Annuities Representative (New Business) jobs in South Carolina

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)

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Field Service Representative
  • Canon Business Process Services, Inc.
  • Greenville, SC FULL_TIME
  • Under direct supervision, the Field Support Representative (FSR) is assigned to a temporary in-house talent pool which provides replacement and/or short-term administrative services in place of Office Service Reps (and others) who are out of the office. The FSR will be assigned a home location but will be scheduled to visit other client sites within the region to provide multiple disciplines (fax, print, mail, reception and other duties, as assigned).

    NOTE: This position requires heavy travel (up to 75 %), and requires either reliable public transportation or a clean driving record and a personal vehicle. Business travel expenses will be reimbursed.

    Responsibilities:
    CUSTOMER SERVICE

    · Ensures total customer (internal & external) satisfaction through understanding of customer expectations, proactive problem identification/resolution, and maximizing opportunities to build relationships.

    MAIL/PACKAGES/POUCHES

    · Receive, sort, and deliver all incoming mail & packages according to assigned floors and within established time frames. Wrap, seal, weigh, affix postage and dispatch all outgoing mail/packages in accordance with postal regulations.

    · Prepare special outgoing inter-office pouches sent to client affiliates as scheduled (if applicable).

    · Package and process outgoing overnight items, i.e. Federal Express, UPS, etc., to meet client and vendor deadlines. Log and deliver incoming overnight packages within established time frames.

    · Log outgoing and incoming items as required and review for accuracy/completeness.

    · In some locations, may be required to walk and/or deliver by transportation any legal package in a timely and proscribed manner. Secure necessary signatures and documentation to confirm delivery.

    SUPPLIES/COPYING/FAXING/ADMINISTRATION

    · Organize and distribute supplies to client. Verify and log orders upon delivery. Monitor inventory of copy supplies, stock paper and toner and keep supply area neat (inclusive of convenience copiers).

    · Handle items for distribution to a segment of or all of client employees, affiliates, dealers, etc.

    · Estimate runtime on the small to medium photocopy jobs. Check all copies produced for quality and accuracy. Produce bound copies of work when requested. Deliver and pick up copy jobs.

    · May provide minor maintenance of photocopy machine such as solving paper jams, placing service calls and routine cleanings.

    · Operate facsimile machines; send and receive facsimiles. Keep complete and accurate logs of incoming and outgoing facsimiles. Where appropriate, generate activity and confirmation reports, and call the receiver to confirm receipt as necessary.

    · Perform other administrative duties from inserting, copying and photocopying to faxing as needed.

    · Due to changing technology in office automation, will be required to learn new features and functionalities of copying machines, faxes, scanning, shipping equipment as introduced at the site.

    May possibly perform any of the following functions at the direction of the Site Manager:

    · Set up and maintain client’s kitchen areas and conference rooms, order food and make coffee.

    · Provide reception work such as answering telephones, taking messages and greeting visitors.

    · Move boxes, supplies or furniture; replace light bulbs.

    · May be requested to perform document scanning.

    · Prepare outgoing items for shipping.

    · Additional responsibilities that other employees at that site do not perform.

    May prepare reports in order to measure productivity and prepare billing charges.

    Qualifications:

    • High school diploma or equivalent
    • 1-3 years’ experience working in a mailroom or professional office environment.
    • Capable of performing the basic job functions under general direction.
    • Basic knowledge of metering, weighting, logging and other shipping procedures.
    • Basic computer skills required.
    • Able to perform routine and some more complex functions of various equipment and systems (fax, scanner, metering, stamping, tracking systems, photocopying, color copying, etc.) with general direction.
    • General supervision and instructions given for routine work and detailed instructions given for new activities or special assignments.
    • Contacts may occasionally be outside own department.
    • Contacts involve the exchange of information or data requiring some explanation or interpretation.
    • Excellent customer service, professional attitude and appearance are a must
    • Ability to work overtime & meet deadlines
    • Adherence and support of CBPS Core Values: Focusing on Results & Customers, Be Innovative and Quality Driven and Performing Ethically.

    PHYSICAL DEMANDS/ WORKING CONDITIONS

    • Physical activity required including bending, reaching, lifting and prolonged periods of sitting or standing.
    • May lift and/or move up to 50lbs.
    • Mental qualifications include ability to perform mail, delivery, copy and other administrative tasks as requested
    • Good organizational skills

    What We Offer:

    Competitive pay & benefits!

    Comprehensive training and development programs that prepare employees to advance from within.

    A company focused on creating a positive work and client environment.

    Employee discounts on entertainment, products, and services nationwide!

    Come Join Our Team!

    Job Type: Full-time

    Pay: $19.00 per hour

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Paid time off
    • Referral program
    • Vision insurance

    Experience level:

    • 1 year

    Shift:

    • 8 hour shift

    Weekly day range:

    • Monday to Friday
    • Weekends as needed

    Work setting:

    • In-person

    Ability to Relocate:

    • Greenville, SC 29615: Relocate before starting work (Required)

    Work Location: In person

  • 3 Days Ago

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New Business Sales Leader
  • Agfa HealthCare Corporation
  • Greenville, SC FULL_TIME
  • , is a division of the Agfa-Gevaert Group which is headquartered in Mortsel, Belgium and traded on Euronext Brussels (AGFB). At Agfa HealthCare, we support healthcare professionals across the globe to...
  • 21 Days Ago

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New Business Development -Charleston, SC
  • ThyssenKrupp Supply Chain Services
  • Charleston, SC FULL_TIME
  • Company With around 480 locations in over 40 countries, thyssenkrupp Materials Services is the biggest materials distributor and service provider in the western world. The broad service spectrum offer...
  • 6 Days Ago

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New Business Development -Charleston, SC
  • thyssenkrupp Supply Chain Services NA, Inc.
  • Charleston, SC FULL_TIME
  • With around 480 locations in over 40 countries, thyssenkrupp Materials Services is the biggest materials distributor and service provider in the western world. The broad service spectrum offered by th...
  • 6 Days Ago

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Sales Representative (New Mexico)
  • VELUX America LLC
  • Fort Mill, SC OTHER
  • In the VELUX Group, we offer you a world of opportunities and the chance to create a bright future. From the forefront of the sustainable indoor living industry, we enable those who live, work and pla...
  • 18 Days Ago

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New Accounts Representative
  • Aston Carter
  • Fort Mill, SC FULL_TIME
  • Description: The Operations Specialist will serve as a subject matter expert on operational policies and procedures involving our Customer Identification Program . The candidate must be capable of ass...
  • 19 Days Ago

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Customer-Facing Client Representive
  • 500 Republic Inc
  • Carmel, IN
  • Job Description Job Description Customer-Facing Client Representative New customers are vital to a company’s success. At...
  • 4/16/2024 12:00:00 AM

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Customer Support Representive
  • tapseries.io
  • **Customer Support Representive** ** TAP Series () Westlake Village, CA 91362** **** TAP Series is located in Westlake V...
  • 4/15/2024 12:00:00 AM

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Attorney - Train in Tax Representation
  • Community Tax LLC
  • 00917, PR
  • Job Description Job Description Community Tax Puerto Rico, LLC Is a PUERTO RICO established firm and partner to Communit...
  • 4/14/2024 12:00:00 AM

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Customer Service Representive (Bilingual)
  • Visa
  • Miami, FL
  • **Customer Service Representive (Bilingual)** Client Services & Support Full-time Date: Job Number: REF39347C **Company ...
  • 4/14/2024 12:00:00 AM

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Customer Service Representive (Bilingual)
  • visa.no
  • Miami, FL
  • **Customer Service Representive (Bilingual)** Client Services & Support Full-time Date: Job Number: REF39347C **Company ...
  • 4/14/2024 12:00:00 AM

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Customer Service Representive (Bilingual)
  • Visa, Inc.
  • Miami, FL
  • **Customer Service Representive (Bilingual)** Client Services & Support Full-time Date: Job Number: REF39347C **Company ...
  • 4/13/2024 12:00:00 AM

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Attorney - Train for Tax Representation
  • Community Tax, LLC
  • 00917, PR
  • Job Description Job Description Community Tax Puerto Rico, LLC Is a PUERTO RICO established firm and partner with Commun...
  • 4/12/2024 12:00:00 AM

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Customer Service Representive (Bilingual)
  • Visa Inc.
  • Miami, FL
  • **Customer Service Representive (Bilingual)** Client Services & Support Full-time Date: Job Number: REF39347C **????** *...
  • 4/12/2024 12:00:00 AM

South Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the Southeastern United States and the easternmost of the Deep South. It is bordered to the north by North Carolina, to the southeast by the Atlantic Ocean, and to the southwest by Georgia across the Savannah River. South Carolina became the eighth state to ratify the U.S. Constitution on May 23, 1788. South Carolina became the first state to vote in favor of secession from the Union on December 20, 1860. After the American Civil War, it was readmitted into the United States on June 25, 1868. South Carolina is the 40th most extensive and 23...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$42,170 to $52,180