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)
Inclusively is partnering with a life insurance company to hire a Service Representative - Annuities.
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Location Designation: Hybrid
When you join, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. It is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
This position primarily involves a hybrid work schedule - Working remotely Monday & Friday, Working on site: Tuesday, Wednesday and Thursday
The Institutional Annuities Department is hiring a Client Service Representative in its Jersey City, NJ location. We are looking for customer-focused, accountable, efficient, and engaged professionals who are dedicated to and guided by a commitment to service excellence.
Summary
This role provides a great opportunity to learn all aspects of our Structured Settlement Annuity product. In this role, you will serve as the Structured Settlement Annuities Departments front line, working with Structured Settlement recipients and brokers. You will process service requests, financial transactions, and death claims. You will also work closely with our Sales Desk while onboarding new business and distributing contracts. Every day will provide a new opportunity for you to learn, helping you grow and develop with each interaction.
Primary Responsibilities
Required Qualifications:
Salary range: $35,000-$50,000
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Job Type: Full-time
Pay: $35,000.00 - $50,000.00 per year
Benefits:
Schedule:
Work Location: In person
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