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)
Summary:
We are seeking a skilled Bilingual English/Spanish Call Center Representative to join our team. The successful candidate will be fluent in both English and Spanish, possess excellent communication skills, and have a passion for delivering exceptional customer service.
As a Call Center Representative, you will be responsible for handling inbound and outbound calls in both languages, assisting customers with inquiries, resolving issues, and providing information about our products and services.
Responsibilities:
Requirements:
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0 Annuities Representative (New Business) jobs found in Bakersfield, CA area