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)
Location : Any CSI office. Open to location discussion.
JOB SUMMARY
The position of Business Development Representative (BDR), reporting to the Managed Services - VP of Sales, is a cross functional role responsible for new business development and internally supporting product and services sales.
KEY RESPONSIBILITIES
JOB REQUIREMENTS
Education & Certifications :
Education or job knowledge equivalent to a college or university undergraduate education.
Experience :
The minimum amount of relevant work experience required to successfully perform the job is at least two (2) years.
Required Skills :
RELATIONSHIP BUILDING
This position requires regular contact both inside and outside the company at all organizational levels, and involves considerable tact, discretion, persuasion, and negotiation to obtain willing action and consent.
DECISION MAKING
The position requires frequent decision-making and the ability to plan and perform unusual or difficult work with general operation methods / procedures.
SUPERVISION RECEIVED
General Direction. Exercises considerable latitude in determining objectives and approach to assignments. Completed work is reviewed from a long-term perspective for desired results.
WORK ENVIRONMENT
The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel : Minimal travel required (10-20% )
Physical Demands :
The employee must be physically able to perform all essential job duties, with or without reasonable accommodation and shall be physically able to perform the tasks and / or functions listed above to the extent job-related and consistent with business necessity.
Not For Albany County, NY, California, Colorado,Connecticut, Hawaii, Maryland, Nevada, New York City, Washington applicants.
CSI is a leading fintech, regtech and cybersecuritysolutions partner operating at the intersection of innovation and service.
As atrusted technology company, CSI excels at driving businesses forward with aunique blend of cutting-edge solutions, decades of experience and a commitmentto authentic partnerships defined by our customer-first culture.
CSI is dedicated to providing challenging andrewarding careers for our employees across the country and offers a competitivecompensation package, including health, dental and vision insurance, paidvacation, 401k, and much more!
For more information about CSI, visit .
CSI is proud to be an Equal Opportunity Employer andall qualified applicants will receive consideration for employment withoutregard to race, color, religion, gender, gender identity, sexual orientation,national origin, age, disability, veteran status, genetics, or any otherlegally protected basis.
If you live less than one (1) hour drive from a CSIoffice, you will be required to be hybrid in-office.
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Last updated : 2024-04-03
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