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)
Why New Perspective Senior Living? A career with a purpose starts here!
This is an exciting time to join New Perspective. We are a growing company serving over 2,000 seniors today with a goal of reaching 10,000 by 2025. Our growth is creating energy, excitement, and the opportunity to make a difference in the lives of others. We have a culture of servant leadership and collaboration that supports each team member’s personal and professional development. At New Perspective you’re not just an employee, you are a valued member of our team.
Position Summary
As the Business Office Coordinator, you will provide exceptional first impressions, act as the hospitality ambassador for the entire community, and offer business office support. This opportunity is a perfect fit for compassionate individuals looking to make a difference in the lives of others. We offer opportunities for training, advancement, education financial assistance, bonuses, and much more. You will act as a hospitality ambassador at all times, and comply with federal and state laws and regulations as well as the Company’s policies and procedures.
Responsibilities
Skills & Qualifications
Team Member Benefits & Perks*
*Benefits vary by full-time, part-time, and PRN status.
New Perspective is an Equal Opportunity Employer.
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0 Annuities Representative (New Business) jobs found in Jamestown, NY area