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 2021

Customer Service Representative - New Hire Bonus
  • Advanced Call Center Technologies
  • San Luis, AZ
  • ... Representatives (CSRs) in San Luis, AZ. New Hire Signing Bonus of $160 being offered for a limited ... with business lines in Finance and Healthcare, Telecom, or Account Services is preferred ...
  • 23 hours ago

Business Development Representative (BDR)- Outbound (Remote)
  • Experian
  • Portland, OR
  • We're investing in the future, through new technologies, talented people and innovation so we can ... are hiring a Business Development Representative (BDR) for our vigorously growing Business ...
  • 2 days ago

Business Development Representative
  • Wixom, MI
  • Learn, use, and adapt to the existing BDR system and procedures to generate new leads for the sales ... Business Development Representative or sales experience desired. * Office experience desired
  • 2 days ago

Business Development Representative (Remote)
  • Bottomline Technologies
  • Portland, OR
  • Like a new kind of AI-driven fraud detection. And intelligent systems of engagement for banks. It ... a Business Development Representative (BDR) , your mission is to fuel our sales engine by ...
  • 3 days ago

New Accounts Representative
  • Heritage Bank
  • Langley, WA
  • The Langley Branch is seeking a New Accounts Representative to help customers meet their financial ... Build and maintain strong business relationships with all customers and prospective customers ...
  • 3 days ago

Lead Analyst, Contracts
  • Prudential Annuities Distributors (PAD)
  • Portland, OR
  • ... Annuities or Variable Life Insurance required * Product and Compliance knowledge of the annuity product line of business * Bachelor's degree or equivalent experience * Strong communication and ...
  • 5 days ago

Business Checking Representative - Cash Management
  • American Express
  • Tolleson, AZ
  • Whether we're supporting our customers' financial confidence to move ahead, taking commerce to new ... We are a fast paced, close knit team supporting a high-volume of monetary transactions for Business ...
  • 5 days ago

Customer Service Representative - (New Career in Sales)
  • FFL Health and Wealth
  • Seattle, WA
  • Our broad portfolio of insurance products includes Life Insurance, Final Expenses, and Annuities ... Reach new levels of income. * Enjoy the satisfaction of helping seniors with important decisions
  • 6 days ago

Income Estimation for Annuities Representative (New Business) jobs
$41,268 to $51,069