Top 144994 Global Life Insurance Jobs

Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Corporate Estimator
Prent Corporation —Janesville, WI
- Online Application
- Background check
- Basic math
- Office
- Profit sharing
- Paid holidays
Quick Apply
Senior Training Specialist
SHEIN —Beaumont, CA
- $75,000 - $95,000 a year
- Full-time
- Classroom
- Mid-level
- 3 years
- Health savings account
- AD&D insurance
Quick Apply
Senior Training Specialist
SHEIN —Cherry Valley, CA
- $75,000 - $115,000 a year
- Full-time
- Classroom
- Mid-level
- 3 years
- Health savings account
- AD&D insurance
Quick Apply
Commercial Claims Adjuster
Applied Underwriters —Omaha, NE
- Full-time
- Microsoft Outlook
- Mid-level
- Bachelor's degree
- Paid training
- Paid holidays
Quick Apply
Inbound Sales Consultant - FL
Viking Cruises US —Florida
- $80,000 - $190,000 a year
- Weekends as needed
- Remote
- Microsoft Outlook
- 5 years
- Senior level
- Paid training
- Employee stock purchase plan
Quick Apply
Insurance Service Representative - Life & Health (Remote)
One80 Intermediaries —Remote
- $17.50 an hour
- Full-time
- Remote
- HIPAA
- High school diploma or GED
- Financial services
Licensed Insurance Representative
Teleperformance USA —Remote
- From $21.50 an hour
- Full-time
- Remote
- Background check
- 18 years or older
- Customer service
- Health insurance
- Dental insurance
Quick Apply
9d
Healthcare Sales - Remote
Teleperformance —Remote
- Full-time
- Remote
- 18 years or older
- Computer literacy
- Windows
- Health insurance
- Dental insurance
Educational Sales Representative (Work from Home)
Nerdy —Washington, DC
- $20 an hour
- Remote
- Mid-level
- Teaching
- Paid training
- Health insurance
Quick Apply
Work from Home: Customer Service Representative (Healthcare)
Sagility —Remote
- $14 - $15 an hour
- Weekends as needed
- Remote
- 18 years or older
- Research
- High school diploma or GED
- Paid training
- Disability insurance
Patient Billing Associate
BillionToOne —Remote
- From $53,592 a year
- Remote
- Spanish
- Mid-level
- Organizational skills
- Paid parental leave
- Paid time off
Jr. Customer Success Manager (Remote)
Process Street —Remote
- Remote
- Entry level
- Health insurance
Group Life Claim Reviewer
MetLife —Remote
- $41,600 - $54,000 a year
- Email
- Remote
- Microsoft Word
- Microsoft Excel
- Windows
- Paid training
- Paid holidays
Account Manager, P&C Lines Insurance (Tech and Life Sciences Div)
EPIC Brokers —Jersey City, NJ
- $75 an hour
- Remote
- Mid-level
- 3 years
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
Life and Health Insurance Agent
LTC Global —Texas
- $55,000 - $100,000 a year
- Part-time
- HIPAA
- Mid-level
- Contracts
- Opportunities for advancement
- Flexible schedule
Quick Apply
Property & Casualty Licensed Insurance Representative -- Remote
Teleperformance —Remote
- Full-time
- Remote
- 18 years or older
- Computer literacy
- Windows
- Health insurance
- Dental insurance
PSYCHOLOGIST
The GEO Group —Philipsburg, PA
- From $175,000 a year
- Full-time
- Management
- Mid-level
- Doctor of Philosophy
- Paid training
- Health savings account
RN Field Case Manager
Sedgwick —Fairfax, VA
- Full-time
- Nursing
- RN License
- Mid-level
- Continuing education credits
- Health savings account
Commercial Service Plumber - Harrisburg Area
H. B. McClure Company, LLC —Harrisburg, PA
- From $37 an hour
- Full-time
- Clean driving record
- English
- Mid-level
- Health savings account
- Paid holidays
Quick Apply

I want to receive the latest job alert for Global Life Insurance

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Global Life Insurance jobs near

Trader

Steward Partners Global Advisory LLC -
Danville, CA

Quick Apply

Job Details

Full-time
$100,000 - $110,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Microsoft Excel
Microsoft Outlook
Serving clients
Multitasking
Trading
Bachelor's degree
Attention to detail
Administrative experience within finance industry
Financial services
Office management

Full Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview

The Trader executes investment transactions and portfolio management activities within an Investment Advisor Representative (IAR) only practice, working within established parameters and investment strategies. Working exclusively within the IAR framework, this role focuses on the accurate and timely execution of predetermined investment strategies, portfolio rebalancing, and routine client account activities. The Trader ensures seamless execution of established procedures while maintaining compliance with regulatory requirements and escalating complex situations as appropriate.

Key Responsibilities

· Input trades according to established investment strategies and asset allocation models

· Execute portfolio rebalancing to maintain established target allocations and address model drifts within established parameters

· Process client distribution requests following established procedures and thresholds

· Coordinate with portfolio management platforms for model execution and reconciliation

· Execute trading activities across custodial platforms based on predetermined investment guidelines, while maintaining compliance

· Process client money transfers, deposits, and withdrawals after reviewing platform data

· Monitor portfolio allocations and identify deviations from established target models

· Collaborate with senior team members on larger transactions requiring additional oversight

· Maintain accurate records of all trading activities and transactions

· Support billing processes by executing transactions based on platform reconciliation

· Escalate complex situations or significant account changes to senior team members

· Ensure all activities comply with regulatory requirements and firm policies

· Support administrative tasks related to account maintenance and client service requests

· Process routine client account changes and administrative requests

Skills, Qualification & Experience:

· Bachelor's degree in Finance, Economics, Business, or related field

· 2-3 years of experience in trading, portfolio management, or investment operations

· Knowledge of asset allocation principles and portfolio construction

· Experience with custodial platforms (Schwab, Fidelity, Pershing, etc.)

· Strong attention to detail and accuracy in trade execution

· Excellent organizational skills and ability to work within established procedures

· Professional communication skills and ability to handle confidential information

Job Type: Full-time

Pay: $100,000.00 - $110,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Required)

Experience:

trading, portfolio management, or investment operations: 2 years (Required)

Ability to Commute:

Danville, CA 94506 (Required)

Work Location: In person

Quick Apply

Refine Your Search

Global Life Insurance jobs

Trader

Corporate Estimator

Senior Training Specialist

Senior Training Specialist

Commercial Claims Adjuster

Inbound Sales Consultant - FL

Insurance Service Representative - Life & Health (Remote)

Licensed Insurance Representative

Healthcare Sales - Remote

Educational Sales Representative (Work from Home)

Work from Home: Customer Service Representative (Healthcare)

Patient Billing Associate

Jr. Customer Success Manager (Remote)

Group Life Claim Reviewer

Account Manager, P&C Lines Insurance (Tech and Life Sciences Div)

Life and Health Insurance Agent

Property & Casualty Licensed Insurance Representative -- Remote

PSYCHOLOGIST

RN Field Case Manager

Commercial Service Plumber - Harrisburg Area

I want to receive the latest job alert for Global Life Insurance

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected