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)
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
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