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)
Essential Duties
Essential Skills
- Excellent communication and interpersonal skills
- Proficient in using various software applications and heavy phones
As a Business Development Center Representative, you will play a crucial role in driving the growth of our company. If you thrive in a fast-paced environment, enjoy building relationships with clients, we would love to hear from you.
Join our dynamic team and take your career to the next level! Apply now to be considered for this exciting opportunity.
Job Type: Full-time
Pay: $16.00 - $17.00 per hour
Expected hours: 40 per week
Benefits:
Schedule:
Supplemental pay types:
Travel requirement:
Work Location: In person
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0 Annuities Representative (New Business) jobs found in Carson City, NV area