Annuities Representative (New Business) jobs in La Crosse, WI
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)
Recently Added Annuities Representative (New Business) jobs
- RON HAMMES REFRIGERATION INC
-
La Crosse, WI
FULL_TIME
-
An established family owned HVAC and Refrigeration business servicing the La Crosse and surrounding communities seeks an experienced result driven HVAC professional to enhance our business development team. This candidate will be responsible for maintaining existing relationships, building new with prospective and existing customers along with external distributors/vendors. Candidate will interact and provide proposals to customers for HVAC. The ideal candidate should have superb customer service experience, thorough follow-up with a minimum of three years sales experience in HVAC. Must promptly answer and respond to telephone and email inquiries in a professional and prompt manner. Candidate must be detailed oriented and knowledgeable in HVAC. Must have experience with preparing and presenting proposals. Computer knowledge a must. Hard work will be rewarded with competitive compensation and excellent benefits. Must have a valid driver's license and maintain a valid license.
If you meet the described skills and qualifications we encourage you to APPLY TODAY!
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
Weekly day range:
- Monday to Friday
Work setting:
- In-person
Work Location: In person
- 4 Days Ago
- Protech business solutions
-
Dakota, MN
FULL_TIME
- Company DescriptionProTech Los angeles is an Information technology (I.T.) Development, Digital marketing & Consulting Firm specializing in the design and development of quality, innovative informatio...
- 2 Months Ago
- Medulla
-
Eau Claire, WI
FULL_TIME
- Wellness Sales Representative in Eau Claire Wisconsin - New Grads Welcome to Apply! Ability to travel for events in other parts of the state ( travel, lodging, and expenses will be covered by company)...
- 16 Days Ago
- Clearbridge Business Solutions
-
Abbotsford, WI
FULL_TIME
- If you’ve got a desire to *really* help people, you’re looking at the right job posting. We’re in the business of saving days, restoring sanity, and restoring smiles. Every frozen screen thawed brings...
- 23 Days Ago
- EO Johnson Business Technologies
-
Eau Claire, WI
FULL_TIME
- Join our team as a Warranty and Parts Coordinator and step into a dynamic role where you'll be at the forefront of coordinating warranty claims and ensuring seamless parts availability. If you thrive ...
- 2 Days Ago
- EO Johnson Business Technologies
-
Eau Claire, WI
FULL_TIME
- Join our team as a Warranty and Parts Coordinator and step into a dynamic role where you'll be at the forefront of coordinating warranty claims and ensuring seamless parts availability. If you thrive ...
- 2 Days Ago
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0 Annuities Representative (New Business) jobs found in La Crosse, WI area
- InsuraTec Services Group
-
La Crosse, WI
- Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a...
- 5/1/2024 12:00:00 AM
- Schwan's Home Delivery
-
WEST SALEM, WI
- **NOW OFFERING A $2,000 SIGN ON BONUS** As a Route Sales Representative, you have the opportunity to drive the iconic ye...
- 4/30/2024 12:00:00 AM
- Wisconsin Building Supply
-
Onalaska, WI
- Wisconsin Building Supply operates locations throughout Wisconsin supplying windows, doors, roofing, siding, millwork, l...
- 4/30/2024 12:00:00 AM
- SPECTRUM
-
Onalaska, WI
- Sells products and services to customers in assigned non-bulk multi-dwelling units (MDU) areas/properties with 20+ doors...
- 4/29/2024 12:00:00 AM
- AMBA
-
Houston, MN
- Description Position at AMBA About Our Company For more than 65 years, AMBA has been a trusted provider of essential cov...
- 4/29/2024 12:00:00 AM
- SPECTRUM
-
Onalaska, WI
- Sells products and services to customers in assigned non-bulk multi-dwelling units (MDU) areas/properties with 20+ doors...
- 4/29/2024 12:00:00 AM
- Schwan's Home Delivery
-
WEST SALEM, WI
- **NOW OFFERING A $2,000 SIGN ON BONUS** As a Route Sales Representative, you have the opportunity to drive the iconic ye...
- 4/18/2024 12:00:00 AM
- UScellular
-
Onalaska, WI
- About This Role At UScellular, top performers earn $60k or more a year. Meet your neighbors and help them stay connected...
- 4/16/2024 12:00:00 AM
About La Crosse, Wisconsin
were up 1.3% from a year ago