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)
Build A Box, a leading provider of custom box and display services with over 25 years of successful collaboration with businesses and consumers, is actively seeking a dynamic and results-driven Business to Business Sales Representative to join our team. This position is commission-only, providing an excellent opportunity for motivated individuals who thrive in a creative and innovative environment.
Responsibilities:
Qualifications:
Benefits:
If you are ready to take on the challenge of driving business growth and contributing to the success of Build A Box, we invite you to apply. Be part of a company that values innovation, client satisfaction, and the continuous pursuit of excellence.
Job Type: Full-time
Pay: $75,000.00 - $100,000.00 per year
Schedule:
Work Location: In person
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0 Annuities Representative (New Business) jobs found in Fullerton, CA area