Referso Jobs

Senior Digital Product Manager, Insurance & Annuities

First Command Financial Services, Inc. · Posted Nov 14, 2026

Open

Fort Worth, Texas, United States
Hybrid
Senior
4–7 years

Senior Digital Product Manager, Insurance & Annuities

First Command Financial Services, Inc. · Posted Nov 14, 2026

Open

Fort Worth, Texas, United States
Hybrid
Senior
4–7 years

Front Desk/Client Service Associate

Advisor Talent Solutions · Posted Jan 1, 2024

Open

Temecula, California, United States
On-site
Full-time · Associate

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Be the person clients look forward to seeing—and help a growing wealth management firm thrive by delivering attentive client service and keeping daily operations running smoothly.

Responsibilities

Welcome clients and prospects, offer refreshments, and prepare comfortable, organized meeting spaces
Answer incoming calls, schedule appointments, and manage advisor calendars
Review incoming emails, respond to routine administrative requests, and coordinate follow-up with the appropriate team member
Assist with account applications, transfers, beneficiary updates, and annuity paperwork
Maintain accurate client records and track outstanding service requests

Requirements

Nice to have: Financial services experience
Nice to have: Branch office administration experience
Nice to have: Real estate transaction coordination
Nice to have: Estate planning office experience
Nice to have: Familiarity with Schwab or annuity paperwork

Skills

Client service Office administration Attention to detail Organization

Annuities Program Director

Manulife · Posted Nov 10, 2026

Open

Remote, United States
Remote
Full-time · Manager
$129K–$223K per year
10+ years

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Lead and oversee the Fixed Indexed Annuity portfolio, driving strategy, implementation, and delivery across product, technology, operations, and distribution.

Compensation

Salary range is expected to be between $128,550.00 USD - $222,820.00 USD. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Responsibilities

Build and implement the initiative roadmap to execute FIA strategy and scale the business
Manage the integrated FIA initiative portfolio, including product launches, enhancements, technology, operations and distribution readiness
Secure cross-functional alignment with Product, Actuarial, Technology, Operations, Legal, Compliance, Finance, Distribution and Marketing
Oversee successful delivery by developing and managing the portfolio through detailed project plans, schedules, milestones, RAID logs, dependencies, and status reports
Manage portfolio governance and steering committees

Requirements

Bachelor's degree or equivalent experience
Nice to have: PMP certification
Nice to have: Agile certification

Skills

Project management Agile Waterfall

Annuities Program Director

Manulife · Posted Nov 10, 2026

Open

Remote, United States
Remote
Full-time · Manager
$129K–$223K per year
10+ years

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Lead and oversee the Fixed Indexed Annuity portfolio, driving strategy, implementation, and delivery across product, technology, operations and distribution.

Compensation

Salary range is expected to be between $128,550.00 USD - $222,820.00 USD

Responsibilities

Build and implement initiative roadmap
Manage integrated FIA initiative portfolio
Secure cross-functional alignment
Oversee delivery from requirements through testing, UAT, cutover, go-live and stabilization
Manage portfolio governance and steering committees

Requirements

Bachelor's degree or equivalent experience
Nice to have: Luma
Nice to have: PMP
Nice to have: Agile certification

Skills

Fixed Indexed Annuities FAST FireLight Agile Waterfall Jira MS Project

Junior Financial Advisor

Semmax Financial Group · Posted Nov 10, 2026

Open

Winston Salem, North Carolina, United States +1 more
Full-time · Entry

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Support CFP professionals and process client accounts, with a path to a Sales Advisor role.

Locations (2)

Winston Salem, North Carolina, United States
Greensboro, North Carolina, United States

Responsibilities

Prepare for client reviews and build meeting materials
Sit in on client meetings and take notes
Run financial planning software and draft scenarios
Handle routine client questions by phone and email
Maintain Redtail CRM records

Requirements

Bachelor's degree in finance, business, economics, or a related field
Nice to have: 1-3 years in financial services, banking, insurance, or client service
Nice to have: SIE completed
Nice to have: Hands‑on experience with Redtail, Orion, Fidelity, or Firelight
Nice to have: Interest in pursuing the CFP® designation

Senior Digital Product Manager, Insurance & Annuities

Senior Digital Product Manager, Insurance & Annuities

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Front Desk/Client Service Associate

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Annuities Program Director

Compensation

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Annuities Program Director

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Junior Financial Advisor

Locations (2)

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FireLight jobs

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Compensation

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Compensation

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Skills

Locations (2)

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