Annuities Representative (New Business) jobs in Elkhart, IN

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)

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Account Service Representative in Training
  • Wildman Business Group, LLC
  • Warsaw, IN FULL_TIME
  • This position is a four-day Monday through Thursday average work week. 

    Essential Functions:

    • Execute delivery of new/clean products and pick up of used products on a daily basis in company truck
    • Track customer inventory for correct delivery and billing using company provided handheld computer; assist in issues concerning route customers
    • Complete end of the day administrative tasks including unloading the truck and preparing for next day's route
    • Actively drive customer retention and increase route revenue by expanding customer relationships

    Experience/Knowledge:

    • High school diploma or General Education Degree (GED) required
    • 2-3 years driving/delivery, customer service, or sales experience preferred

    Necessary Skills and Abilities:

    • This is a physical job. All ASRs must be able to lift 50 lbs. unassisted, and be able to stand, bend, stoop, squat, kneel, twist, lift, push and walk
    • Must be able to drive a truck/step van with ease and be able to sit for extended periods of time while driving the delivery truck
    • Ability to remain organized, multi-task and balance incoming customer requests/issues in a fast-paced environment
    • Must be able to use a computer, phone, calculator, printer, and copier

    Work Requirements: 

    • Requires a For-Hire Endorsement.
    • Must pass a DOT physical and a drug/alcohol screening prior to employment. 
    • Exposure to outside air temperatures during all seasons, including extreme heat/humidity during summer months and extreme cold during winter season. 
    • Travel to outlying Wildman facilities as needed. 

     

  • 5 Days Ago

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FAS Account Service Representative in Training
  • Wildman Business Group
  • Warsaw, IN FULL_TIME
  • Duties and responsibilities include: Delivers products to customers. Loads truck with product for next delivery day. Verifies daily invoicing with a handheld computer. Tracks customer inventory of pro...
  • Just Posted

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Part Time or Full Time Business Development Representative
  • SERVPRO of Kosciusko and Noble Counties
  • Warsaw, IN FULL_TIME|PART_TIME
  • Do you love working with people and educating them?Then don’t miss your chance to join our Franchise as a new Business Development Representative. In this position, you will be making a difference eac...
  • 1 Day Ago

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CMM Programmer
  • Central Business Solutions, Inc
  • Warsaw, IN FULL_TIME
  • Position Role/Tile: CMM Programmer Location: Warsaw, IN ( Remote ) Job Description :​ Read technical drawings and set up the machines in accordance with these blueprints. Use computer software to mode...
  • 19 Days Ago

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YouTheFan General Warehouse
  • Wildman Business Group, LLC
  • Warsaw, IN FULL_TIME
  • Key Competencies & Skills: Strong work ethic Strong attention to detail Ability to effectively and efficiently complete assigned tasks Great attitude Team player Ability to communicate effectively. Ed...
  • 19 Days Ago

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Marketing Summer Intern
  • Wildman Business Group, LLC
  • Warsaw, IN INTERN
  • KEY OUTCOMES (KPI’S) 1) OUTCOME: Research and develop key account campaign · Research and create recommendations for a successful B2B campaign to nurture both existing customers and prospects, includi...
  • 19 Days Ago

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0 Annuities Representative (New Business) jobs found in Elkhart, IN area

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Financial Representative
  • The Western and Southern Life Insurance Company
  • Mishawaka, IN
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 4/26/2024 12:00:00 AM

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TeleSales Representative - Remote
  • InsuraTec Services Group
  • Elkhart, IN
  • TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales a...
  • 4/26/2024 12:00:00 AM

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Customer Service Representative
  • Carpenter Co
  • Elkhart, IN
  • **Customer Service Representative** **Job Description** **Customer Service Representative** Carpenter Co. has a great op...
  • 4/26/2024 12:00:00 AM

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Customer Service Representative
  • J.B. Poindexter & Co.
  • Elkhart, IN
  • Customer Service Representative location Elkhart, IN, USA Shift Hourly category Truck Accessories Group JOB DESCRIPTION ...
  • 4/26/2024 12:00:00 AM

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Customer Service Representative
  • Progressive Corp.
  • Elkhart, IN
  • Customer Service Representative **Job Number** : 188550 If you enjoy helping others and flourish in a fast-paced environ...
  • 4/26/2024 12:00:00 AM

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Sales Representative
  • Astro Shapes LLC
  • Elkhart, IN
  • Job Description Job Description Sales Representative Location: Individual must live within 2 hours of Chicago, IL, India...
  • 4/24/2024 12:00:00 AM

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myHR Representative
  • Stryker
  • Portage, MI
  • Work Flexibility: Hybrid Monday through Friday: 10:30am - 7:00pm EST Who we want- Collaborative partners. People who bui...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • Heartlandrvs
  • Elkhart, IN
  • >> Customer Service Representative Customer Service Representative Summary Title:Customer Service RepresentativeID:10061...
  • 4/22/2024 12:00:00 AM

Elkhart /ˈɛlkɑːrt/ is a city in Elkhart County, Indiana, United States. The city is located 15 miles (24 km) east of South Bend, Indiana, 110 miles (180 km) east of Chicago, Illinois, and 150 miles (240 km) north of Indianapolis, Indiana. Elkhart has the larger population of the two principal cities of the Elkhart-Goshen Metropolitan Statistical Area, which in turn is part of the South Bend-Elkhart-Mishawaka Combined Statistical Area, in a region commonly known as Michiana. The population was 50,949 at the 2010 census. Despite the shared name, it is not the county seat of Elkhart County; that ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$42,795 to $52,954
Elkhart, Indiana area prices
were up 1.3% from a year ago