Annuities Representative (New Business) jobs in Jamestown, NY

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)

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Business Office Coordinator
  • New Perspective
  • Titusville, PA FULL_TIME
  • 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

    • Sends monthly payables to RC Accountant  
    • Assists with collections of resident invoices.  
    • Answers incoming calls with a smile and provides routine information to callers; 
    • Maintains compliance with applicable federal, state, and local regulations, to include HIPAA and resident rights, and all New Perspective policies. 
    • Performs general clerical functions including typing, memos, filing, processing facility mail; and operating general office equipment. 
    • Screens and directs all visitors. 
    • Assist in promoting positive Family Communication. 
    • Communicate and interact with residents, families and team members in a kind, respectful and effective way. 
    • Champion hospitality and deliver excellent customer service to residents, families, visitors, and vendors. 
    • Attend and participate in all required training, team meetings, online learning resources, and others as required. 
    • Ensures that an attractive home environment exists at all times with a milieu that fosters engagement, socialization and purposeful living. 

    Skills & Qualifications

    • High School diploma or GED equivalent or equivalent of relative experience. 
    • Strong computer skills and ability to interact with a variety of electronic devices. 
    • Strong administrative and organizational skills. 
    • Experience working with older adults in senior living, long-term care, home health or other health care setting a plus.  
    • Ability to work in a team environment with strong communication and interpersonal skills. 
    • Empathy for the challenges experienced by residents, families and team members and the problem-solving skill sets to support them. 
    • Ability to work a flexible schedule, including weekends and holidays. 
    • Ability to communicate effectively verbally and in writing using the English language. 
    • Ability to prioritize and effectively manage multiple tasks simultaneously. 

    Team Member Benefits & Perks*

    • Medical, Dental, & Vision Insurance
    • 401(k) with Company Match!
    • Paid Time Off and Holidays
    • Company-Paid Basic Life Insurance
    • Voluntary Short-Term Disability
    • Company-Paid Long-Term Disability
    • Health Reimbursement Account/Health Savings Account
    • Flexible Spending Accounts
    • Education assistance - up to $5,000 per calendar year!
    • Leadership Development & Career Advancement
    • Real-time Access to Earned Wages
    • Referral Bonuses
    • Employee Assistance Program

    *Benefits vary by full-time, part-time, and PRN status.

    New Perspective is an Equal Opportunity Employer.

  • Just Posted

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Outside Sales Representative
  • National Federation of Independent Business (NFIB)
  • Little Valley, NY FULL_TIME
  • OverviewDo you have a passion for making a difference for small business in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe ...
  • 22 Days Ago

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Business Office Coordinator
  • New Perspective Senior Living
  • Titusville, PA FULL_TIME
  • 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 reach...
  • Just Posted

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Adjunct Lecturer - Business Law
  • State University of New York at Fredonia
  • Fredonia, NY FULL_TIME
  • Location: Fredonia, NY Category: Part-Time Adjunct Lecturer Posted On: Wed Nov 29 2023 Job Description: The School of Business' Business Administration department is home to numerous faculty and staff...
  • 24 Days Ago

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Business Development Representative
  • Paul Brown Motors Group
  • Olean, NY FULL_TIME
  • Paul Brown Motors group is hiring for a Business Development RepresentativeThis role will be responsible for handling all incoming phone calls and internet leads, as well as confirming sales appointme...
  • 2 Months Ago

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Camp Business Manager - Camp Timbercrest (Randolph, NY)
  • Girl Scouts of Western New York Inc
  • Randolph, NY OTHER
  • Position Title: Camp Business Manager- Overnight Camp Reports To: Camp Director Department: Camp/Property/Outdoor Status: Exempt Location: Summer Resident Camp – Seven Hills/Timbercrest Camp Business ...
  • 1 Month Ago

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0 Annuities Representative (New Business) jobs found in Jamestown, NY area

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Commercial Field Representative
  • Tesla
  • Warren, PA
  • Responsibilities Respond to corrective maintenance cases on commercial solar PV, commercial energy storage systems, vehi...
  • 4/24/2024 12:00:00 AM

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Special Promotion's Coordinator
  • The Post Journal
  • Jamestown, NY
  • SPECIAL PROMOTION'S COORDINATOR Do you love to talk to people on the phone? WE WANT YOU! We are looking for a motivated ...
  • 4/24/2024 12:00:00 AM

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Chief Financial Officer
  • County of Chautauqua Industrial Development Agency (CCIDA)
  • Jamestown, New York, NY
  • As part of a planned succession, the County of Chautauqua Industrial Development Agency (CCIDA), an economic development...
  • 4/23/2024 12:00:00 AM

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Sales Representative
  • Leafguard Of Arkansas Inc
  • Dunkirk, NY
  • **Competitive Salary** LeafGuard provides competitive salary and compensation packages throughout all levels of the orga...
  • 4/22/2024 12:00:00 AM

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Sales Representative, Field Services
  • Allegheny Surface Technology
  • Lewis Run, PA
  • Allegheny Surface Technology is an industry leader in stainless steel and high nickel alloy surface finishing. Based in ...
  • 4/21/2024 12:00:00 AM

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Fulfillment Driver | Lakewood, NY
  • Southern Tier Distilling Co.
  • Lakewood, NY
  • ** Fulfillment Driver | Lakewood, NY** **Job Category****:** Marketing **Requisition Number****:** FULFI001591 Showing 1...
  • 4/21/2024 12:00:00 AM

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Inside Sales Manager
  • Bush Furniture
  • Jamestown, NY
  • **Inside Sales Manager** Bush Industries - Jamestown - Corporate, One Mason Dr, Jamestown, New York, United States of Am...
  • 4/21/2024 12:00:00 AM

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5K Sign On Bonus Sales Representative (Base Plus Uncapped Commission)
  • Liberty Mutual Group
  • Fredonia, NY
  • You are here: / US,Fredonia-NY,5K Sign On Bonus Sales Representative (Base Plus Uncapped... **5K Sign On Bonus Sales Rep...
  • 4/20/2024 12:00:00 AM

Jamestown is a city in southern Chautauqua County, New York, United States. The population was 31,146 at the 2010 census and was estimated at 29,591 in 2017. Situated between Lake Erie to the northwest and the Allegheny National Forest to the south, Jamestown is the largest population center in the county. Nearby Chautauqua Lake is a freshwater resource used by fishermen, boaters and naturalists. Notable people from Jamestown include comedian Lucille Ball, U.S. Supreme Court justice and Nuremberg chief prosecutor Robert H. Jackson, naturalist Roger Tory Peterson, singer Natalie Merchant, and N...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$42,304 to $52,346
Jamestown, New York area prices
were up 1.5% from a year ago