Annuities Representative (New Business) jobs in Bremerton, WA
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)
Recently Added Annuities Representative (New Business) jobs
- ABC Bookkeeping & Business Support
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Belfair, WA
FULL_TIME
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Our rapidly growing tax and bookkeeping firm is currently seeking quality professional tax preparers for our Belfair and Gig Harbor offices. Desired competencies include previous tax preparation for personal and business clients. Must be detail oriented, have the ability to multi-task, be highly proactive, with a strong commitment to customer service.Full time during tax season, with full-time, flexible, or part-time work schedule available thereafter. Remote work is acceptable for candidates who meet all technical requirements.Required / Preferred Technical Skills
- Bachelor’s Degree in Accounting or Enrolled Agent
- Minimum 2 years experience in tax preparation
- Experience in Washington State excise and sales/use tax
- Excellent research and analytical skills
- High proficiency in Microsoft products
- Experience with Intuit tax software products
- Proficiency in Quickbooks
Business Qualifications:- Excellent interpersonal and writing skills
- Ability to effectively communicate with clients and state/local tax authorities
- Ability to work collaboratively and independently
- Team player and willing to take on new challenges
- High ethical standards and professionalism
- Ability to manage multiple deadlines and tasks effectively
Key Responsibilities:- Prepare corporate and/or individual client returns, adhering to quality standards
- Conduct tax research to solve client challenges and identify tax planning opportunities
- Maintain communications with clients to develop longstanding business relationships, manage expectations, and ensure deadlines are met
- Review client and in-house bookkeeping
- Advance your expertise in tax matters through continued education and research
- 14 Days Ago
- Jacobs
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Silverdale, WA
FULL_TIME
- Your Impact: Challenging Today. Reinventing Tomorrow. We're invested in you and your success. Everything we do is more than just a project. It's our challenge as human beings, too. That's why we bring...
- 28 Days Ago
- Contemporary Home Services
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Port Orchard, WA
FULL_TIME
- Come Join our team!We are a new construction cleaning company that has been in business for over 30 years and still continuing to grow and expand! We are looking for new faces to join our team.We have...
- 14 Days Ago
- Pacific Lifestyle homes
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Silverdale, WA
FULL_TIME
- Garrette Custom Homes—Puget Sound— a growing regional homebuilder based in Tacoma, WA — seeks an energetic, positive and organized sales professional for our beautiful new communities in Silverdale, W...
- 15 Days Ago
- Contemporary Home Services
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Manchester, WA
FULL_TIME
- Come Join our team!We are a new construction cleaning company that has been in business for over 30 years and still continuing to grow and expand! We are looking for new faces to join our team.We have...
- 2 Days Ago
- Kitsap Mental Health Services
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Bremerton, WA
FULL_TIME
- Clinical Supervisor – Full-Time – New Journeys ProgramHiring Range: $74,443.20 - $93,038.40 per year $3,000 sign-on bonus* Benefits: Comprehensive and generous health, dental and vision benefitsUp to ...
- 21 Days Ago
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0 Annuities Representative (New Business) jobs found in Bremerton, WA area
About Bremerton, Washington
were up 2.9% from a year ago