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)
Boston Window & Door LLC dba Pella Boston Windows & Doors
Architectural Business Development Representative
Greater Boston Area
Are you a driven, independent, self-starter who constantly strives to be number one and has a motivational impact on everyone you meet?
If you love working with Architects and providing technical information regarding residential projects, then we need to talk to you. Pella Boston Windows and Doors, a growing company is now looking for an Architectural Business Development Representative to work closely with residentially focused architects within our footprint. We need a confident, outgoing individual who is self-disciplined and thrives on a challenge. We provide independence and an exciting, fast paced and fun work environment. We look for you to provide a competitive drive, an outgoing nature, and the will to be the best sales representative in the industry.
We offer:
Job Expectations:
Essential Skills and Attitudes Required:
Boston Window & Door is an innovative leader in creating a better view for homes and businesses by providing consultative design services, pre-finishing capabilities, and expert installation of our quality windows and doors for new construction, remodeling and replacement applications. Boston Window & Door is a family-owned and professionally managed privately-held company, known by the industry for providing quality service and delivering on customer satisfaction. This singular focus has helped us become a Top 10 distributor for Pella Corporation nationwide and the recipient of dozens of performance awards.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
CONDITION OF EMPLOYMENT:
Pella Boston Windows and Doors is committed to workforce diversity. Pella is a Tobacco-Free Work Environment. Post-offer background check and drug screen required.
EQUAL EMPLOYMENT OPPORTUNITY:
Pella Boston Windows and Doors provides a working environment free of discrimination and harassment. Pella Boston Windows and Doors treats all persons equally, regardless of race, color, sex, religion, national origin, age or disability, as each is protected under federal law. A number of states in which Pella operates have laws protecting classifications of Team Members not necessarily protected under federal law. Therefore, Pella also treats all persons equally, regardless of political affiliation and belief, pregnancy, national origin, age, creed, marital status, military status, sexual orientation, mental disorder, veteran status, ancestry or handicap as each category is protected under a municipal ordinance or state law.
Our mission is to provide the highest quality and value product, and services to our customers, at a level of profitability that encourages risk-taking and rewards Team Members and shareholders.
Our Company Culture is goal orientated, inclusive, and supportive! We believe in continuous training and career development to provide a challenging, enjoyable and rewarding atmosphere.
At Pella we believe that each team member contributes directly to Pella’s growth and success, and we hope you will take pride in being a member of our team. Apply today to learn about your future as a team member of Pella Windows and Doors!
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