Data Research for Life and Annuity Insurers

We are looking for a GoHighLevel Funnel & Automation Specialist to help us build high-converting appointment funnels and duplicate a proven annuity CRM system inside GoHighLevel. · This role is NOT for basic funnel builders or VA-level GHL users. You must understand appointment-b ...

We are driven to do more. More for our customers and the financial professionals who offer our products. · Produce and review quarterly Bermuda Economic Balance Sheet (EBS) Results · Develop and maintain asset and liability models · ...

+ Job summary: The Annuities Services Representative plays a key role in delivering exceptional service to our annuity clients and advisors. They will respond to inquiries, process transactions, issue new annuity contracts, and support claim handling while ensuring a superior cus ...

+ Email Marketing Automation Expert (ActiveCampaign) – Financial Services Focus · We are seeking an experienced Email Marketing Automation Specialist with deep ActiveCampaign expertise to help design, build, and optimize custom email templates and automated marketing campaigns fo ...

We are seeking an experienced IUL/Annuities marketing expert to develop and lead a comprehensive advertising campaign. · ...

I want a clean professional insurance website similar to large carriers. · The site should focus on selling life insurance and related products not events or meetings. · Build trust quickly and drive visitors to book a consultation not overwhelm them with content · ...

A Wealth Management Product Specialist supports in the development and application of knowledge of wealth management products and processes with group annuities focus. · Driving implementation work with consultants, · Contract drafting, · Welcome letter drafting, · Leverage techn ...

I want a clean, professional insurance website similar in feel to large carriers. · The site should focus on selling life insurance and related insurance products, · The design should feel trust-focused, corporate, and simple, · using green as the primary color with plenty of whi ...

Drives sales results to enhance the promotion of BMO Life Assurance product (specifically SEGREGATED FUNDS & ANNUITIES) and services to managing general agencies (MGAs) and brokers. · Life insurance license (LLQP) · Loma certification · ...

Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. · ...

Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers.Shares feedback on the product processes etc to internal stakeholders to ensure continual enhancement of the insurance offer. · Consults with M ...

Drives sales results to enhance the promotion of BMO Life Assurance product (specifically SEGREGATED FUNDS & ANNUITIES) and services to managing general agencies (MGAs) and brokers. · Shares feedback on the product processes etc. to internal stakeholders ensure continual enhancem ...

Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. · ...

Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. · Consults with MGAs to promote BMO Segregated Funds and Annuities to their brokersAttends regional industry events to promote BMO Segregated ...

Drives sales results to enhance the promotion of BMO Life Assurance product (specifically SEGREGATED FUNDS & ANNUITIES) and services to managing general agencies (MGAs) and brokers.Shares feedback on the product, processes etc to internal stakeholders ensuring continual enhanceme ...

This is a Jr role. Looking for someone they can train, the ideal years of experience would be - 7 years of experience, and no more than 10 years. · We're seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients ...

We are building an in-house paid media department for a fast-growing annuity-focused IMO. · This role is responsible for managing and scaling Meta ad campaigns in a regulated financial services environment. · ...

Sun Life's Defined Benefit Solutions (DBS) business provides a wide range of de-risking solutions to Defined Benefit (DB) pension plans. · ...

We are seeking an experienced Lead Generation and Content Strategist to develop and implement effective marketing strategies for Indexed Universal Life (IUL) insurance and annuities. · ...

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. · ...