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)
HB McClure is a full mechanical, electrical and plumbing contractor in the Central PA area. We offer a broad range of commercial and industrial mechanical services from new construction design and build, renovations, retrofits as well as planned preventive maintenance, on-demand service, and equipment repair and replacement.
HB McClure is proudly employee owned! That means when we serve you, we are taking care of our own families too. It's how you know that we are committed to getting the job done right. We are ALL IN!
We're currently searching for an ambitious and energetic Business Development Manager to help expand the customer base for our Building Automation System and Controls department. This role will be the front of the company and responsible for creating and developing strategies to identify, develop and foster new customer relationships and manage sales activities and business growth.
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0 Annuities Representative (New Business) jobs found in Harrisburg, PA area