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)
We are searching for a Business Development Representative to join our fun, fast-paced, growing team and take on full responsibility for converting sales leads into customers.
As a Business Development Representative, you’ll be directly responsible for the preservation and expansion of our customer base. You will work closely with the sales team to ensure that our company’s sales goals are met.
The ideal candidate will be experienced in sales with staffing for BPO, office support, IT, data entry, finance, marketing, and/or customer service roles. We expect you to be a reliable professional, able to balance customer orientation and a results-driven approach.
Your overarching goal is to identify opportunities with prospects and new clients and build them into long-term profitable relationships.
If you are a bright, energetic professional who is confident, outgoing, and relentlessly persistent in making things happen — this challenge is for you.
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0 Annuities Representative (New Business) jobs found in Houston, TX area