Annuity Services Director jobs in Columbia, SC

Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Life & Annuity Agent - Irmo
  • Auto Club Services Inc
  • Irmo, SC FULL_TIME
  • It’s a great time to join AAA The Auto Club Group! JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Salary Job Description: Reports to (job title): Life Sales Manager I. Position Description Primary Duties and Responsibilities (details of the basic job functions): The Life and Annuity Agent will customarily and regularly be engaged in outside sales activities away from their assigned AAA branch (or away from their remote office if working remotely). Examples may include: Making connections with persons physically outside of the office, such as visiting businesses, retail or office locations, real estate agents, mortgage companies, or other partners where a customer referral network and relationships can be created. Attending AAA sponsored marketing events to further sales efforts. Participation in local activities, such as charity, school, community, or sporting events to leverage as marketing opportunities and to generate potential prospects Physical interaction and representing AAA within the community by wearing AAA apparel, exchanging business cards, garnering attention of prospects and generating interest in those who could do business as an AAA customer of mine today or in the future. Prospecting (excludes work from assigned office location, to include home office if applicable) for new Discounts & Rewards partners, Group Membership opportunities, Approved Auto Repair locations, or Join2Give organizations, to name a few to help develop new customers. Follow-up appointments conducted in person outside the branch or home office. The Life and Annuity Agent will solicit and sell Life and Health products under minimal supervision. Learn various product features and marketing and sales techniques necessary to perform duties. Develop leads and prospects new accounts through various marketing activities (mailings, referrals, networking, website, sales.com, seminars, etc.) Successfully complete commission validation program. The Agent will develop leads and prospects for the purpose of conducting fact finding interviews to determine needs for coverage. Prepare proposals, and conduct closing interviews for Life and Health Insurance sales. Complete appropriate applications and forms and follows internal processing procedures to ensure transactions are handled in accordance with company policies and practices. Work collaboratively with others in the Branch to reach business goals, maximize leads, sales opportunities and take advantage of cross-sell opportunities. Assist Underwriting and Brokerage Departments in satisfying requirements. Respond to customer inquiries and problems and ensure sound-sales practices are used. Prepare reports documenting prospecting and sales activities and maintains specified production standards and persistency levels for Life and Health insurance. Supervisory Responsibilities (briefly describe, if applicable, or indicate None): None II. Required Qualifications (these are the minimum requirements to qualify) Education (include minimum education and any licensing/certifications): High School Diploma or equivalent Possession of valid State Life Sales licenses Ability to take and pass LUTC or CLU coursework Maintain Life and Health licenses required to sell products. Possession of a valid State driver’s license Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products. Experience: Minimum of 2 years experience with a proven record of successfully soliciting and selling life insurance products. Experience selling intangible products. Knowledge and Skills: Strong working knowledge of Life Insurance and Annuity products and services Ability to listen to and analyze customer needs and make recommendations to customers that best fit customers’ needs and to promote a positive Member experience Effectively communicate complex information with prospective clients in a clear manner Ability to prepare proposals, and conduct closing interviews to sell Life and Annuity products. Assessing and reflecting customer insurance requirements consistent with company standards when writing policies Ability to perform mathematical calculations to determine premiums and values of Life insurance policies Ability to build and maintains strong relationships with customers Prospecting and developing new sales opportunities and meeting production requirements Ability to work collaboratively with all team members to attain business goals. Strong communication skills with others in the Branch to keep partners and branch management informed on sales and the disposition of any partner generated leads Understands and can articulate to customers the tax and legal impacts the products have on Members Strong organization, planning, time management and administrative skills Representing Auto Club Life in a professional and positive manner Safely operating a motor vehicle to travel to various locations to attend meetings Proficient writing skills to compose routine correspondence Working independently with minimal supervision Knowledge of MS Office applications: Word, Excel, PowerPoint, and Outlook Ability and willingness to work irregular hours including evenings and weekends. III. Preferred Qualifications College level coursework LUTCF or FSCP certification Professional designations through the American College of Financial Services Strong knowledge of features and benefits of ACG’s comprehensive product portfolio Knowledge of ACG systems for policy sales, quoting, etc. IV. Work Environment Frequent (up to 80% of work time) travel required with exposure to road hazards and temperature extremes. May visit clients at their residence, place of work, at the branch office or at other business locations. May work outside at an ACG sponsored event - with exposure to various weather conditions. Who We Are Become a part of something bigger. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14 million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance. And when you join our team, one of the first things you’ll notice is that same, whole-hearted, enthusiastic advocacy for each other. We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger. To learn more about AAA The Auto Club Group visit www.aaa.com Important Note: ACG’s Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level. The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements. The Auto Club Group, and all its affiliated companies, is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position. IF YOU ARE A CURRENT ACG EMPLOYEE, PLEASE APPLY INTERNALLY THROUGH WORKDAY JOBS HUB. The Auto Club Group (ACG) provides membership, travel, insurance and financial services offerings to approximately 13 million members and customers across 14 states and 2 U.S. territories through the AAA, Meemic and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.
  • 1 Month Ago

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Life & Annuity Agent - Irmo
  • The Auto Club Group
  • Irmo, SC FULL_TIME
  • It's a great time to join AAA The Auto Club Group!JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARDJob Type:Full timeExempt/Non Exempt:SalaryJob Description:Reports to (job title): Life Sales Man...
  • Just Posted

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Director of Adult Services
  • The Unumb Center for Neurodevelopment
  • Columbia, SC FULL_TIME
  • Director of Adult Services Reports to: Executive Director Position Type: Full-Time Pay Type: Salary General Description The director of adult services will provide regulatory and compliance oversight ...
  • 17 Days Ago

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Director of Special Services
  • Lexington County School District Two
  • West Columbia, SC OTHER
  • Position Type: Administration/Director of Special ServicesDate Posted: 3/19/2024Location: District Education Center - Special ServicesDate Available: 07/01/2024Closing Date: Until Filled Video: Join o...
  • 5 Days Ago

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Director of Food Services
  • NHC and Affiliates
  • Columbia, SC FULL_TIME
  • Position: Director of Food Services The Palmettos of Parklane is seeking a Director of Food Services who is able to ensure all functions of the Dietary Department, both Administrative and Clinical dut...
  • 5 Days Ago

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Director of Special Services
  • Lexington County School District Two
  • West Columbia, SC OTHER
  • Position Type: Administration/Director of Special ServicesDate Posted: 3/19/2024Location: District Education Center - Special ServicesDate Available: 07/01/2024Closing Date: Until Filled Video: Join o...
  • 5 Days Ago

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0 Annuity Services Director jobs found in Columbia, SC area

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Executive Director
  • Youth Corps
  • Columbia, SC
  • Position Summary The Executive Director of Youth Corps will serve as a role model and a champion of youth empowerment an...
  • 4/22/2024 12:00:00 AM

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Director of Operations
  • Oertzengroup
  • Columbia, SC
  • Our client is the leading manufacturer of rear-view vision systems for commercial vehicles and seeking for a Director of...
  • 4/22/2024 12:00:00 AM

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Director of Machine Shop
  • Nephron Pharmaceuticals
  • West Columbia, SC
  • Position Summary: The primary responsibility of the director of the machine shop is the overseeing of the setup and oper...
  • 4/22/2024 12:00:00 AM

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UNIT CUSTODIAL DIRECTOR
  • Compass Group, North America
  • Columbia, SC
  • SSC Salary: Other Forms of Compensation: Pay Grade: 11 SSC Services for Education is known for our expertise, commitment...
  • 4/21/2024 12:00:00 AM

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Director, Capture
  • Amentum
  • Columbia, SC
  • Job Description Amentum is seeking a full-time **Capture Manager** to lead and support growth in its Critical Missions/S...
  • 4/20/2024 12:00:00 AM

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Director of Facilities
  • Allen University
  • Columbia, SC
  • For a description, see file at: https://allenuniversity.edu/s/Facilities-Director-Job-Description.pdf
  • 4/20/2024 12:00:00 AM

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Managing Director
  • Transamerica Premier Life Insurance Company
  • Columbia, SC
  • The Managing Director is responsible for growing the business of the District Office by developing new quality sales, co...
  • 4/19/2024 12:00:00 AM

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Director of Food Access
  • KG Workforce Solutions, LLC
  • Columbia, SC
  • Job Title: Director of Food Access Location: Columbia, SC; onsite Travel: Mostly day trips across SC; average 2-3 days p...
  • 4/19/2024 12:00:00 AM

One of Columbia's more prominent geographical features is its fall line, the boundary between the upland Piedmont region and the Atlantic Coastal Plain, across which rivers drop as falls or rapids. Columbia grew up at the fall line of the Congaree River, which is formed by the convergence of the Broad River and the Saluda River. The Congaree was the farthest inland point of river navigation. The energy of falling water also powered Columbia's early mills. The city has capitalized on this location which includes three rivers by christening itself "The Columbia Riverbanks Region". Columbia is lo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$126,369 to $170,686
Columbia, South Carolina area prices
were up 1.5% from a year ago

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The amount of time you pay into the annuity can vary from a one-time payment to several smaller payments over a long time period.
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Dalbar recognizes these elite institutions with the Annuity Service Award.
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