Annuities Director (New Business) directs the development of new accounts and business relationships through sales, marketing, and referrals. Reviews applications and contracts and ensures that all transactions comply with state and federal regulations. Being an Annuities Director (New Business) stays abreast of any changes to laws and regulations which affect the activities of the business. Responsible for staffing and training of unit and ensures staff has full knowledge of all current regulations and provides prompt and efficient service to customers. Additionally, Annuities Director (New Business) requires a bachelor's degree. Typically reports to top management. The Annuities Director (New Business) manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Annuities Director (New Business) typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Are you a knowledgeable financial advisor or insurance professional who has expertise in the annuities industry handling an assortment of annuity products? Are you passionate about providing mentorship and collaborating with fellow advisors, seeking an active leadership role in an organization? If so, then submit your application to join our team! You will be aiding other advisors in comprehending the vast range of annuity options through on-site training, one-on-one coaching, and joint work experiences. While supporting others in creating their own book of business, you will still be able to work with your own. Compensation is outcome-dependent and takes into account effort expended plus an additional salary depending on qualifications. Additionally, you will be eligible for a generous benefits package, consisting of health benefits, such as medical, dental, vision, life, and disability insurance, as well as retirement savings plans.
Compensation:$90,000 at plan commission DOE
Responsibilities:
Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve our clients.
Clear All
0 Annuities Director (New Business) jobs found in Baltimore, MD area