New Business Associate, Life Insurance
2 weeks ago
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
New Business Associate, Life Insurance
How does the role impact the organization?
Under general supervision, provides support and assistance to facilitate underwriting process for life insurance applications submitted by financial advisors/agents. Associate will enter record into agency management system, communicate with vendors to order necessary underwriting requirements and complete follow up on requirements ordered. Associate with work closely with financial advisors/agents and other members of the team. All assigned job responsibilities and projects will be consistent with department policy guidelines and procedures.
What will your role be responsible for?
- Perform initial review of submitted life insurance applications
- Validate agent licensing and appointment for business submitted
- Input case into agency management system for permanent record of business
- Submit good order applications to insurance carriers via secure delivery
- Order paramedical exams required by carrier for underwriting decision
- Track completion of exams and forward to insurance carrier for review
- Follow-up on requests for information to ensure timely completion
- Process issued life insurance policies for mailing to financial advisors/agents
- Send follow up notices to financial advisors/agents until delivery requirements are completed
- Review and submit delivery requirements to insurance carrier
- Ensure delivery requirements are received by insurance carrier and policy is placed inforce
- Process various policy service requests
- Support financial advisors/agents with requests for information
- Performs other duties and responsibilities as assigned.
What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.
-
New Life Insurance Agent Commission Based Position
3 months ago
Santa Clarita, United States The DH Group Full timeJob DescriptionJob DescriptionLaunch Your Fulfilling Career in Life Insurance. No License Needed.Ready to:Start a rewarding career from the comfort of your home?Earn top commissions without cold calling?Become a licensed Life Insurance Agent with our comprehensive support?If you're driven, motivated, and eager to learn, we have the perfect opportunity...
-
Insurance Sales Representative
2 months ago
Santa Clarita, United States Global First Insurance Agency Full timeOur agency is looking for a confident and highly motivated individual that's interested in a great sales opportunity. Great earnings with future long term career advancement available. As an Insurance Sales Representative you will make outbound calls to generate appointments and market a wide range of insurance products and services.Apply todayto start your...
-
Insurance Sales Professional
1 week ago
Santa Clarita, California, United States Global First Insurance Agency Full timeAt Global First Insurance Agency, we are seeking a highly motivated and confident individual to join our team as an Insurance Sales Representative. As a key member of our sales team, you will play a crucial role in generating new business opportunities and driving revenue growth.Key Responsibilities:Meet and exceed sales production goals and objectives as...
-
Life Insurance Sales Consultant
2 weeks ago
Santa Rosa, California, United States American Income Life: AO - Roberto Samano Full timeLife Insurance Sales ConsultantAt American Income Life: AO - Roberto Samano, we are redefining the insurance landscape. Our commitment is to provide essential coverage for families and workers, emphasizing collaboration, creativity, and dedication to our clients.We are on the lookout for an enthusiastic Life Insurance Sales Consultant to become a part of our...
-
Life Insurance Sales Representative
3 months ago
Santa Fe, United States Farmers Insurance - District 25 Full timeJob DescriptionJob DescriptionAre you ready to be part of our dynamic team? We're on the lookout for top talent to help us elevate our district to new heights! We're currently seeking a Life Sales Specialist to join our ranks. Please submit your resume and we will follow up with the next steps!What We're Looking For:Passionate individual eager to...
-
Business Development Associate
6 days ago
Santa Clarita, California, United States OMI Inc. Full timeJob OverviewAt OMI Inc., we are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Associate. As a key member of our organization, you will play a vital role in delivering exceptional customer experiences and driving business growth.We are a dynamic and forward-thinking company that values innovation, teamwork,...
-
Business Development Associate
3 days ago
Santa Clara, California, United States Business Development Firm Full timeJob DescriptionWe are seeking a dedicated and passionate individual to join our Business Development Firm as an AT&T Account Associate. As a key member of our team, you will have the opportunity to develop your skills in business marketing and consulting, and contribute to the success of our clients.Key Responsibilities:Collaborate with our business...
-
Junior Life Insurance Consultant
1 week ago
Santa Rosa, California, United States American Income Life: AO - Roberto Samano Full timePosition OverviewAre you prepared to transform your work-life balance while achieving outstanding success? Join our fully remote team, where you can generate an exceptional income without sacrificing valuable family time. Enjoy the flexibility to set your working hours, tailored to your personal needs and those of your loved ones.We are looking for...
-
Business Development Associate-Entry Level
2 weeks ago
Santa Clarita, United States OMI Inc. Full time $52,000 - $57,000Job DescriptionJob DescriptionThe Entry Level Business Development Associate will focus on driving best practices in the areas of sales, marketing, operations, and other key team business duties. Additionally, this Entry Level Business Development Associate will focus on helping the organization’s development. The Entry Level Business Development...
-
Life Insurance Agent
4 days ago
Santa Rosa, California, United States United 1 Protection Full timeJob OverviewWe are seeking a highly motivated Life Insurance Agent to join our team at United 1 Protection. As a key member of our sales team, you will be responsible for expanding our book of business by helping families with various types of insurance policies and investment accounts for new and existing clients.What We Offer:Comprehensive training program...
-
Life Insurance Sales Representative
1 week ago
Santa Rosa, California, United States American Income Life: AO - Roberto Samano Full timePosition OverviewAre you prepared to transform your professional journey while achieving significant success? Become a part of our entirely virtual and remote team, where you can generate an exceptional income without sacrificing valuable family time. Enjoy the autonomy to select your working hours, customized to fit the needs of you and your family.We are...
-
Life Insurance Sales
1 month ago
Santa Monica, United States Peterson Agency Full timeJob DescriptionJob DescriptionFlexible ScheduleWork from ANYWHERE!Compensation (Uncapped): Part Time: $50,000+ Full Time: $125,000+ Agency Builder: $150,000+ A career with The Peterson Agency with Symmetry Financial Group can help you build a business...
-
Insurance Account Manager
6 days ago
Santa Ana, California, United States CRC Insurance Full timeJob SummaryCRC Insurance is seeking a highly skilled Insurance Account Manager to join our team. As an Insurance Account Manager, you will be responsible for providing exceptional support to brokers, underwriters, and team leaders regarding all policies and key accounts.Key ResponsibilitiesPromote new business and renewal business to achieve...
-
Life Insurance Sales Specialist
3 days ago
Santa Fe, New Mexico, United States Staff My Agency Full timeAre you a driven professional looking to elevate your career in the insurance industry? We're seeking a skilled Life Sales Specialist to join our team at Staff My Agency.Key Responsibilities:Identify and pursue new business opportunities for life insurance solutions.Build and maintain strong relationships with clients to understand their needs and provide...
-
Life Insurance Sales Representative
3 days ago
Santa Monica, California, United States Peterson Agency Full timeJob OpportunityAbout the Role:We are seeking a highly motivated and results-driven Life Insurance Sales Representative to join our team at Peterson Agency. As a sales professional, you will be responsible for selling life insurance policies to clients and building a successful business.Key Responsibilities:Purchasing exclusive, warm leads from our...
-
Life Insurance Sales Agent
3 months ago
Santa Rosa, United States The Meza Agency Full timeJob DescriptionJob DescriptionCompensation: Start $1k-$5k a month – Grow to $10k -$15kSchedule: Personal choiceLocation: Hybrid/ Work from anywhere!!!Work/Life BalanceTake back your life and secure your future!The finance industry makes more millionaires than any other industry in the World!We are looking for new INDEPENDENT LIFE INSURANCE AGENTS who are...
-
Life Insurance Sales Agent
3 months ago
Santa Barbara, United States The Meza Agency Full timeJob DescriptionJob DescriptionCompensation: Start $1k-$5k a month – Grow to $10k -$15kSchedule: Personal choiceLocation: Hybrid/ Work from anywhere!!!Work/Life BalanceTake back your life and secure your future!The finance industry makes more millionaires than any other industry in the World!We are looking for new INDEPENDENT LIFE INSURANCE AGENTS who are...
-
AT&T Account Associate
7 days ago
Santa Clara, United States Business Development Firm Full timeJob DescriptionJob DescriptionWe are looking for dedicated individuals with a passion for business marketing and consulting to join our diverse team. Perhaps you are a recent grad looking to get an early start in account management and build a career foundation for yourself. On the other hand, maybe you are eager for a career change because you have always...
-
Life Insurance Sales Representative
4 days ago
Santa Fe, New Mexico, United States Aguilar Agency Full timeAbout the RoleWe are seeking a highly motivated and results-driven Life Insurance Sales Agent to join our team at the Aguilar Agency Group. As a Sales Agent, you will be responsible for selling life insurance products to clients and building a successful career in the industry.Key Responsibilities:Sell life insurance products to clients and build a strong...
-
Insurance Account Representative
4 months ago
Santa Clarita, United States Brett Baker - State Farm Agent Full timeJob DescriptionJob DescriptionPosition OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer...