwise, you will be given specific instructions on requesting an accommodation if you are invited to participate in a structured interview.Background Check Information:The final candidate selected for this position will be required to undergo a criminal background check. Section 2961 of the Ohio Revised Code (ORC) prohibits individuals convicted of a felony involving fraud, deceit or theft from holding a position that has substantial management of control over property of a state agency.ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.

Job Title: Regional Supervisory Principal - Broker-Dealer The Regional Supervisory Principal is responsible for the oversight and supervision of registered representatives and investment adviser representatives to ensure adherence to FINRA, SEC, and state regulatory requirements. This role provides critical compliance guidance, reviews business practices, conducts supervisory examinations, and supports the firm's overall risk management framework. Essential Job Functions Oversee and review the activities of registered representatives and investment adviser representatives for compliance with FINRA, SEC, and state regulations. Conduct daily, weekly, and periodic reviews of transactions, new accounts (post-transaction), and client correspondence-including email and social media-for suitability and compliance with firm policies. Provide guidance and support to financial professionals on complex compliance issues, firm policies, and regulatory updates. Conduct internal audits and branch examinations to assess supervisory controls and identify potential deficiencies. Participate in the firm's annual compliance review and assist with preparation of required reports. Identify, monitor, and escalate potential sales practice concerns, conflicts of interest, and other high-risk activities. Develop and deliver compliance training programs for new and existing staff to ensure understanding of regulatory obligations. Manage heightened supervision programs for representatives with disclosure events or escalated concerns. Document supervisory plans and maintain ongoing oversight of supervised individuals. Provide regular supervision reports and updates to the Chief Compliance Officer (CCO). Track supervisory metrics, analyze trends, and escalate systemic issues for corrective action. Stay current on changes to federal and state securities laws and communicate updates to firm leadership and personnel. Apply strong analytical, problem-solving, and risk-assessment skills to anticipate potential issues. Demonstrate deep knowledge of FINRA, SEC, and state securities regulations as applicable to registered representatives and investment adviser representatives. Maintain strong attention to detail and effectively manage multiple priorities. Ability to travel less than 25% of the year. Job Requirements Bachelor's degree in Business, Finance, or a related field (or equivalent experience). 7-10 years of experience in a compliance or supervisory role within the financial services industry, with experience in both broker-dealer and RIA operations. Strong knowledge of FINRA rules, SEC regulations, and state securities laws. Experience supervising variable annuities, mutual funds, alternative investments, and retirement plans. Excellent communication, interpersonal, and relationship-building skills. Required licenses: FINRA Series 7, 24 Preferred license: FINRA SIE, Series 51, 63/65 or 66 Salary Range: $71,500.00 - $105,400.00