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)
Our company is a consulting and sales firm in Sacramento leading the industry in customer acquisition and client management. Our innovative consultative approach drives our high standards for outstanding performance with each client year over year. We are growing our client base in the region and searching for a Customer Service Representative who can help sustain our team-oriented, diverse culture and propel our clients to excellence.
We are searching for someone proactive and passionate about working with other people. Our Customer Service Representatives are fully equipped with all the knowledge they need to succeed when they join the team. We believe in early exposure cross-departmentally in sales, marketing, relationship management, and more. An exponential increase in target metrics being hit comes from this exposure, fueling career growth. Are you exceptional at working with people and looking to take your career to new heights? If so, our Customer Service Representative role is ideal for you!
Our Customer Service Representative Will Be Responsible To:
Requirements Of Our Customer Service Representative:
Job Type: Full-time
Pay: $750.00 - $1,150.00 per week
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Weekly day range:
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Work Location: In person
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0 Annuities Representative (New Business) jobs found in Buffalo, NY area