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)
Home Care Pulse is a B2B software-as-a-service company serving North America's fastest-growing labor market—post-acute care. Our vision is to partner with the long-term and post-acute care industry to enable the delivery of exceptional experiences.
Our services impact the lives of hundreds of thousands of seniors every year. As the market leader in North America, our solutions are used by more than 4,500 companies, ranging from independently owned healthcare organizations to major international healthcare organizations.
Are you ready to work at HCP?
We believe in living our Core Values. We hire, fire, review, recognize, and reward-based upon these values.
Home Care Pulse is growing quickly, and we are looking to add talented and dedicated people to our team. We are looking for a qualified and competitive Business Development Representative to join our rapidly growing Sales and Marketing team. The BDR is usually the first interaction a prospect has with Home Care Pulse and an essential component of the rapidly growing sales organization. BDR’s focus on bridging the gap between marketing and sales by prospecting into organizations to uncover potential opportunities then introducing the appropriate Account Executive. This is a team-oriented position that offers a clear career path to growth and excellent earning potential within Sales and Marketing.
The ideal candidate is passionate about achievement, draws energy from working with people and takes ownership of the business development process to maximum effectiveness. This person will thrive in a high-paced environment, where they are enabled by a team of marketing and sales leaders who will share in their development, growth and success. The ideal candidate will have the drive and tenacity to achieve or exceed productivity, appointment setting, and revenue targets while effectively assisting potential customers with their inquiries.
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0 Annuities Representative (New Business) jobs found in Idaho Falls, ID area