Lead and develop the Annuity New Business team to ensure efficient, compliant, and high-quality service delivery while meeting KPIs and SLAs. Drive process improvements and operational efficiency through technology and data analysis while fostering a high-performance culture.
The Compliance Consultant reviews and approves advertising materials for life insurance and annuity products to ensure adherence to regulatory standards. They also manage state filings, conduct internal investigations, and collaborate with cross-functional teams to implement compliance policies.
The Regional Vice President is responsible for developing and implementing sales and marketing strategies to grow Beacon Capital Management's market share within the Southern California territory. This role involves building relationships with Registered Investment Advisors, delivering educational presentations, and partnering with internal wholesalers to meet sales goals.
Lead an actuarial function to support business unit growth objectives through strategic oversight and the development of complex financial models. Oversee high-visibility projects, manage team performance, and ensure robust risk management and regulatory compliance.
The Middleware Engineer will design, configure, and maintain the company's middleware infrastructure to support enterprise application communication. They will also automate deployment processes using CI/CD tools and provide operational support for middleware environments.
The consultant will oversee compliance activities, monitor sales and marketing practices, and conduct internal investigations to ensure adherence to regulatory standards. They will also serve as a liaison between regulatory agencies and internal stakeholders while providing training on compliance policies and procedures.
Responsible for achieving annuity sales goals by building and maintaining professional relationships with Outsourced Insurance Desk (OID) partners. The role involves delivering educational presentations, conducting WebEx sessions, and acting as a liaison between partners and the home office.
Develop and implement sales and marketing strategies to grow the visibility and sales of Beacon Capital Management's services. Build and maintain strategic relationships with Registered Investment Advisors while managing territory activities and administrative requirements.
