Live chat
Charles Schwab & Co., Inc

Annuity Acquisition Representative, Insurance Services

Charles Schwab & Co., Inc - Westlake, TX


Description: Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616Curtis A Crawford0518-34164We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.Our Opportunity:Charles Schwab Insurance Services (CSIS) is accountable for meeting the insurance needs of our more than 6 million individual investor clients and the 7,000 RIAs we serve. With responsibility for product management and development, direct sales and sales support and oversight, CSIS works closely with all Schwab Client Enterprises to support product distribution and product management, and manages all insurance company partners and vendors associated with the annuity and insurance business. CSIS is responsible for developing and maintaining all annuity and insurance products as well as supporting related platforms and tools.What you’ll do:The primary responsibility of the Annuity Acquisition Representative is to address client needs by enabling and supporting the growth of Schwab’s annuity and insurance business through frequent interactions with clients, FCs and Schwab business partners.  To this end, the Annuity Acquisition Representative (AAR) will leverage the telephone and other meeting technologies such as WebEx and will be the primary annuity resource for unassigned clients/prospects. Via inbound and outbound telephone calls, the AAR will be required to conduct business development activities such as; needs assessments, suitability reviews and, where appropriate, act as agent of record on annuity sales. The AAR must also be able to identify, position and evaluate risk management solutions.   Additionally, the AAR will be responsible for supporting Schwab Financial Consultants and must be able to build and sustain exceptional working relationships at all levels within the Schwab.What you have:
 Bachelor's degree required.
 Minimum 7 years-experience in annuity sales or sales management.
 Series 6 and 63 (or 65/66), licenses required.  7, 9/10, 24 may be a condition of employment.
 CFA/CFP desired.
 Active life & health insurance licensing required.
 Strong knowledge of annuity features and benefits.
 Extensive knowledge of current regulatory requirements and state laws related to insurance products, in particular annuities is required.
 Excellent written and verbal communication skills.
 Experience building and managing effective working relationships with business partners. 

What you’ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab.Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Job Specifications Relocation Offered?:NoWork Schedule:DaysLanguages:English - spokenCurrent Licenses / Certifications:NoneRelevant Work Experience:Financial Services-6 yrs, Business Development and Sales-6 yrs, Business Development and Sales-2-5 yrsPosition Located In:TX - WestlakeEducation:BA/BSJob Type:Full Time Category:Sales/Business Development Activation Date: Friday, May 19, 2017 Expiration Date: Tuesday, November 28, 2017 Apply Here

10 days 11 hours ago

Charles Schwab & Co., Inc

apply

Annuity Acquisition Representative, Insurance Services Charles Schwab & Co., Inc - Westlake, TX, United States

   

Location: Westlake, TX

Company Profile:
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.