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Clu Designation information

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$36K

$102.1K

$144K

How much do clu designation jobs pay per year?

As of Aug 12, 2026, the average yearly pay for clu designation in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a CLU designation, and why are they important?

I'm sorry, but 'Clu Designation' does not appear to be a recognized professional job title. Please provide a valid, real-world occupation for an accurate response.

What is a CLU designation?

A CLU (Chartered Life Underwriter) designation job typically involves financial planning, insurance advising, and risk management. Professionals with a CLU designation specialize in life insurance, estate planning, and wealth transfer strategies for individuals and businesses. They often work as financial advisors, insurance consultants, or wealth management professionals. The CLU designation signifies expertise in helping clients protect assets and plan for the future.

What is the difference between Clu Designation vs Certified Learning Professional?

AspectClu DesignationCertified Learning Professional
Required CredentialsTypically requires specific training and certification in learning and developmentRequires certification in learning and development, often including coursework and exams
Work EnvironmentPrimarily in corporate training, educational institutions, or consulting firmsIn corporate, educational, or professional development settings
Employer & Industry UsageUsed by organizations seeking qualified learning specialistsRecognized across industries for expertise in training and development
Search & Comparison IntentOften searched by HR professionals or organizations evaluating training rolesCompared by professionals seeking certification in learning and development

The Clu Designation and Certified Learning Professional both focus on expertise in learning and development. While they share similar credentials and work environments, the Clu Designation is often more targeted toward specific industry certifications, whereas the Certified Learning Professional emphasizes broader professional certification in training and development practices.

More about Clu Designation jobs
What cities are hiring for Clu Designation jobs? Cities with the most Clu Designation job openings:
What states have the most Clu Designation jobs? States with the most job openings for Clu Designation jobs include:
What job categories do people searching Clu Designation jobs look for? The top searched job categories for Clu Designation jobs are:
Clu Designation jobs near you
Infographic showing various Clu Designation job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 10% Part Time, and 5% Contract. Highlights an 90% In-person, and 10% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Customer Service Representative

PYRAMID SERVICES

Scottsdale, AZ • On-site

$16.25 - $22/hr

Other

Posted 9 days ago

Job description

Customer Service Representative

Immediate need for a talented Customer Service Representative with experience in the Insurance Industry. This is a 07+ Months contract opportunity with long-term potential and is located in Scottsdale, AZ.

Key Responsibilities and Technology Experience:

  • Serves as a company representative and communicates with producers, back-office administration, and internal/external wholesalers.
  • Acts as the primary NBSG post issue contact and product expert.
  • Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
  • Receives and responds to inquiries, administration requests, and issue resolution matters. As the primary point of administration contact for customers, must communicate and coordinate with other teams or areas within NBSG and NFS, such as Actuarial, New Business, Retention, Sales, Systems, etc.
  • Prepares and quality reviews month-end, quarter-end, and individual annual statements, as well as transactional confirmations, for policy holders and producer firms.
  • Coordinates, reviews, approves and processes all post issue financial and non financial requests.
  • Transactions can be very large in dollar amounts, number of policies and complexities. These transactions include, but are not limited to, large premium payments, fund transfer/reallocations, loans, withdrawals, surrenders, claims, owner/beneficiary changes, billing changes, address changes, increases, decreases and changes of insureds.
  • Reviews licensing, coordinates and processes producer account change requests.
  • Completes technical quality reviews/audits for new business processing and other administration transactions. Reviews include the calculation and/or validation of product features, such as enhancements, various policy charges, and riders.
  • Responsible for rotational post-issue tasks such as daily cash balancing of premium received in the department, notifying fund houses of large trades, analyzing trading patterns, reviewing wire system, etc.
  • Provides input in developing and maintaining procedures. May also assist in creating and enhancing procedures.
  • Maintains a strong working knowledge of materials, rules, regulations, procedures and practices pertaining to Variable and Universal Life Insurance used to informally fund Executive Benefit Plans.
  • Performs other duties as assigned.
  • Education: Undergraduate degree preferred. CLU designation is desirable.
  • Obtain NASD Series 6 registration within 90 days. CLU designation is desirable. (If license needed, credit check applies.)
  • Three years related experience. Variable and Universal Life Insurance or Executive Benefit plans experience a plus, but not a requirement.
  • Must be proficient in Microsoft Excel, Microsoft Word, and Internet usage. Understanding of new business and in-force illustrations.
  • Must demonstrate: Strong customer service, exceptional written and oral communication, problem-solving, negotiation, and decision making competencies, team player, excellent organizational abilities, high attention to detail, ability to prioritize own work within guidelines, and strong analytical skills.

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