Annuities Representative (New Business) jobs in Atlantic City, NJ

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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Field Support Representative I, II, III
  • Canon Business Process Services, Inc.
  • ATLANTIC CITY, NJ OTHER
  • Overview

    Under direct supervision, the Field Support Representative (FSR) is assigned to a temporary in-house talent pool which provides replacement and/or short-term administrative services in place of Office Service Reps (and others) who are out of the office.  The FSR will be assigned a home location but will be scheduled to visit other client sites within the region to provide multiple disciplines (fax, print, mail, reception and other duties, as assigned).

    NOTE:  This position requires heavy travel (up to 75 %), and requires either reliable public transportation or a clean driving record and a personal vehicle.  Business travel expenses will be reimbursed.

    Responsibilities

    CUSTOMER SERVICE

    ·    Ensures total customer (internal & external) satisfaction through understanding of customer expectations, proactive problem identification/resolution, and maximizing opportunities to build relationships. 

    MAIL/PACKAGES/POUCHES

    ·    Receive, sort, and deliver all incoming mail & packages according to assigned floors and within established time frames.  Wrap, seal, weigh, affix postage and dispatch all outgoing mail/packages in accordance with postal regulations.

    ·    Prepare special outgoing inter-office pouches sent to client affiliates as scheduled (if applicable).

    ·    Package and process outgoing overnight items, i.e. Federal Express, UPS, etc., to meet client and vendor deadlines.  Log and deliver incoming overnight packages within established time frames.

    ·    Log outgoing and incoming items as required and review for accuracy/completeness.

    ·    In some locations, may be required to walk and/or deliver by transportation any legal package in a timely and proscribed manner.  Secure necessary signatures and documentation to confirm delivery.

    SUPPLIES/COPYING/FAXING/ADMINISTRATION

    ·    Organize and distribute supplies to client.  Verify and log orders upon delivery. Monitor inventory of copy supplies, stock paper and toner and keep supply area neat (inclusive of convenience copiers).

    ·    Handle items for distribution to a segment of or all of client employees, affiliates, dealers, etc.

    ·    Estimate runtime on the small to medium photocopy jobs.  Check all copies produced for quality and accuracy.  Produce bound copies of work when requested. Deliver and pick up copy jobs.

    ·    May provide minor maintenance of photocopy machine such as solving paper jams, placing service calls and routine cleanings.

    ·    Operate facsimile machines; send and receive facsimiles. Keep complete and accurate logs of incoming and outgoing facsimiles. Where appropriate, generate activity and confirmation reports, and call the receiver to confirm receipt as necessary.

    ·    Perform other administrative duties from inserting, copying and photocopying to faxing as needed.

    ·    Due to changing technology in office automation, will be required to learn new features and functionalities of copying machines, faxes, scanning, shipping equipment as introduced at the site.

     

    May possibly perform any of the following functions at the direction of the Site Manager:

    ·    Set up and maintain client’s kitchen areas and conference rooms, order food and make coffee.

    ·    Provide reception work such as answering telephones, taking messages and greeting visitors.

    ·    Move boxes, supplies or furniture; replace light bulbs.

    ·    May be requested to perform document scanning.

    ·    Prepare outgoing items for shipping.

    ·    Additional responsibilities that other employees at that site do not perform.

    May prepare reports in order to measure productivity and prepare billing charges.

     

    Qualifications

     

    • High school diploma or equivalent
    • 1-3 years’ experience working in a mailroom or professional office environment.
    • Capable of performing the basic job functions under general direction.
    • Basic knowledge of metering, weighting, logging and other shipping procedures.
    • Basic computer skills required.
    • Able to perform routine and some more complex functions of various equipment and systems (fax, scanner, metering, stamping, tracking systems, photocopying, color copying, etc.) with general direction.
    • General supervision and instructions given for routine work and detailed instructions given for new activities or special assignments.
    • Contacts may occasionally be outside own department.
    • Contacts involve the exchange of information or data requiring some explanation or interpretation.    
    • Excellent customer service, professional attitude and appearance are a must
    • Ability to work overtime & meet deadlines
    • Adherence and support of CBPS Core Values:  Focusing on Results & Customers, Be Innovative and Quality         Driven and Performing Ethically.    

     

    PHYSICAL DEMANDS/ WORKING CONDITIONS

    • Physical activity required including bending, reaching, lifting and prolonged periods of sitting or standing.
    • May lift and/or move up to 50lbs.
    • Mental qualifications include ability to perform mail, delivery, copy and other administrative tasks as requested
    • Good organizational skills

    What We Offer:

    Competitive pay & benefits!

    Comprehensive training and development programs that prepare employees to advance from within.

    A company focused on creating a positive work and client environment.

    Employee discounts on entertainment, products, and services nationwide!

     

    Come Join Our Team!

  • 9 Days Ago

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Community Outreach/Business Development Coordinator
  • SightMD New Jersey
  • Toms River, NJ FULL_TIME
  • A career that changes lives. SightMD is a rapidly growing integrated ophthalmic provider group, extending the reach of exceptional eye care to patients across New York, New Jersey, Pennsylvania, and C...
  • 17 Days Ago

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Business Development Representative
  • Prism Specialties of the Tri-State
  • Jackson, NJ FULL_TIME
  • Are you interested in working for a company that makes a difference in people’s lives? Do you want to work for a company that values its employees and supports professional development? Joining the Pr...
  • 14 Days Ago

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Business Development Representative
  • Burke Motor Group
  • Cape May, NJ FULL_TIME
  • BDC Representatives act similar to a liaison between the sales department and prospective customers searching for either a new or pre-owned vehicle. The position is mainly focused on scheduling sales ...
  • 2 Months Ago

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Customer Service Representative
  • New Jersey Best Lawns, Sprinklers and Fencing
  • Bayville, NJ FULL_TIME
  • As a Customer Service Agent, you will play a crucial role in ensuring that we deliver on our promise of outstanding service and client communication. You will work closely with customers, sales staff,...
  • 30 Days Ago

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Customer Service Representative/Office
  • New Jersey Best Lawn Sprinklers and Fencing
  • Bayville, NJ FULL_TIME
  • Customer Service Representative As a Customer Service Agent, you will play a crucial role in ensuring that we deliver on our promise of outstanding service and client communication. You will work clos...
  • 1 Month Ago

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0 Annuities Representative (New Business) jobs found in Atlantic City, NJ area

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Inside Sales Representative
  • Beacon Building Products
  • Pleasantville, NJ
  • Joining Beacon Building Products as an Inside Sales Representative means becoming part of a value-driven organization. O...
  • 4/17/2024 12:00:00 AM

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Customer Service Representative
  • Contemporary Staffing Solutions
  • Atlantic City, NJ
  • Job Description Job Description Contemporary Staffing Solutions is seeking a Customer Service Representative to join our...
  • 4/17/2024 12:00:00 AM

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Customer Service Representative
  • LaSalle Network
  • Linwood, NJ
  • LaSalle Network is seeking a Customer Service Representative to join our client's team on a temporary assignment in Linw...
  • 4/17/2024 12:00:00 AM

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Customer Service Representative
  • South Jersey Gas
  • Atlantic City, NJ
  • PLEASE NOTE: This posting is not to fill an immediate need, but rather to build a pipeline of qualified candidates for f...
  • 4/16/2024 12:00:00 AM

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Sales Representative B2B
  • Mitchell 1/ division of Snap-on Tools
  • Atlantic City, NJ
  • Job Description Job Description Mitchell 1 (a division of Snap-on Inc.) Independent Sales Contractor position: https://m...
  • 4/16/2024 12:00:00 AM

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Sales Representative*
  • Power Home Remodeling
  • Vineland, NJ
  • Job Description Job Description ***$4,000 Sign on Bonus*** Sales Representative Power Home Remodeling is a company found...
  • 4/16/2024 12:00:00 AM

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HVAC Sales Representative
  • One Hour Heating and Air Conditioning
  • Pleasantville, NJ
  • Join Our Team of HVAC Service Pros Today! We are looking for an HVAC HOME COMFORT ADVISOR (HCA) to conduct In-home sales...
  • 4/15/2024 12:00:00 AM

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Sales Representative
  • MLM Home Improvement
  • Vineland, NJ
  • **MLM HOME IMPROVEMENT LLC** **Sales Representative** **Sales Department - Vineland, NJ - Full Time** **MLM Home Improve...
  • 4/14/2024 12:00:00 AM

Atlantic City is a resort city in Atlantic County, New Jersey, United States, known for its casinos, boardwalk, and beaches. In 2010, the city had a population of 39,558.[21][22] It was incorporated on May 1, 1854, from portions of Egg Harbor Township and Galloway Township.[23] It borders Absecon, Brigantine, Pleasantville, Ventnor City, Egg Harbor Township, and the Atlantic Ocean. Atlantic City inspired the U.S. version of the board game Monopoly, especially the street names. Since 1921, Atlantic City has been the home of the Miss America pageant. In 1976, New Jersey voters legalized casino g...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$47,843 to $59,200
Atlantic City, New Jersey area prices
were up 1.5% from a year ago