Senior Retirement Planner - Annuity Focus, Pre‑Set Prospects
United Placement Group
United Placement Group is actively seeking a high‑performing Financial Advisor focused on annuities and retirement income. You will work within an exclusive model, with pre‑set appointments and a dedicated back‑office team to handle scheduling, planning, and paperwork. Earn a six‑figure income through a strong commission structure while serving clients with strategic retirement solutions. Ideal candidates hold an active Health & Life license, Series 65 or 7/66, or a ChFC, with a proven #J-18808-Ljbffr United Placement Group
- ...Senior Underwriter, E&S Casualty This is an opportunity... ...class service — both pre- and post-claims. Ascot... ...a strong customer focus that will over time, reinforce... ...management skill set working with both internal... ...-Primary Caregiver) Retirement Benefits: Contributory...SeniorTemporary workWork at officeLocal areaFlexible hours
$100k - $195k
Oliver Wyman Actuarial - Annuities Manager/Senior Manager - Life Remote type : Hybrid Locations : Atlanta... ...Responsibilities Lead complex annuity-focused analyses covering a range of topics such as product development, rate setting, assumption benchmarking, hedging, and...SeniorMinimum wageFull timeRemote work- Naviga, based in Atlanta, GA, is seeking a Senior Marketing Manager to act as a technical pre-sales expert, delivering tailored cybersecurity demonstrations... ...into compelling security solutions. The role focuses on elevating customer trust, driving adoption of new...Senior
$100k - $195k
Oliver Wyman Actuarial - Annuities Manager/Senior Manager - Life Remote type : Hybrid Locations : Atlanta... ...Responsibilities Lead complex annuity-focused analyses covering a range of topics such as product development, rate setting, assumption benchmarking, hedging, and...SeniorMinimum wageFull timeWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...Insurance Sales Executive Senior Commercial P&C The Insurance Sales... ...essential. A strong focus on business development and strategic... ...profitable relationships with new prospects and existing clients.... ...industry vertical(s). Conduct pre-call research in advance of client...SeniorWork at officeRemote workWork from homeFlexible hours
- Ascot Group, located in Atlanta, Georgia, is seeking an experienced Senior Underwriter, E&S Casualty. The role involves underwriting complex risks, managing broker relationships, and ensuring profitable risk strategies. Candidates should have a bachelor's degree and a...Senior
$94k - $125k
...and optimizing NetSuite. We focus heavily on understanding... ...and key stakeholders Attend pre-sales meetings with prospective clients to assess project level... ..., and raise issues to senior team members when necessary... ...geographic location, skill set, years and depth of experience...SeniorWork at officeLocal areaRemote work2 days per week- ...a high-energy, results driven pre-sales sales engineer who thrives... ...startup environment focused on Law Enforcement and the public... ...and technical stakeholders Set and manage expectations with customers... ...findings, accordingly, assist prospects with initial configuration and...SeniorRemote work
$73.4k - $145.4k
...Financial Crime Audit & Testing Senior ConsultantAs a Senior... ...testing. This position would focus on annuity AML compliance testing and internal... ...but not limited to skill sets; experience and training; licensure... ...or owner of Crowe without a pre-existing agreement signed by...SeniorLocal areaWorldwide$100k - $195k
...Actuarial - M&A Consulting Actuary - US Life & Annuity Remote type: Hybrid Locations: NY,... ...data visualizations Present findings to senior management and C‑suite executives Develop... ...modeling, pricing, valuation with a focus on base case profitability and stress analysis...SeniorMinimum wageRemote work$127k - $160.55k
...Senior Solution Advisor The Senior Solution Advisor will serve as a focused sales engineer within the Price Optimization... ...by providing pre and post sales engineering... ...and answering client/prospect questions. Strategic... ...management skill sets. Proficient/expert...SeniorFull timeWork at officeLocal areaVisa sponsorshipFlexible hours$89.6k - $157k
Technology Sales Support Mgr. (Senior Solution Consultant) -... ...consultative sales process that is focused on understanding a prospect’s needs. He/she will... ...TeamMate and our solution set. As a subject matter expert... ...’s degree Experience in a Pre‑Sales role selling complex...SeniorRemote jobWork at office$143.4k - $216.9k
...success together. This role, Senior Manager, Revenue, leads... ...-to-end M&A lifecycle: pre‑acquisition diligence,... .... Minimum of 7 years focused on technical revenue... ...high‑speed, evolving settings. Benefits Salesforce offers... .... All employees and prospective employees are assessed...SeniorContract work- ...guidance from leadership to accept, modify or decline business, focusing on construction contractors, subcontractors, developers, and related... ..., Actuarial, Risk Control, Legal, and Office of Underwriting to set pricing, manage complex placements, and resolve coverage issues....SeniorContract workFor contractorsFor subcontractorWork at officeLocal areaRemote work
$83.5k - $145.5k
...sophisticated, malicious and hard to detect, our focus on innovation by providing tailored... ...claims across multiple jurisdictions, setting the case strategy in partnership with... ...personalized benefits covering health, wellness, retirement savings, and more. Extensive learning...Senior$101.7k - $155.9k
...North America. The Opportunity Future focused and always one step ahead! The Senior Claims Specialist on the... ...outcome. Continually evaluate claims to set appropriate, timely reserves over... ...disability insurance, 401k match, retirement savings plan, paid holidays and paid...SeniorTemporary work$75k - $132k
AON PLC is seeking a Senior Retirement Plan Advisor to independently manage established client relationships. This role focuses on service delivery, leading quarterly investment reviews, and addressing compliance inquiries. The ideal candidate will have a minimum of 5...Senior$75k - $132k
Aon is seeking a Senior Retirement Plan Advisor in Atlanta, Georgia, to manage and nurture client relationships focused on service delivery. Candidates should have over 5 years of experience in the retirement plan industry and a strong commitment to client service. This...Senior- OMP Belgium is seeking a Senior Pre-sales Consultant in Atlanta, Georgia, to apply project experience and industry knowledge in creating engaging industry-specific demos and proofs of concept. You will support the Business Development team as an industry advisor during...Senior
$135.2k - $306.4k
...networking solutions, setting new benchmarks for cloud... ...latency). You will mentor senior engineers, drive... ...high quality and customer focus. Responsibilities... ...Spending Accounts # Pre-tax commuter and parking... ...medical, life insurance, and retirement options. We also...SeniorTemporary workWork experience placementWorldwideFlexible hours$122.3k - $259.5k
...build business value. Our focus on emerging technology... ...a Business Development Senior Manager, you will be... ...sales opportunities at prospects and select existing client... ...and sustain a robust set of professional relationship... ...of Crowe without a pre-existing agreement...SeniorTemporary workWork at officeLocal areaWorldwide$105.3k - $184.4k
AXA XL is an Equal Opportunity Employer. Senior Claims Specialist - Commercial E&O Locations... ...reporting and ensuring that reserves are set according to best practice guidelines.... ...explore new ideas, eagerness to learn, and focus on continuously improving technical skills...Senior- ...sales teams and engaging with customers to promote professional services solutions. The manager will be responsible for overseeing the pre-sales process and managing various deliverables while negotiating contract terms. The ideal candidate has over 10 years of experience...SeniorContract work
- Emory University is seeking a candidate to manage pre-award activities within the Research Administration Services. This role includes supporting a team of specialists, ensuring compliance with federal regulations, and coordinating grant submissions. Ideal candidates will...SeniorRemote job
- Emory University in Atlanta is seeking a dedicated Pre-Award Specialist to manage pre-award activities for grants and contracts. The ideal candidate will support a team of specialists by monitoring workflows, ensuring compliance with federal regulations, and assisting with...SeniorRemote job
$23.16 per hour
...policies and procedures; finalizes and adjudicates claims up to pre-determined dollar threshold. Completes pended claim letters for incomplete... ...the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies. As...SeniorFor contractorsWork at officeLocal area- ...Overview We are looking for a Senior Forward Deployed Engineer who can be dropped... ...every interaction. You mentor Junior FDEs, set the standard for what good looks like,... ...user feedback • Support sales and pre-sales: join prospect conversations, shape engagement scope,...Senior
- A professional services firm in Atlanta, GA seeks a Tax Senior Accountant to handle tax compliance and client relations while mentoring... ...preferred, and 2-5 years in public accounting. This full-time role is set in a fast-paced environment where maintaining professional...SeniorFull time
$100k - $195k
...experience in financial consulting and actuarial practices. Successful candidates should have at least 5 years in the field, with a focus on life insurance, and possess strong communication skills. The salary ranges from $100k to $195k, depending on experience and skills...Senior- Emory University in Atlanta seeks a Pre-Award Specialist to manage daily operations for research grants. This position involves overseeing the workload of a team, coordinating proposal submissions, and ensuring compliance with federal and university regulations. The ideal...SeniorRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Retirement Planner - Annuity Focus, Pre‑Set Prospects. Be the first to apply!
- senior trade analyst Atlanta, GA
- senior app developer Atlanta, GA
- senior customer service advisor Atlanta, GA
- senior international account manager Atlanta, GA
- senior product manager mobile Atlanta, GA
- senior magento developer Atlanta, GA
- senior quantitative risk analyst Atlanta, GA
- senior business development director Atlanta, GA
- sr marketing manager Atlanta, GA
- sr technical product manager Atlanta, GA

