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Online Resumes with "Annuities"
Sales VP - 9 Years of Experience - Near 07932
I have been in the financial services industry working as a financial wholesaler for the last 7 years. I am interested in External and or hybrid wholesaling opportunities.
Tags for this Online Resume: Series 7, Wholesaler, New Jersey, Connecticut, Pennsylvania, Regional Vice President, Sales, Territory Sales, Annuity, Lead Generation, 401k, Series 63, Retirement Services
Financial Manager, Branch or Department
CAREER SUMMARY * Investment professional with experience which includes compliance, sales supervision, fixed income portfolio management * Developed a database driven process that resulted in a 95% timesaving in uploading portfolios (Mercantile Bank) * Converted MS Excel account reconciliation process to a MS Access system resulting in a 99% time saving (Louisiana School Employees Retirement System)
Tags for this Online Resume: Series 7, Commodities, Database, Futures, Cash Flow, Compliance, ABS, Account Reconciliation, Analytical Skills, Annuity
Sales Manager
Tags for this Online Resume: VP Executive Sales Trainer, VP customer service and followup, Employment interviews, Field Sales Training, Leadership, Marketing support, Annuity, Business Intelligence, Facilitator, Financial, VP Executive Sales Manager, Counseling, Low Turnover, Recruiter, hiring/ 90 day Evaluation, sales, outside sales, business development, inside sales, Trainer, Leadership, Motivator
Not Listed - 17 Years of Experience - Near 34209
SUMMARY Director of professional training and development with more than seven years of experience designing and implementing programs to hire and train new employees, and open or expand market segments in both the financial and insurance industries. My experience includes a successful track record of providing product expertise and support for sales associates and developing sales and orientation programs for existing and ...
Tags for this Online Resume: Management, Sales, Sales Training, Training, Underwriting, Investment Opportunities, Annuity, Financial, Financial Analysis, Licensing, PEO, Workers Compensation, Recruiting
Business Analyst - 15 Years of Experience - Near 27313
AREAS OF EXPERTISE Life/Annuity Insurance Ops Brokerage /Financial Planning Ops IT Implementation Budget Planning Process Improvement Cost/Benefit Analysis Change Management Process Reengineering LSS Black Belt Project Management Team Leadership Financial Analysis
Tags for this Online Resume: Management, Procurement, Financial Services, Vendor Management, Annuity, Project Management, Call Center, Program Management, Documentation, Inventory, Process Improvement, Lean Six Sigma
Financial Manager, Branch or Department - 5 Years of Experience - Near 48439
Areas of Expertise: * Customer relations * Staff development * Community awareness & participation * Strong communication and people skills
Tags for this Online Resume: Banking Industry, Operational Excellence, Outside Sales, Policies and Procedures, Sales, Sales Calls, Advertising, Annuity, Insurance, Logistics
General - 18 Years of Experience - Near 85097
PROFESSIONAL SUMMARY: Compliance, Sales Supervision and Financial Services professional with more than 18 years of experience. Holds the Series 7, 9, 10, 63,66, Life, Health and Annuity licenses.
Tags for this Online Resume: Compliance, Financial, Policies and Procedures, Insurance, Annuity, Financial Services, CRPC, Sales Supervision, Series 7, SERIES 9 10, SERIES 65, Compliance Officer
Claims Adjuster
Tags for this Online Resume: Annuity, Benefits, Insurance, Life Insurance, Services, Arbitration, Commercial Policy, Product Liability, Certificate Authority, CT
Financial Planner - 20 Years of Experience - Near 06901
Highly experienced results-oriented investment sales executive who has consistently driven revenue and profit growth turned around businesses operations and improved performance of national sales territories in the US Canada and the UK. By creating solutions to customer and market needs and cultivating key account relationships exceeded sales goals led new international initiatives marketed and innovated industry-leading pr...
Tags for this Online Resume: Financial, Mutual Funds, Services, Annuity, Distribution, Financial Services, Management, Product Management, Referrals
Compliance Manager
SUMMARY Experienced Financial Services Executive with extensive expertise in the Financial Services industry. Knowledgeable with insurance products, bank channel investment sales and compliance as well as comprehensive financial planning in the independent financial advisor channel. Possess skills which are most suited to compliance oriented positions within the industry, consisting of strong attention to detail in conjunct...
Tags for this Online Resume: Sales, Financial, Compliance, Financial Services, Services, Distribution, Planning, Equities, Fixed Income, Health Insurance
Insurance Sales Representative
A full time opportunity in sales, business development, and management with a dynamic business
Tags for this Online Resume: Consulting, Securities, Compliance, Financial, Annuity, Chartered Financial Consultant, Chartered Life Underwriter, Series 3, Sales, Fixed Income
Customer Service Representative - 20 Years of Experience - Near 32205
Tags for this Online Resume: Credit Card, Customer Service, Transportation, Insurance, Medical, Retail, Settlements, Annuity, Business Intelligence, CAT
