Annuities Representative (New Business) jobs in Lancaster, PA

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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Finance Business and Operations Analyst
  • New Life Staffing, LLC.
  • Lancaster, PA FULL_TIME
  • Description

     

    The company's Lancaster has been a leader in the aluminum manufacturing industry and a strong community partner for over 75 years. At our 1.3 million square-foot plant, we produce a variety of products--from painted aluminum sheet to blanked aluminum products. What we produce here is found in a wide assortment of end products, such as truck cabs, cookware, and construction materials. We also produce brazing sheet used by auto manufacturers to make evaporator and condenser components. Over 400 customers use our product for a variety of consumer goods.


    The Finance Business & Operations Analyst's role is to execute critical business analysis and financial plans for the plant and business operations and for the manufacturing and marketing leaders of our business. The analysis must be accurate and timely with adequate options and sensitivity to drive key business and financial decisions.

    The holder of this position prepares monthly journal entries from worksheets, maintains daily records for inventory elements, performs monthly reconciliations related to inventory and cost accounting.


    Responsibilities:

    Key Accountabilities

    • Actively participates in executing and reporting progress against both tactical and strategic direction for the operation including financial and non-financial metrics.

    • Assist in developing monthly forecast and annual operating plan for location.

    • Provides financial analysis and alternative for marketing on setting prices and driving the richest product mix for the location.

    • Maintain financial and cost control systems to provide accurate and timely information.

    • Perform monthly reconciliation between Oracle and the AS400 system and prepare adjusting journal entries to book to the general ledger.

    • Incumbent supports preparation of the company's Self-Assessment Tool.

    • Prepares monthly journal entries from worksheets, maintains daily records for inventory elements, performs monthly reconciliations related to inventory and cost accounting.

    • Perform metal receiving functions along with maintain accurate daily records for all metal receipts to reconcile the activity to inventory reporting and billings and book the necessary journal entries to record the metal receipt activity, which includes the appropriate cost variances (purchase price variances) for this activity.

    • Participates in the budgeting and reporting process.

    • Assists with the accounting and management of fixed assets.


    FINANCIAL IMPACT:

    • Position must exert control over assets, revenues, purchases, capital, and operating budgets of the Lancaster location.

    CRITICAL COMPETENCIES:

    • Forward Thinking-Foreseeing and taking action to deal with future events, problems and opportunities.

    • Collaboration-Sharing information and responsibility for results through building strong, positive business relationships. Ability to act as a Finance Business Partner to Operations departments.

    • Getting Organizational Support-Using the influence process effectively to get things done.

    • Attention to Detail-Making sure that work is done correctly, completely and to the highest standard.

    • Problem Solving - recognizing and anticipating problems and opportunities for improving financial information, decision making data, systems [both manual and automated] and internal control environment.


    Qualifications

    Basic Qualifications:

    Bachelor’s in Finance or Accounting from an accredited institution

    3 years’ experience in finance or accounting.

    Computer skills (software programs including Word, Excel and Access) and practical knowledge of calculators.

    Understanding of computerized reporting systems, query tools, and internal control.

    Employees must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.


    Company Benefits Package includes:

    Strong base salary with variable quarterly bonus program

    Generous Health Benefits beginning day 1! (medical, life, dental and vision plans available)

    401(k) Match Program (up to 6% company match) PLUS a company Retirement contribution (3% of base salary)

    Paid Family Leave

    Competitive annual vacation accrual PLUS 9 annual paid holidays and 2 personal holidays

    In addition to the above benefits, our company offers:

    Personal development to grow your career with us based on your strengths and interests.

    A collaborative teams-oriented environment where employees are empowered to make an impact to the results of the business

    The ability to interact with other employees through one of our 6 Employee Resource Groups that give back to our community and plan events for other employees within the plant

    Employee recognition programs including service awards and additional opportunities for incentive pay


    Security Clearance Required: No

    Visa Candidate Considered: No

  • 23 Days Ago

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Project & Business Support Manager
  • New AHF Colors-Please Use this
  • Mountville, PA FULL_TIME
  • ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Qualified individuals must have the ability (with or without reasonable accommodation) to perform the following duties: This role will be responsible for the m...
  • 30 Days Ago

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New Trucks-Sales Representative
  • Ascendance Truck Centers
  • Lancaster, PA FULL_TIME
  • Ascendance Truck Centers is one of the region's premier Commercial Truck Sales & Leasing Dealerships. Our team enjoys a fantastic culture and opportunities for advancement, which are company-wide focu...
  • 18 Days Ago

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Business Development / Sales Representative
  • Harden Architectural Security Products, LLC
  • Lancaster, PA FULL_TIME
  • Company Overview: Harden Architectural Security Products is a leading provider of cutting-edge architectural security products dedicated to enhancing safety and aesthetics in the built environment. Wi...
  • 1 Day Ago

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Business Development Representative
  • Team Builder Recruiting
  • Atglen, PA FULL_TIME
  • Business Development Representative Atglen, PA Drive the continued growth of our company by identifying and creating new business opportunities Research & identify potential new clients and market opp...
  • 25 Days Ago

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Business Broker - One Source Business Solutions LLC
  • One Source Business Solutions LLC - Smoker & Company LLC
  • Lancaster, PA FULL_TIME
  • One Source Business Solutions LLC, part of the Smoker & Company family of companies, is seeking a Business Broker to join our team. As a Business Broker, you will be responsible for facilitating the p...
  • 30 Days Ago

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0 Annuities Representative (New Business) jobs found in Lancaster, PA area

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Real Estate Sales Representative
  • Berkshire Hathaway HomeServices Homesale Realty Maryland
  • Phoenix, MD
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/23/2024 12:00:00 AM

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Real Estate Sales Representative
  • Berkshire Hathaway HomeServices Homesale Realty
  • Quarryville, PA
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/23/2024 12:00:00 AM

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Field Brand Representative
  • AMS Retail Solutions
  • Lancaster, PA
  • Job Description Job Description *** Bonus potential upon completion of project*** Position continues as territory repres...
  • 4/20/2024 12:00:00 AM

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Area Representative
  • Fellowship of Christian Athletes
  • Elkton, MD
  • Job Description The Representative works with the Director and Advisory Team to fulfill the FCA Vision, pursue the FCA M...
  • 4/20/2024 12:00:00 AM

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Brand Representative
  • AMS Retail Solutions
  • Lancaster, PA
  • Job Description Job Description Bosch Appliance factory account representative in an assigned territory and establishes ...
  • 4/20/2024 12:00:00 AM

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Route Sales Representative
  • Cygnus Home Service, LLC
  • SHARTLESVILLE, PA
  • As a Route Sales Representative, you have the opportunity to drive the iconic yellow truck. You sell and deliver frozen ...
  • 4/18/2024 12:00:00 AM

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Route Sales Representative
  • Yelloh
  • Forest Hill, MD
  • As a Route Sales Representative, you have the opportunity to drive the iconic yellow truck. You sell and deliver frozen ...
  • 4/11/2024 12:00:00 AM

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Route Sales Representative
  • Schwan's Home Delivery
  • CARLISLE, PA
  • As a Route Sales Representative, you have the opportunity to drive the iconic yellow truck. You sell and deliver frozen ...
  • 4/8/2024 12:00:00 AM

Lancaster (/ˈlæŋkəstər/ LANG-kə-stər) is a city located in South Central Pennsylvania which serves as the seat of Pennsylvania's Lancaster County and one of the oldest inland towns in the United States. With a population of 59,322, it ranks eighth in population among Pennsylvania's cities. The Lancaster metropolitan area population is 507,766, making it the 101st largest metropolitan area in the U.S. and second largest in the South Central Pennsylvania area. The city's primary industries include healthcare, tourism, public administration, manufacturing, and both professional and semi-professi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,778 to $54,170
Lancaster, Pennsylvania area prices
were up 1.5% from a year ago