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)
Job Description
Job Description
The New York Life Insurance Agent’s role is all about building relationships with and providing the right products and services that can best meet the needs of their clients.
Adding up to a rewarding career with a company that insists on doing right by their customers is simply part of who we are.
New York Life has been helping generations of Americans attaining their financial goals through our nation-wide agent force for more than 175 years.
Our agents’ abilities are advanced through our award-winning training, product offerings, agent support, opportunity for advancement, personal and professional growth, and broad-spectrum marketing.
New York Life innovatively strides the
Qualities that we look for in our Agents :
What is expected of our Agents?
How we will compensate you :
In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.
1 Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.2
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