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)
Are you passionate about paving your own way? Brite Side Benefits is seeking a driven person to pioneer a new business opportunity!
About Brite Side Benefits: 1. We provide incredible employee benefits for our clients and 2. We provide all the new business tools for our independent agents to soar. With these two goals in mind, we believe in understanding businesses on a deeper level to create insurance packages that resonate with their unique needs, ensuring value and education for both employers and their teams. We bring the tools to you to do so!
Your Role: You'll be at the forefront of building a fresh market opportunity. Think of it as starting a new business from the ground up, but with all the necessary tools to do so quickly. You'll leverage our extensive experience in the benefits world to guide businesses through a seamless process, offering expert advice and tailoring solutions that align with their specific requirements and financial parameters.
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If this sounds like you, please book a time to visit with us today!!
Job Type: Full-time
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Work Location: In person
0 Annuities Representative (New Business) jobs found in Fargo, ND area