صاحب العمل نشط
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكترونيحالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكترونيOverview:
Do you speak fluent variable, fixed, and indexed annuity? Annuities are a tool to help reach an individuals financial Unfortunately, using the wrong tool for anything can lead to ill-fated circumstances especially a tool with such a long Until now, an annuity investors only options were to pay exorbitant fees or do a 1035 exchange to another potentially inappropriate Our client, a fiduciary from the start, provides a new option to help investors get back on the right path, and we need your help!
The Opportunity:
As an Annuity Counselor, youll connect with high-net-worth investors and use your in-depth knowledge of insurance to be their Youll work with the Portfolio Evaluation Group to analyze how suitable their current annuity holdings are for reaching their financial If appropriate, you can help them surrender their annuity, and upgrade their portfolio to a personalized, global, flexible Regardless of the evaluation outcome, the work is extremely Its all about helping people get the information they need to make good investment
Throughout your career with the firm, youll develop and broaden your capital markets knowledge, work with nearly every department of the firm, and have merit-based opportunities for advancement throughout your You will report to your Group Manager who will aid in your professional development and role specific
The Day-to-Day:
Your Qualifications:
About Our Client:
*California employees accrue up to 17 days of PTO and 3 days of sick time per
OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER
دوام كامل