Annuities Representative (New Business) jobs in Flagstaff, AZ

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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Insurance Sales Representative
  • New York Life - Lance Gillman
  • Prescott, AZ FULL_TIME
  • Jump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!Compensation:

    $75,000 - $100,000 at plan

    Responsibilities:
    • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
    • Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
    • Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
    • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
    • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
    Qualifications:
    • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
    • Fundamental computer skills such as experience with Microsoft Office
    • Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
    • Job seekers must already have or be willing to get an insurance license
    • High school diploma necessary; college degree a bonus

    • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
    • Strong analytical, communication, and interpersonal skills are required
    • Customer service experience is a plus

    About Company


    As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client’s interests and priorities. We had over 176 years of industry success. Some of our accolades include:

    • A promise to work with you to build a strong financial future for both you and your clients
    • #73 on Fortune 100 in 2020
    • A leading company with many agents qualifying for MDRT 2 year after year
    • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA ); A.M. Best (A ); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19
    • Full benefits when hired and 3 separate pension


    New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity


    Lance Gillman Senior Partner, New York Life

  • 18 Days Ago

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Insurance sales representative
  • New York Life - Lance Gillman
  • Flagstaff, AZ FULL_TIME
  • Are you a motivated people person looking for the chance to break into a new industry? If the answer is yes, we are looking for you! Jump-start your career by joining our growing team as an entry-leve...
  • Just Posted

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Entry-Level Insurance Sales Representative
  • New York Life - Lance Gillman
  • Prescott, AZ FULL_TIME
  • Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an Entry-Le...
  • 1 Month Ago

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Bi consultant
  • Business & Decision Group
  • Snowflake, AZ FULL_TIME
  • Depuis 30 ans, Business & Decision s'est imposé comme un partenaire stratégique pour la transformation digitale de nombreux clients, dans des secteurs très variés. Plus que par son côté précurseur en ...
  • 18 Days Ago

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Assistant Operations Manager
  • Pinnacle Business Services
  • Williams, AZ PART_TIME,CONTRACTOR
  • Overview:We are seeking a highly motivated and organized individual to join our team as an Assistant Operations Manager. In this role, you will work closely with the Operations Manager to ensure the s...
  • Just Posted

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Independent Contractor - Evaluation of a Garden Store
  • Business Evaluation Services
  • Prescott, AZ CONTRACTOR
  • IMPORTANT: This position is for an independent contractor. Are you ready to play a vital role in assessing and enhancing the customer experience for a client's facility? You can, as an independent con...
  • 1 Month Ago

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0 Annuities Representative (New Business) jobs found in Flagstaff, AZ area

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Customer Service Representative (Remote)
  • Farmers Insurance Group
  • Flagstaff, AZ
  • ** Customer Service Representative (Remote)** 11996 **We are Farmers!** We are more than just your favorite commercials....
  • 4/25/2024 12:00:00 AM

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Customer Service Representative - Cottonwood
  • Enterprise Holdings
  • Cottonwood, AZ
  • Overview: Customer Service Representative will provide a high level of customer service by assisting both internal and e...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • Community Choice Financial Family of Brands
  • Flagstaff, AZ
  • Overview: As a Customer Service Representative, you will play an essential part in ensuring that our loyal and new custo...
  • 4/22/2024 12:00:00 AM

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Customer Service Representative (Bilingual)
  • Community Choice Financial Family of Brands
  • Flagstaff, AZ
  • Overview: As a Customer Service Representative, you will play an essential part in ensuring that our loyal and new custo...
  • 4/22/2024 12:00:00 AM

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Field Sales Representative
  • American Telephone and Telegraph Company
  • Flagstaff, AZ
  • Enhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connecte...
  • 4/22/2024 12:00:00 AM

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Entry Level Sales Representative
  • Purpose Driven Financial
  • Flagstaff, AZ
  • Job Description Job Description Our organization is experiencing incredible success this year (>100% growth!) and lookin...
  • 4/21/2024 12:00:00 AM

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Patient Access Representative - VVMC
  • Northern Arizona Healthcare Corporation
  • Cottonwood, AZ
  • Overview: The Patient Access Representative is responsible for the verification and collection of patient demographic an...
  • 4/21/2024 12:00:00 AM

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Sales Representative B- Off Premise
  • Breakthru Beverage Group
  • Verde Valley Sedona, AZ
  • Overview: We are experts in the beer, wine and spirits industry looking for individuals who share our passion for custom...
  • 4/11/2024 12:00:00 AM

Flagstaff is a city in and the county seat of Coconino County in northern Arizona, in the southwestern United States. In 2015, the city's estimated population was 70,320. Flagstaff's combined metropolitan area has an estimated population of 139,097. The city is named after a ponderosa pine flagpole made by a scouting party from Boston (known as the "Second Boston Party") to celebrate the United States Centennial on July 4, 1876. Flagstaff lies near the southwestern edge of the Colorado Plateau, along the western side of the largest contiguous ponderosa pine forest in the continental United Sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$42,706 to $52,844
Flagstaff, Arizona area prices
were up 2.5% from a year ago