Annuities Director (New Business) jobs in Portsmouth, NH
Annuities Director (New Business) 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. Being an Annuities Director (New Business) 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. Additionally, Annuities Director (New Business) requires a bachelor's degree. Typically reports to top management. The Annuities Director (New Business) manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Annuities Director (New Business) typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Annuities Director (New Business) jobs
New Business Advisor
- CNI Consulting Inc.
-
Portsmouth, NH
FULL_TIME
-
Overview
The New Business Advisor will be the initial point of contact with clients and is responsible for attracting and onboarding new client relationships. This individual will have a broad understanding of wealth management practices and investment strategies with the ideal candidate having proven experience with new business and sales goals. The New Business Advisor will work in tandem with Wealth Advisors within the firm in a team relationship model.Responsibilities
- Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements
- Work with firm team members to identify and implement an appropriate investment strategy for each client based on their goals, objectives, and risk tolerance.
- Work with client to develop individual investment objectives
- Collaborate with strategic custodial partners and COIs to create and foster partnership
- Reviews portfolio issues (i.e., taxes, liquidity events, etc.) as needed
- Manage investment transition for new clients
- Communicate and collaborates with the Investment Team regarding investment strategy and client portfolio structure
- Provide recommendations to individuals and families enabling them to fulfill their financial goals
- Identify insurance needs for clients and assess proper solutions
- Ability to discuss investment performance, economic and market trends
- Develop a knowledge of the client’s entire financial and family situation and be able to structure investment and financial plan
- Ability to discuss estate planning and work with internal and external resources to meet the estate planning goals of the client
- Direct consultation with attorneys and accountants on financial, tax, and estate planning
- Client meeting planning, facilitation, and presentation
- Seek to increase current accounts through additions to AUM
- Compliance awareness with all industry rules and regulations and firm policies
- Other duties as assigned
Qualifications
- Bachelor’s degree from an accredited college or university
- Minimum 10 years relevant experience within financial services, wealth management preferred
- Strong organization and communication skills
- Ability to work in a team environment
- Proven track record and sales ability to close new business
- Competence with industry software to include CRM, Portfolio Management system, MS Office, custodial platform
- Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements
- 1 Month Ago
Business Development Representative
- New England Barricade, Sign & Safety
-
Epping, NH
FULL_TIME
- New England Barricade, Sign & Safety is a small, family-owned company and leading regional provider of traffic and construction signage and safety products. We are dedicated to ensuring safer environm...
- Just Posted
Business Office Supervisor
- New England Center for Orthopaedic Surgery
-
Portsmouth, NH
FULL_TIME
- Introduction Do you have the career opportunities as a Business Office Supervisor you want with your current employer? We have an exciting opportunity for you to join New England Center for Orthopaedi...
- 14 Days Ago
Project Director I
- University of New Hampshire
-
Durham, NH
FULL_TIME
- Summary Operating Title Project Director I Long Classification Title Project Director I Campus Location Durham Department UNH CHHS Institute on Disability Summary of Position Under the direction of th...
- 7 Days Ago
Director Business Development
- Franklin Energy
-
Portsmouth, NH
FULL_TIME
- COMPANY SUMMARY As a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the central challenge of our times – to help drive the transition to net-zero carbo...
- Just Posted
Business Office Director
- Avita of Wells
-
Wells, ME
FULL_TIME
- Position at Avita of Wells Leading and Inspiring Here, your office is where our residents call home. There will be meetings, phone calls and emails to send, but there will also be moments to join the ...
- 27 Days Ago
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0 Annuities Director (New Business) jobs found in Portsmouth, NH area
About Portsmouth, New Hampshire
Portsmouth is a city in Rockingham County, New Hampshire, United States. As of the 2010 census it had a population of 21,233, and in 2017 the estimated population was 21,796. A historic seaport and popular summer tourist destination on the Piscataqua River bordering the state of Maine, Portsmouth was formerly the home of the Strategic Air Command's Pease Air Force Base, since converted to Portsmouth International Airport at Pease.
According to the United States Census Bureau, the city has a total area of 16.8 square miles (43.6 km2), of which 15.6 square miles (40.5 km2) is land and 1.2 square...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Director (New Business) jobs
$120,719 to $163,472
Portsmouth, New Hampshire area prices
were up 1.4% from a year ago
were up 1.4% from a year ago
What does an Annuities Director (New Business) do?
Annuities Director (New Business) in Tucson, AZ
Annuities supervisors oversee a group of annuities representatives who are responsible for handling needs and requirements of potential and new applicants.
December 07, 2019
Annuities Director (New Business) in Amarillo, TX
They ensure compliance with regulations and they keep abreast about any changes in regulations and laws relating to the annuities applications.
January 29, 2020
Annuities Director (New Business) in New Suffolk, NY
An annuity supervisor is also responsible for creating or enhancing processes when it comes to annuities applications, to facilitate acquisitions of new businesses.
January 21, 2020