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)
Service Business Development Center (BDC) Representative
The Business Development Center Representative is responsible for receiving all incoming sales calls, establishing relationships with customers and scheduling appointments for the Sales Associates.
The BDC Representative interacts daily with the BDC Manager, Service Advisors, Service Managers, support staff and customers.
Responsibilities
Requirements
Education and/or Experience
High School Diploma or GED; or one to two years related experience and/or training; or equivalent combination of education and experience.
Benefits
In addition to career-long personal development, our associates enjoy a number of benefits, including:
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0 Annuities Representative (New Business) jobs found in Killeen, TX area