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)
New Business Life Representative
Job Description:
A New Business Life Representative plays a critical role in our company's ability to quickly and accurately issue life Insurance policies. This role is responsible for onboarding applications, issuing policies and handling other New Business-related administrative processes within the established guidelines and service levels.
Key Responsibilities:
Knowledge, Skills, and Abilities:
Education:
Four year college degree or high school degree with equivalent work experience.
Americo: We’re in this for life!
The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance, annuity, and Medicare Supplement Insurance company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us!
What you’ll love about working at Americo:
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0 Annuities Representative (New Business) jobs found in Kansas City, MO area