Annuities Representative (New Business) jobs in Brownsville, TX

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

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Business Analyst
  • Texas Southmost College
  • Brownsville, TX FULL_TIME

  • Job Summary
    The primary responsibility of the Business Analyst is to provide functional support during project implementation and post support for the functional departments on software applications assigned. Collaborates with various departments and stakeholders to gather, document, and analyze business requirements, processes, and workflows. The Business Analyst will also be involved in identifying areas for process improvement and recommending solutions to enhance operational efficiency and effectiveness of assigned area.

    Essential Duties and Responsibilities
    • Evaluates current business processes and identifies potential areas for improvement.
    • Performs data queries/extracts & ad hoc reporting (report writer and/or reporting tools).
    • Researches and explores ERP application module functionality.
    • Prepares reports from ERP and other software applications necessary for the division.
    • The role will provide key analysis during the month and reporting cycle as well as comparisons and variance analysis as needed
    • Learns functionality of ERP application module(s) and other software applications assigned.
    • Develops fluency in other ERP module(s) and applications supported by the department.
    • Knowledge and application of analytical tools and methods, mining techniques; ability to construct and analyze data sets to answer business questions
    • Analysis and testing of software patches, reports, forms, interfaces.
    • Serves as liaison between the business stakeholders and technical solution
    • Gathers, analyzes, and documents business requirements from end-users on their application needs.
    • Develops training materials and Procedures Manual and/or Maintain setup documents for Software/Module area(s) of responsibility and conduct training sessions.
    • Proactively and consistently identify and implement opportunities to optimize performance within the college through the use of a variety of tools and resources
    • Support ad-hoc projects, analysis and other duties as assigned
    • Facilitates application vendor support.
    • Collaborates with staff on projects, tasks, scheduling, patches/upgrades, etc.
    • Interacts with the supported offices on a regular basis to ensure that business requirements are met.
    • Develops and executes testing plans for assigned projects to ensure project quality and delivery of the project’s requirements.
    • Maintains appropriate procedures that meet college and governmental policies and procedures.
    • May prepare or participate in the preparation of abstracts, research reports, funding proposals, operations and procedure manuals, and other written material and documentation as required.
    • Attends the workplace regularly, reports to work punctually and follows a work schedule to keep up with the demands of the worksite.
    • Working hours may include evenings, holidays or weekends depending on special projects.
    • Completes duties and responsibilities in compliance with college standards, policies and guidelines.
    • Completes all required training and professional development sessions sponsored by Texas Southmost College.
    • Uses interpersonal skills and makes sound judgments to decide how duties and responsibilities are completed between coworkers, the supervisory chain, faculty, staff, students, and customers.
    • Completes all required training and professional development sessions sponsored by Texas Southmost College (TSC).
    • Supports the values and institutional goals as defined in the College’s Strategic Plan.
    • Promotes positive morale and teamwork within the department and provides exceptional customer service to students, faculty and community.
    • Participates in the process for systematic review and evaluation per the institutional effectiveness model adopted by the College.
    • Serves on committees as appropriate and as appointed by supervisor.

    Required Knowledge and Skills
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
    • A strong commitment to the mission of the community college.
    • Outstanding capacities for communication, organization, accuracy, follow-through, timeliness, consistency, and detail are essential.
    • Skills in working effectively in a team environment with a customer service focus.
    • Problem solving skills and the ability to lead, instruct, handle a large variety of details and to work with all levels of organization.
    • Excellent written and verbal communication skills.
    • Strong project management skills with stellar attention to detail and high degree of accuracy.
    • Must be able to prioritize projects, work independently, and handle confidential matters with appropriate discretion.
    • Excellent decision-making skills; willingness to search out answers and be intuitive; ability to recognize when others need to be involved in activities or decisions.
    • Excellent analytical skills and presentation skills.
    • Proficient in the use of Microsoft 365 applications and use of the Internet to access data, maintain records, generate reports, and communicate with others.

    Required Education and Experience
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the education and experience required.
    • Bachelor’s degree from an accredited college or university in Business Administration, Information Technology or another related field.
    • Minimum of three (3) years of experience in research, analysis and/or business processes improvement
    • Experience with Ellucian Colleague or similar ERP.
    • Experience with Microsoft 365 applications and Smart Sheet (or another related project management tool)
    • Familiarity with different system integration and development environments
    • Ability to collaborate effectively with cross-functional teams.

    Preferred Education and Experience
    • Ability to read, understand, interpret and apply instructions in application system manuals.
    • Documentation Skills (Swim Diagram, Gap Analysis, Process Flow, etc.).

    Certificates and Licensures
    None Required

    Physical Demands
    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand. The employee is occasionally required to walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; talk or hear; and taste or smell. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

    Work Environment
    The work environment characteristics described here are representative of those an employee
    encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee occasionally works near moving mechanical parts and is occasionally exposed to risk of electrical shock. The noise level in the work environment is usually moderate.
    _________________
    Disclaimer:
    The duties listed are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.
    Are you able to perform these essential job functions with or without reasonable accommodation?
    ð Yes
    ð With Accommodations

    Posting Detail Information

    Posting Number
    2024013TSC

    Open Date
    02/07/2024

    Close Date

    Open Until Filled
    Yes

    Special Instructions Summary
    Transcripts (unofficial) are required to be attached to applications for all positions with an educational requirement (Faculty/Staff/Administrative).

    Your application is not considered complete until all required documents have been attached.

    Attachments must be in PDF or Microsoft Word format and must be no larger than 2 MB.

    You will not be able to attach documents after your application has been submitted.

    Please Note: Official transcripts are only required if recommended for hire. Please Note: Official transcripts are only required if recommended for hire.

    Official transcripts shall be sent directly from the issuing institution to the College District’s Office of Human Resources and must include documentation of all credit earned, including the education requirements that specifically qualifies the applicant for the position. The address to send all transcripts is:

    Texas Southmost College
    Office of Human Resources
    80 Fort Brown, Tandy 105
    Brownsville, Texas 78520

    For eTranscripts please use email address: irene.buitureida@tsc.edu

    The College District recognizes equivalent credits and degrees earned from foreign universities. The equivalency shall be determined by translation and evaluation from a member of the National Association of Credential Evaluation Services (NACES). For more information please visit: www.naces.org.

  • 17 Days Ago
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Personal Banker New Brownsville
  • Wells Fargo
  • BROWNSVILLE, TX FULL_TIME
  • Why Wells Fargo:Are you ready for the next step in your career? This is where it begins – at a company known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance...
  • 2 Days Ago
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Personal Banker New Brownsville
  • B10 Wells Fargo Bank, N. A.
  • Brownsville, TX FULL_TIME
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins – at a company known for our “Well Life” approach to supporting employees’ career aspirations, work-life balanc...
  • 3 Days Ago
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New Graduate Nurse
  • Fresenius Medical Care
  • Brownsville, TX FULL_TIME
  • PURPOSE AND SCOPE:This position is for graduates of an accredited school of Nursing working in a state that does not allow graduates to perform nursing duties until licensed. The specific job title us...
  • 1 Month Ago
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Maintenance Technician
  • New Aspen Management Llc
  • Brownsville, TX FULL_TIME
  • The purpose of this job description is to communicate responsibilities and duties associated with the position of MAINTENANCE TECHNICIAN. While the following information should be considered a compreh...
  • 21 Days Ago
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Server - Russo's SPI
  • Russo's New York Pizzeria
  • Brownsville, TX FULL_TIME
  • Russo's at South Padre Island is now hiring waitstaff summer!Experience not necessary. As a member of the waitstaff you will need to learn our menu and be able to provide recommendations to our guests...
  • 1 Day Ago
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0 Annuities Representative (New Business) jobs found in Brownsville, TX area

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CUSTOMER SERVICE REPRESENTATIVE
  • ESCOBEDO PHARMACY & DME
  • Brownsville, TX
  • Job Description Job Description Durable medical equipment (DME) is equipment that helps you complete your daily activiti...
  • 4/24/2024 12:00:00 AM
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Customer Service Representative
  • Walmart
  • San Benito, TX
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/24/2024 12:00:00 AM
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Customer Service Representative
  • Alamo Door Systems of Texas
  • Harlingen, TX
  • Job Description Job Description Front Desk Alamo Door Systems is seeking a customer service representative with great pe...
  • 4/24/2024 12:00:00 AM
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Customer Service Representative
  • Walmart
  • Harlingen, TX
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/24/2024 12:00:00 AM
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Associate Financial Representative - Lower RGV
  • Modern Woodmen of America
  • Brownsville, TX
  • At Modern Woodmen of America, we have passion and purpose. We believe in what we do. And we’re rewarded with excellent b...
  • 4/24/2024 12:00:00 AM
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Outside Sales Representative
  • National Federation of Independent Business
  • Harlingen, TX
  • ** Outside Sales Representative** **Job Category****:** Outside Sales **Requisition Number****:** OUTSI14158 Showing 1 l...
  • 4/23/2024 12:00:00 AM
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Sales Representative
  • AppStar Financial
  • Harlingen, TX
  • Job Description Job Description Do you love helping small businesses and entrepreneurs in your community grow and thrive...
  • 4/22/2024 12:00:00 AM
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Financial Representative
  • The Western and Southern Life Insurance Company
  • Harlingen, TX
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 4/21/2024 12:00:00 AM
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About Brownsville, Texas

Brownsville is one of the southernmost cities in the contiguous United States; only a handful of municipalities in Florida's Miami-Dade and Monroe counties (plus Everglades City in Collier County) are located farther south than Brownsville. The city has a total area of 84.867 square miles (219.805 km2), of which 81.528 square miles (211.157 km2) of it is land and 3.339 square miles (8.648 km2) is water, according to the United States Census Bureau of 2017. The city is situated at the intersection of different climates (subtropical, Chihuahuan Desert, Gulf Coast plain, and Great Plains); this p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$38,506 to $47,648
Brownsville, Texas area prices
were up 1.2% from a year ago
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