Annuities Representative (New Business) jobs in Seattle, WA

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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Customer Service Representative
  • Keynote Business Solutions
  • Seattle, WA FULL_TIME,PART_TIME
  • Job Overview:
    We are seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be the first point of contact for our customers, providing exceptional service and support. This role requires excellent communication skills, attention to detail, and the ability to handle customer inquiries and resolve issues in a professional and timely manner.

    Duties:
    - Answer incoming customer calls and emails, providing accurate information and resolving inquiries
    - Assist customers with product selection, order placement, and tracking
    - Process returns, exchanges, and refunds according to company policies
    - Maintain customer records by updating account information and documenting interactions
    - Collaborate with other departments to address customer concerns and ensure customer satisfaction
    - Utilize CRM software to track customer interactions and follow up as needed
    - Meet or exceed performance goals for call quality, customer satisfaction, and productivity

    Experience:
    - Previous experience in a customer service role is preferred
    - Excellent verbal and written communication skills in English
    - Ability to communicate effectively with customers from diverse backgrounds
    - Strong problem-solving skills with the ability to analyze situations and provide appropriate solutions
    - Proficient in data entry and navigating computer systems
    - Multilingual abilities are a plus

    We offer competitive compensation and benefits packages for our Customer Service Representatives. Join our team today and make a difference in our customers' experience!

    Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of all responsibilities, duties, skills, or qualifications required.

    Job Types: Full-time, Part-time

    Pay: $18.51 - $22.29 per hour

    Benefits:

    • 401(k)
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Paid time off
    • Vision insurance
    • Work from home

    Experience level:

    • No experience needed

    Shift:

    • Morning shift

    Weekly day range:

    • Monday to Friday

    Work setting:

    • In-person
    • Office

    Ability to Relocate:

    • Seattle, WA: Relocate before starting work (Required)

    Work Location: In person

  • 25 Days Ago

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Customer Service Representative
  • Skyservice Business Aviation
  • Seattle, WA FULL_TIME
  • SKYSERVICE BUSINESS AVIATION Skyservice (Leading Edge Jet Center) is a North American leader in business aviation. Built on the key principles of safety and service excellence, we provide a full servi...
  • 1 Month Ago

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New Business Development
  • Global Placement Firm
  • Seattle, WA FULL_TIME
  • The personal service manager at (COMPANY) is responsible for outside sales of COMPANY’s products and services, building and maintaining the membership base and revenue, and promoting COMPANY’s brand b...
  • 11 Days Ago

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Business Development Representative
  • Ossia Inc
  • Redmond, WA FULL_TIME
  • Be on the forefront of a new, ground-breaking technology with Cota wireless power. Spearheaded by a team of highly experienced business leaders and specialized engineers, Ossia offers a once-in-a-life...
  • 13 Days Ago

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Business Development Representative
  • TaxBit
  • Seattle, WA FULL_TIME
  • Opportunity for Impact As a Business Development Representative (BDR) at TaxBit, you’ll drive TaxBit’s future growth engine by working with our Demand Gen and Account Executive teams to reach out to t...
  • 15 Days Ago

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Business Development Representative
  • Teal Communications, Inc.
  • SeaTac, WA FULL_TIME
  • Teal Communications, Inc. is a telecommunications company located in Seattle, Washington that is looking for a motivated and experienced Business Development Representative to join the team. The ideal...
  • 15 Days Ago

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0 Annuities Representative (New Business) jobs found in Seattle, WA area

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Real Estate Sales Representative
  • John L. Scott Real Estate
  • Port Orchard, WA
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/18/2024 12:00:00 AM

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Real Estate Sales Representative
  • John L. Scott Real Estate
  • Federal Way, WA
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/18/2024 12:00:00 AM

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Sales Representative
  • Velocity Business Solutions, LLC
  • Seattle, WA
  • Job Description Job Description Lifetime Earnings on Every Sale Who We Are: At Velocity Business Solutions, we're at the...
  • 4/17/2024 12:00:00 AM

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Sales Representative
  • Indoor Media
  • Seattle, WA
  • Short Sales Cycle. Start Making Money Right AWAY!!! Earn the Highest Commissions in the Industry!!! Indoor Media, the le...
  • 4/16/2024 12:00:00 AM

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Sales Account Representative
  • ULINE
  • Seattle, WA
  • Seattle, Washington Sales Account Representative Pay from $65,000 to $75,000 per year Looking to launch your sales caree...
  • 4/15/2024 12:00:00 AM

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Sales Account Representative
  • ULINE
  • Bellevue, WA
  • Bellevue, Washington Sales Account Representative Pay from $65,000 to $75,000 per year Looking to launch your sales care...
  • 4/15/2024 12:00:00 AM

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Retail Sales Representative
  • Advantage Solutions
  • Kirkland, WA
  • Retail Sales Representative Are you a people person, persuasive, positive, confident? If so, we're now hiring Retail Sal...
  • 4/10/2024 12:00:00 AM

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Customer Service Representative
  • Patterson
  • Bothell, WA
  • Patterson isn't just a place to work, it's a partner that cares about your success. One of the distinguishing marks of o...
  • 4/5/2024 12:00:00 AM

Seattle (/siˈætəl/ (listen) see-AT-əl) is a seaport city on the West Coast of the United States. It is the seat of King County, Washington. With an estimated 730,000 residents as of 2018[update], Seattle is the largest city in both the state of Washington and the Pacific Northwest region of North America. According to U.S. Census data released in 2018, the Seattle metropolitan area’s population stands at 3.87 million, and ranks as the 15th largest in the United States. In July 2013, it was the fastest-growing major city in the United States and remained in the Top 5 in May 2015 with an annual...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$49,272 to $60,969
Seattle, Washington area prices
were up 2.8% from a year ago