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12/10/99West Coast LifeSan Francisco, CA
  

Client Services Associate

West Coast Life has an opportunity for a Client Services Associate reporting to the Manager of Universal Life and Annuities Administration.
Job Description: Answers a wide variety of customer questions by telephone and letter on Universal Life and Annuity contracts. It involves heavy phone work communicating policy information to our policyholders and agents and may occasionally require the handling of irate or demanding callers. In this position the individual will process policy changes, loans, surrenders, additions and/or deletions, and modifications to contracts via on-line transactions. Most of these changes involve manual calculations or coded input and are the most complex or exceptional changes processed in the department. Other responsibilities include summarizing cash flows to give payment, withdrawal and loan histories: calculating premiums needed to support in-force coverage, either manually, or by using LifeComm or a personal computer proposal system; reconciliation of Check-O-Matic and Suspense account balances. The position requires knowledge of the various policy contracts and product specifications, as well as operation of our LifeComm system. Other duties will include preparing paperwork to back-up various transactions and covering for other team members in their absence.

Knowledge and Skills Required:
1. Two years of college or equivalent work experience, particularly in a Customer Service environment.
2. Excellent interpersonal, written and verbal communication skills. You must enjoy working with customers on the phone.
3. Basic typing and some accounting skills are helpful.
4. LOMA 1 and 2 (insurance industry exams) may be taken during the training period.

Job Conditions: This position requires an individual who has strong communication skills and can present a professional image when dealing with our field agents (and demanding people) on the phone. Requires the ability to function under pressure and deal with a continually changing workflow. The individual in this position must be a self-starter who enjoys dealing with people and has the interpersonal skills to function in a team environment. The individual must be articulate, organized, efficient and able to perform the job with a sense of urgency. Furthermore, must be able to make unsupervised decisions. Occasional overtime may be required.

If you are interested in this position, please send your resume and salary requirements to:
West Coast Life Insurance
Attn: Human Resources-IF
PO Box 193892
San Francisco, CA 94119

Fax: Kirsha Torres-IF at 415-433-1244
E-mail:
[email protected]

11/26/99 Spanusa, Inc.New England
  

Marketing Manager

A major financial services organization headquartered in New England seeks a Marketing Manager with a minimum of 5 years financial services (insurance, banking, brokerage) experience and a strong financial orientation that includes knowledge of investments and mutual funds. The primary focus of the position is on the marketing of fixed and variable annuities. This individual will be responsible for the research and development of new products, the design of marketing materials and promotional plans, the tracking of fund performance, and the training of multiple distribution channels.

The successful candidate must have a) strong analytical skills, b) excellent writing and communication skills, and c) total fluency in Spanish. Education: BA/BS minimum; Master's degree preferred. Salary: $70K - $100K (depending upon experience and skills) + bonus. Please send resume as an MS Word attachment to: [email protected]. In the body of the mail please indicate:
Attn: Mr. Joel Gray
Spanusa-IF
135 Beach Avenue
Mamaroneck, NY 10543

Phone: 914-381-5555
Fax: 914-381-0811
Please refer to Job #61

11/24/99Merrill LynchLong Island, NY
  

Annuity Marketing Coordinator

Merrill Lynch, one of the world's leading financial services firms, has an excellent opportunity for an individual seeking a career challenge. We are seeking an Annuity Marketing Coordinator who has a proven record of success in a fast-paced, detail-oriented, competitive environment.

The successful candidate will be a well organized, self motivated individual with annuity experience, computer skills, strong communication skills and a strong sense of the importance of teamwork. Licenses in Series 6/63, Life, Health and Variable Insurance are required.

As a premier provider in the world of financial services, Merrill Lynch offers a competitive salary and excellent career opportunities for the right candidate. If this position sounds like just the opportunity you have been seeking, please contact us promptly.

E-mail or mail your resume and letter to:
[email protected]

Merrill Lynch
Area 2I-IF
M. Donovan
800 Scudders Mill Rd.
Plainsboro, NJ 08536

11/24/99Merrill LynchDallas, TX
  

Annuity Marketing Coordinator

Merrill Lynch, one of the world's leading financial services firms, has an excellent opportunity for an individual seeking a career challenge. We are seeking an Annuity Marketing Coordinator who has a proven record of success in a fast-paced, detail-oriented, competitive environment.

The successful candidate will be a well organized, self motivated individual with annuity experience, computer skills, strong communication skills and a strong sense of the importance of teamwork. Licenses in Series 6/63, Life, Health and Variable Insurance are required.

As a premier provider in the world of financial services, Merrill Lynch offers a competitive salary and excellent career opportunities for the right candidate. If this position sounds like just the opportunity you have been seeking, please contact us promptly.

E-mail or mail your resume and letter to:
[email protected]

Merrill Lynch
Area 2I-IF
M. Donovan
800 Scudders Mill Rd.
Plainsboro, NJ 08536

11/24/99Merrill LynchNaples, FL
  

Annuity Marketing Coordinator

Merrill Lynch, one of the world's leading financial services firms, has an excellent opportunity for an individual seeking a career challenge. We are seeking an Annuity Marketing Coordinator who has a proven record of success in a fast-paced, detail-oriented, competitive environment.

The successful candidate will be a well organized, self motivated individual with annuity experience, computer skills, strong communication skills and a strong sense of the importance of teamwork. Licenses in Series 6/63, Life, Health and Variable Insurance are required.

As a premier provider in the world of financial services, Merrill Lynch offers a competitive salary and excellent career opportunities for the right candidate. If this position sounds like just the opportunity you have been seeking, please contact us promptly.

E-mail or mail your resume and letter to:
[email protected]

Merrill Lynch
Area 2I-IF
M. Donovan
800 Scudders Mill Rd.
Plainsboro, NJ 08536

11/20/99 Spanusa, Inc.California
  

Sales Manager, Annuity and LTC

Sales Manager, Annuity and Long Term Care - Our client, a leading financial services organization, is seeking several sales professionals to wholesale Variable Annuities and Long Term Care products through major distribution channels. The successful candidates can work from home, and will report to the Vice President of Sales.

Requirements:
A) Experience and ability to develop and maintain Variable Annuity and Long Term Care business
B) Proven ability to achieve sales and earnings objectives and production and acquisition targets.
C) Ability to cultivate and maintain collaborative/cooperative working relationships
D) A Series 6 License and a Health License
E) Excellent interpersonal skills

Preferred:
A) Ability to educate Annuity and Long Term Care producers
B) Fluency in Spanish

Compensation will include a base salary and very attractive variable pay components that combined could total over six figures.
Please e-mail your resume as an MS Word attachment to: [email protected]. In the body of the mail please indicate:
Attn: Mr. Joel Gray
Spanusa-IF
135 Beach Avenue
Mamaroneck, NY 10543

Phone: 914-381-5555
Fax: 914-381-0811

11/20/99 Spanusa, Inc.Florida
  

Sales Manager, Annuity and LTC

Sales Manager, Annuity and Long Term Care - Our client, a leading financial services organization, is seeking several sales professionals to wholesale Variable Annuities and Long Term Care products through major distribution channels. The successful candidates can work from home, and will report to the Vice President of Sales.

Requirements:
A) Experience and ability to develop and maintain Variable Annuity and Long Term Care business
B) Proven ability to achieve sales and earnings objectives and production and acquisition targets.
C) Ability to cultivate and maintain collaborative/cooperative working relationships
D) A Series 6 License and a Health License
E) Excellent interpersonal skills

Preferred:
A) Ability to educate Annuity and Long Term Care producers
B) Fluency in Spanish

Compensation will include a base salary and very attractive variable pay components that combined could total over six figures.
Please e-mail your resume as an MS Word attachment to: [email protected]. In the body of the mail please indicate:
Attn: Mr. Joel Gray
Spanusa-IF
135 Beach Avenue
Mamaroneck, NY 10543

Phone: 914-381-5555
Fax: 914-381-0811

11/20/99 Spanusa, Inc.New York
  

Sales Manager, Annuity and LTC

Sales Manager, Annuity and Long Term Care - Our client, a leading financial services organization, is seeking several sales professionals to wholesale Variable Annuities and Long Term Care products through major distribution channels. The successful candidates can work from home, and will report to the Vice President of Sales.

Requirements:
A) Experience and ability to develop and maintain Variable Annuity and Long Term Care business
B) Proven ability to achieve sales and earnings objectives and production and acquisition targets.
C) Ability to cultivate and maintain collaborative/cooperative working relationships
D) A Series 6 License and a Health License
E) Excellent interpersonal skills

Preferred:
A) Ability to educate Annuity and Long Term Care producers
B) Fluency in Spanish

Compensation will include a base salary and very attractive variable pay components that combined could total over six figures.
Please e-mail your resume as an MS Word attachment to: [email protected]. In the body of the mail please indicate:
Attn: Mr. Joel Gray
Spanusa-IF
135 Beach Avenue
Mamaroneck, NY 10543

Phone: 914-381-5555
Fax: 914-381-0811

10/20/99Pacific LifeNewport Beach, CA
  

Illustration Design Analyst

Pacific Life Insurance Company, a leader in the financial services industry, is seeking an Illisutration Design Analyst.

Will be responsible for translating business needs and marketing specifications into illustration requirements. Assist in researching, developing and evaluating system solution alternatives. Design and develop user interfaces to support the Field and Marketing areas in the Life Insurance Division.

Minimum qualifications are: Knowledge of Life Insurance products and marketing applications such as Split Dollar and Deferred Compensation. Knowledge of marketing processing requirements and field system processing. Able to communicate technical information in varying degrees of detail. Visual Basic and/or C++ programming required.

Please forward resume to:
Pacific Life Insurance Company
Attn: HR/JP/IF
700 Newport Center Drive
Newport Beach, CA 92660

Fax: (949) 759-5530
Email:
[email protected]

10/18/99Starr Financial Group / Mass MutualStratford, CT
  

Financial Services Associate

We here at Starr Financial Group/Mass Mutual are currently seeking individuals interested in taking responsibility for their careers and achieving a balanced lifestyle, while building a profitable relationship based business with the help and support of a motivated team of professionals. Each associate will be an integral part of a professional firm that helps people achieve financial security by providing the finest insurance and investment products to solve client needs. In addition to sales aptitude, the ideal candidates joining our team should be entrepreneurial minded, ethical, articulate and have a sincere desire to build long term client relationships.

As an Associate with Starr Financial Group/Mass Mutual we offer:
* the ability to be self-employed but supported by a $102 billion Triple A company
* Opportunity to be your own boss with no investment or inventory problems
* Opportunity to develop your own clientele that meets your expectation and desires for whom you wish to work
* An unlimited supply of product not affected by strikes, material shortages or technological changes
* A substantial Bonus Program
* A supportive staff of Managers, Attorneys, CPA's Equity Specialists and Actuaries
* Freedom to schedule vacations and time off whenever you choose
* No territory or client restrictions
* A substantial benefit package that includes Health, Life Dental, Disability and Pension
* The ability to develop into a career in management.

If you want what we offer and are a motivated individual that wants a career, fax your resume to Christopher Donnells at (203) 375-2087 or e-mail Anthony Luther at:
[email protected]

Christopher Donnells-IF
Starr Financial Group/Mass Mutual
99 Hawley Lane, Suite 1102
Stratford, CT 06614

9/21/99Allianz Life Insurance Co.Minneapolis, MN
  

Sales Support Manager

From Germany to Great Britain, the United States and back again, the Allianz Group is the world's security provider. And Allianz Life is proud to continue that tradition. When you join our team you'll have the opportunity to apply your local expertise to our global markets. And in the process you'll find more challenge and more reward than you ever dreamed possible.

Individual will be responsible for internal sales support structure, including outbound telesales support, coordination of sales activities with field wholesalers and acting as a resource for investment presentatives selling Allianz products.

Qualifications:
* 3 - 5 years in financial services sales or in a financial service call center management position
* Thorough understanding of investments/variable insurance products and the sales products associate with each
* Posses, or ability to secure within 2 months, an NASD Series 6 and 26 registration.
* Effective supervisory skills
* Excellent communication skills
* High energy and enthusiasm

Interested individuals are asked to mail, e-mail or fax their resume to:
Kevin Knutson
Human Resources-IF
Allianz Life Insurance Company
of North America
1750 Hennepin Avenue
Minneapolis, MN 55403

Fax: 612-337-6299
e-mail:
[email protected]

9/15/99Pacific LifeNewport Beach, CA
  

Sr. Advanced Marketing Consultant

Pacific Life Insurance Company, a leader in the financial services industry, is seeking a Senior Advanced Marketing Consultant.

Responsibilities: Provide advanced marketing and case design for fixed and variable annuities and single premium variable life products to registered representatives, internal and external wholesalers. Provides expertise in qualified plans, estate planning and charitable giving. Review, edit and/or design contracts, riders, prospectus and forms for variable annuity and mutual fund products. Review vendor contracts. Work with marketing team in decision making process re: marketing strategies. Write and present Continuing Education, client and broker seminars. Runs hypothetical illustrations.

Minimum qualifications are: NASD Series 6 and 63 required. JD, CPA, CFP, CLU/ChFC and Bachelors degree in marketing, business or related field, or 5 to 10 years equivalent experience in variable annuities or mutual funds. Knowledge of qualified plans, estate planning and trusts required. Strong PC capability. Excellent telephone and written communications skills.

Please forward resume to:
Pacific Life Insurance Company
Attn: HR/JP/IF
700 Newport Center Drive
Newport Beach, CA 92660

Fax: (949) 759-5530
Email:
[email protected]

9/7/99Merrill LynchGarden City, NY
  

Annuity Marketing Coordinator

Merrill Lynch, one of the world's leading financial services firms, has an excellent opportunity for an individual seeking a career challenge. We are seeking an Annuity Marketing Coordinator who has a proven record of success in a fast-paced, detail-oriented, competitive environment.

The successful candidate will be a well organized, self motivated individual with annuity experience, computer skills, strong communication skills and a strong sense of the importance of teamwork. Licenses in Series 6/63, Life, Health and Variable Insurance are required.

As a premier provider in the world of financial services, Merrill Lynch offers a competitive salary and excellent career opportunities for the right candidate. If this position sounds like just the opportunity you have been seeking, please contact us promptly.

E-mail or mail your resume and letter to:
[email protected]

Merrill Lynch
Area 2I-IF
M. Donovan
800 Scudders Mill Rd.
Plainsboro, NJ 08536

9/7/99Merrill LynchIndianapolis, IN
  

Annuity Marketing Coordinator

Merrill Lynch, one of the world's leading financial services firms, has an excellent opportunity for an individual seeking a career challenge. We are seeking an Annuity Marketing Coordinator who has a proven record of success in a fast-paced, detail-oriented, competitive environment.

The successful candidate will be a well organized, self motivated individual with annuity experience, computer skills, strong communication skills and a strong sense of the importance of teamwork. Licenses in Series 6/63, Life, Health and Variable Insurance are required.

As a premier provider in the world of financial services, Merrill Lynch offers a competitive salary and excellent career opportunities for the right candidate. If this position sounds like just the opportunity you have been seeking, please contact us promptly.

E-mail or mail your resume and letter to:
[email protected]

Merrill Lynch
Area 2I-IF
M. Donovan
800 Scudders Mill Rd.
Plainsboro, NJ 08536

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