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)
Responsibilities/Essential Functions:
Ensure the timely and accurate installation of all new business, coordinating with customers and AUS service team ; Coordinate measuring of wearers at account and complete garment orders ; Schedule initial installation date with customers and AUS service team; Review accuracy and approve all orders prior to processing; Conduct merchandise audits, customer inventory analysis, inventory management and quality control checks; Maintain close coordination and teamwork with Production, Service and Sales to achieve service objectives and deliver outstanding customer service
Knowledge/Skills/Abilities:
Demonstrated customer service, leadership, and communication skills; Strong analytical, problem solving and organizational skills; Solid computer skills including working knowledge of MS Office software
Working Environment/Safety Requirements:
Must be able to frequently lift and maneuver up to 50 pounds and occasionally up to 100 pounds, as well as load/unload product from a truck without assistance
Experience:
Travel Requirements:
Education:
Benefits: Aramark offers a wide array of comprehensive benefit programs and services including medical, dental, vision, short and long term disability, basic life insurance, and paid parental leave. Employees are able to enroll in the company’s 401k plan. Employees are eligible for 80 hours of vacation, 40 hours of floating holidays, and paid sick time every year. Employees will also receive 6 paid holidays throughout the calendar year.
Compensation: The salary rate that Aramark reasonably expects to pay for this position ranges from $64,000 to $70,000, depending on circumstances including an applicant’s skills and qualifications, certain degrees and certifications, prior job experience, market data, and other relevant factors. Additional compensation may include a bonus or commission.
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