2 Life Insurance Annuity Leads Jobs in Boston, MA
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) Avantax Planning Partners - Boston, MA, United States and rapport with affiliate CPA firms. Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed 5 days ago
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Director Gift Planning Tufts University - Medford, Massachusetts charitable remainder unitrusts, charitable lead trusts, charitable gift annuities, bequests, and gifts of retirement plans and life insurance policies. In addition, the team works with gifts of complex assets 23 days ago
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