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Alternate job titles: Annuities Director (New Business) | Director Business Development -Annuities

The New Business Director - Annuities reviews applications and contracts and ensures that all transactions comply with state and federal regulations. Directs the development of new accounts and business relationships through sales, marketing, and referrals. Being a New Business Director - Annuities is responsible for staffing and training of unit and ensures staff has full knowledge of all current regulations and provides prompt and efficient service to customers. Stays abreast of any changes to laws and regulations which affect the activities of the business. In addition, New Business Directo more...



Alternate job titles: Director Business Development -Annuities | New Business Director - Annuities

Directs the development of new accounts and business relationships through sales, marketing, and referrals. Reviews applications and contracts and ensures that all transactions comply with state and federal regulations. Stays abreast of any changes to laws and regulations which affect the activities of the business. Responsible for staffing and training of unit and ensures staff has full knowledge of all current regulations and provides prompt and efficient service to customers. Requires a bachelor's degree. Typically reports to top management. Manages a departmental sub-function within a broa more...


Alternate job titles: Business Development Team Leader - Annuities

Supervises a group of Annuities Representatives responsible for handling the needs of new applicants. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Responsible for handling the more complicated client service issues such as contract exceptions or complaints referred by staff. May be responsible for developing or improving annuities application processes in order to facilitate the acquisition of new business. Requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Super more...


Alternate job titles: Business Development Representative -Annuities

Responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. 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. 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. Requi more...



Alternate job titles: Annuities Director (New Business) | New Business Director - Annuities

The Director Business Development -Annuities reviews applications and contracts and ensures that all transactions comply with state and federal regulations. Directs the development of new accounts and business relationships through sales, marketing, and referrals. Being a Director Business Development -Annuities is responsible for staffing and training of unit and ensures staff has full knowledge of all current regulations and provides prompt and efficient service to customers. Stays abreast of any changes to laws and regulations which affect the activities of the business. In addition, Direct more...


Alternate job titles: Annuities Supervisor (New Business)

The Business Development Team Leader - Annuities ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Supervises a group of Annuities Representatives responsible for handling the needs of new applicants. Being a Business Development Team Leader - Annuities may be responsible for developing or improving annuities application processes in order to facilitate the acquisition of new business. Responsible for handling the more complicated client service issues such as contract exceptions or complaints referred by s more...



Alternate job titles: Annuities Representative (New Business)

The Business Development Representative -Annuities assists applicants and checks forms for completeness and accuracy. Responsible for the annuities application process. Being a Business Development Representative -Annuities reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. In addition, Business Development Representative -Annuities is responsible for responding to inquiries from more...


Alternate job titles: Annuity Services Director | Customer Support Director Annuity Policies

The Customer Satisfaction Director - Annuities provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Directs and oversees all aspects of the annuity customer service program. Being a Customer Satisfaction Director - Annuities requires a bachelor's degree. 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. In addition, Custome more...


Alternate job titles: Customer Satisfaction and Retention Specialist- Annuities | Retention Specialist - Annuity Policies

Coordinates with service representatives and clients to assist with retaining the client's annuity business. Provides knowledge and expertise to clients in order to meet their financial goals and to clearly understand various options that are available with annuities. Reviews surrender requests and contacts clients to re-engage and identify opportunities for additional sales. Makes recommendations to product line management to improve service and design of products that encourage client retention. Requires a bachelor's degree. Typically reports to a manager. Contributes to moderately complex a more...



Supports top management by providing analysis for evaluating new business opportunities such as in/out licensing, collaborative research and development agreements, joint ventures, mergers and acquisitions. Oversees business development activities through subordinate managers. Requires an MBA and at least 5 years of experience in the field or in a related area. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs the work of others. A wide degree of cr more...


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