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)
The nation's leading administrator of insurance services is looking for YOU.This is your opportunity to join a company with a culture that promotes respect for people, integrity, learning and initiative.
WE ARE THE KIND OF EMPLOYER YOU DESERVE.
Responsible for coordinating operational initiatives and providing leadership support to the operation teams with achieving performance, customer experience, and quality objectives for the client relationship. Illumifin is looking for a director of operations to lead Annuity New Business and Policy Service processing functions. This is a full-time position.The Annuity Operations area is responsible for all Annuity New Business and In-force policy administration in support of multiple carrier clients. Annuity Operations is a fast- paced, high-volume and critical business function. Successful individuals in this role are dependable, proactive and possess a highly collaborative leadership style.
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0 Annuities Representative (New Business) jobs found in Minneapolis, MN area