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)
SUMMARY
The Corporate Sales Director is responsible for the direction and oversight of all sales activities, including developing sales strategies, establishing sales targets, executing strategic sales plans, leading sales teams, managing key accounts, maintaining and building relationships with corporate clients, ensuring increased revenue, and promoting the overall growth of the sales department.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:
REQUIRED EXPERIENCE, KNOWLEDGE, AND SKILLS
COMPETENCIES
PREFERRED EDUCATION AND EXPERIENCE
POSITION REQUIREMENTS & DEMANDS
SUPERVISORY RESPONSIBILITIES
This position has supervisory responsibilities.
PHYSICAL DEMANDS
The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.
POSITION TYPE & EXPECTED HOURS OF WORK
This is a full-time position. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:30am to 3:30pm to maintain full-time status. 50% of the time spent in this role is spent in the office focusing on office/administrative duties and 50% is spent traveling to meet with regional sales managers in order to maintain and foster working relationships between the sales manager and sales personnel.
TRAVEL REQUIREMENTS
Travel is expected for this position. Up to 50% expected.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
EEO STATEMENT
It is the policy of the Company to provide equal employment opportunity to all individuals regardless of race, creed, color, religion, sex, age, national origin, disabilities, veteran status, sexual orientation, marital status, military status, or any other characteristic protected by state or federal law. The Company is strongly committed to this policy and believes in the concept and spirit of the law. The Company believes in and practices equal opportunity and affirmative action. All employees are responsible for supporting the concept of equal opportunity and affirmative action and assisting the Company in meeting its objectives.
Clear All
0 Annuity Services Director jobs found in Port Arthur, TX area