Annuities Representative (New Business) jobs in the United States

Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Center representative
  • Business Development Center Representative
  • Quincy, MA FULL_TIME
  • You will coordinate incoming online and telephone requests and make appointments for the sales team.

    We will provide on-site paid training in our new facilities.

    You will get to work with experienced team members until you are familiar with our processes and computer programs.

    This is an excellent position for anyone who wants a stable job with room to grow. Job Responsibilities and Duties

    • Answers phones and online inquiries in a call center environment
    • Schedules appointments and conducts follow-ups with no-shows
    • Maintains communication with customers to ensure satisfaction with service
    • Ensures prospects are informed of company promotions Job Requirements :
    • Must be computer literate
    • Excellent written and oral communication skills
    • Proficient with MS Office
    • Must be able to work in a team environment Benefits include : Full Time - Health, Dental, Short & Long-Term Disability, Life Insurance and Critical Illness Insurance.

    Quirk will provide at no cost to you, Basic Life Insurance and AD&D policy of $20,000.

    All other benefits are optional and will be offered to you at a cost. All employees must pass Quirk's pre-employment background check, drug test and physical.

    Last updated : 2024-10-29

  • 3 Days Ago

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Senior Director - Life and Annuities Consulting
  • myGwork - LGBTQ+ Business Community
  • Hartford, CT FULL_TIME
  • This job is with WTW, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ business community. Please do not contact the recruiter directly. DescriptionThe individ...
  • Just Posted

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Customer service representative
  • New Business Firm Hiring!
  • Santa Clara, CA FULL_TIME
  • The Bilingual Customer Service Representative will report to the Key Account Manager. The primary responsibility is to support our customers with orders in both English and Spanish as needed. The role...
  • Just Posted

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Life Insurance or Annuities Business Analyst
  • TriCom Technical Services
  • New York, NY FULL_TIME
  • Job Details8 years of demonstrated expertise in strategy and consulting roles, showcasing a track record of success and impactful contributions.Bachelor's degree in Computer Science, Business Administ...
  • 3 Days Ago

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Annuities and Alternative Investments Business Analyst
  • Intone
  • Petersburg, FL CONTRACTOR
  • Annuities and Alternative Investments Business Analyst - ContractorSt. Petersburg, FL (3 days on site)JD:Serve as a subject matter expert in the financial domain, specifically focusing on annuities an...
  • 4 Days Ago

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Business Analyst Life Insurance and Annuities
  • Stellar Consulting Solutions, LLC
  • Atlanta, GA CONTRACTOR
  • WHAT YOU’LL NEED:• 5 years relevant technical or business work experience• Bachelor’s degree in Computer Science, Business Administration, Mathematics or other related field or equivalent work experie...
  • 23 Days Ago

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Sales Representative
  • Heidelberg Materials US, Inc.
  • Front Royal, VA
  • AutoReqId: 20462BR Pay Class: Salaried Exempt Minimum Pay Rate: $71,780.00 Maximum Pay Rate: $98,697.50 Department: Sale...
  • 11/3/2024 12:00:00 AM

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Electronic Records Archivist
  • House of Representatives
  • Washington, DC
  • Summary The Office of the Clerk serves as the official record keeper of the U.S. House of Representatives and supports t...
  • 11/3/2024 12:00:00 AM

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Legislative Director
  • House of Representatives
  • Washington, DC
  • Position Summary: The Office of Congresswoman Frederica S. Wilson seeks a Legislative Director to lead and manage legisl...
  • 11/2/2024 12:00:00 AM

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Flex Service Representative
  • Hertz
  • Dulles, VA
  • Pay rate is $20.00 per hour. Do you like to have different types of assignments and variety in your work? Do you like to...
  • 11/1/2024 12:00:00 AM

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Counter Sales Representative
  • Hertz
  • Dulles, VA
  • The Customer Service and Sales Associate consults with customers on their Hertz rental. Maximizing revenue opportunities...
  • 11/1/2024 12:00:00 AM

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Vehicle Wholesale Representative
  • Hertz
  • Sterling, VA
  • We are looking for Wholesale Remarketing Rep with a passion to drive customer satisfaction while being the brand ambassa...
  • 10/31/2024 12:00:00 AM

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Finance Intern, Spring
  • House of Representatives
  • Washington, DC
  • Summary This Finance Internship will provide an immersive experience into the world of Federal Finance through job shado...
  • 10/30/2024 12:00:00 AM

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Outside Sales Representative
  • AmeriPro Roofing
  • McLean, VA
  • AmeriPro Roofing, one of the largest residential roofing contractors in the nation, is immediately hiring Outside Sales ...
  • 9/5/2023 12:00:00 AM

Income Estimation for Annuities Representative (New Business) jobs
$45,371 to $56,139