Annuities Representative (New Business) jobs in Middlesex, NJ
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)
Recently Added Annuities Representative (New Business) jobs
- New Jersey Turnpike Authority
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Woodbridge, NJ
FULL_TIME
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About NJTA
The New Jersey Turnpike Authority (NJTA) is a state agency responsible for maintaining the New Jersey Turnpike and the Garden State Parkway - two of the busiest toll roads in the United States. The NJTA is dedicated to the safe and efficient movement of people and goods along their toll roads. Everyday, the Authority’s highways provide the safest, quickest, and most convenient routes for hundreds of commuters, truckers, and recreational travelers.
POSITION OBJECTIVE:
Under the general direction of the Assistant Director of Data and Performance Services, the Business Intelligence & Business Analytics Administrator develops, maintains, manages, administers, and supports the Authority’s data warehouse. The position focuses on identifying opportunities to create data marts and data warehouses, which will provide upper management with reliable information in order to make informed decisions on day-to-day business objectives, as well as, long term projects. This position also includes a wide range of responsibilities and duties regarding business intelligence and business analytics tools, and platforms, which are in accordance with the Authority’s goals and requirements.
RESPONSIBILITIES:
- Work with other departments to prioritize business and information needs, as well as, identify opportunities for improvement.
- Collaborate with team members to collect, standardize, and analyze data.
- Acquire data from various data sources; primary, secondary, or tertiary, and maintain databases and data systems.
- Structure large data sets to find usable information.
- Develop and implement databases, data collection systems, data analytics, and other strategies which optimize statistical efficiency and quality.
- Filter, “clean,” and troubleshoot data to correct problems.
- Interpret data and analyze results using statistical techniques and apply business intelligence and business analytics tools to visualize the data.
- Design dashboards and reports from different data sources.
- Establish and maintain best practices, which include defining governance processes, policies, guidelines, roles, and responsibilities.
- Review policies and procedures, as well as, roles and responsibilities to adapt to, evolve into, and remain compliant with business and/or regulatory requirements.
- Serve as the in-house expert on data visualization.
- Enable users to customize reports without requiring programing support.
- Ensure projects hit milestones on time and escalate to proper stakeholders as needed.
- Solid understanding of project management methodology, including the ability to troubleshoot project roadblocks and proactively seeks solutions to meet deadlines.
MINIMUM QUALIFICATIONS:
- Bachelor’s degree in Computer Science, Information Management, or Statistics.
- Five (5) years of experience with Tableau.
- One (1) to three (3) years of experience with data visualization tools.
- Working experience as a data analyst and/or business data analyst a must.
- Practical work experience in developing and maintaining dashboards and visualizations in Tableau.
- Ability to write queries, reports, and configure dashboards in Tableau.
- Technical expertise regarding data models, database design development, data mining, and segmentation techniques.
- Strong knowledge and experience with reporting packages (Business Objects), databases (SQL and Oracle), and programming languages (XML, JavaScript, and ETL frameworks).
- Knowledge using statistical packages for analyzing datasets such as Excel, SPSS, and SAS.
- Strong analytical skills and ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
- Strong interpersonal, communication, and group collaboration skills.
- Ability to work with diverse teams.
- Ability to perform under pressure and manage multiple priorities, independently and as part of a team.
- Valid New Jersey driving license.
- 1 Month Ago
- Business Management Firm
-
Linden, NJ
FULL_TIME
- We were founded on the principles of passion, high performance, innovation, and development. Working with a multitude of different clients across the region, we have found that taking a personalized a...
- 13 Days Ago
- Kinn Consulting
-
Edison, NJ
FULL_TIME
- Kinn Consulting is looking for an experienced, result driven Business Development Manager, who will be responsible for growing revenue through targeting and developing new business accounts with a foc...
- 7 Days Ago
- Sago
-
Woodbridge, NJ
FULL_TIME
- We're a team of innovators, strategists, and problem-solvers dedicated to helping our clients connect human answers to business questions. With a culture that values collaboration, creativity, and per...
- 10 Days Ago
- New York Life
-
Edison, NJ
FULL_TIME
- Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If yes, consider becoming a Financial Professional to drive positive impac...
- 16 Days Ago
- Johnstone Supply - New Jersey
-
South Plainfield, NJ
FULL_TIME
- Inside Sales Representative Johnstone Supply- New Jersey is a family owned HVAC/R wholesale-distributor established in 1987. Currently there are eight branch locations in Northern/Central New Jersey a...
- 1 Month Ago
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- Middlesex, NJ
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0 Annuities Representative (New Business) jobs found in Middlesex, NJ area
- Konscious Foods
-
New York, NY
- About the Position: We seek an enthusiastic and dynamic individual to join our team as a Field Marketing Representative ...
- 4/25/2024 12:00:00 AM
- Alro Steel Corp
-
Morrisville, PA
- Overview Alro Steel is currently seeking an Inside Sales Representative to join our team in Morrisville,. Join the Alro ...
- 4/25/2024 12:00:00 AM
- Liberty Management
-
New York, NY
- In response to our clients' continued growth and the ever-expanding need for access to telecommunication and internet de...
- 4/24/2024 12:00:00 AM
- High Net Worth Family
-
New York, NY
- Job Description Job Description Responsibilities: Coordinate and manage construction projects from start to finish (from...
- 4/24/2024 12:00:00 AM
- ULINE
-
Dayton, NJ
- Dayton, New Jersey Territory Sales Representative Looking to launch your sales career? Then you belong at Uline! As a Te...
- 4/23/2024 12:00:00 AM
- AMS Retail Solutions
-
Trenton, NJ
- Job Description Job Description Title: Field Service Representative *** Bonus potential upon completion of project*** On...
- 4/23/2024 12:00:00 AM
- Six Flags Great Adventure
-
Jackson, NJ
- Assist Guests with questions, comments, concerns they may have about their experience while visiting Six Flags. Resolve ...
- 4/23/2024 12:00:00 AM
- Brooklyn Defender Services
-
Brooklyn, NY
- BDS is a multi-disciplinary defense office representing low-income New Yorkers in criminal, family, immigration, and civ...
- 4/21/2024 12:00:00 AM
About Middlesex, New Jersey
were up 1.5% from a year ago