Annuities Representative (New Business) jobs in Montgomery, AL

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

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Sales Representative
  • Alfa Insurance Sales Representative
  • Prattville, AL FULL_TIME
  • Benefits/Perks
    • Annual incentive reward trip for top performers to beautiful destinations in the southeast
    • Opportunity for annual performance bonus
    • Discounts on your auto insurance (underwriting approval required)
    • Benefits include: Health, dental, supplemental cancer, vision insurance, and 401(k) plan,
    • Paid time off bank to include 3 days PTO after 80 hours worked for new hires
    • Short-term and long-term disability
    • Flexible Healthcare and Childcare spending accounts for tax savings
    • Opportunities for advancement
    • Continuous training and support throughout your career with Alfa
    • College tuition discounts at various colleges in Alabama

    Company Overview
    Since 1946, Alfa has grown to offer an excellent array of insurance coverages including life, property, business and automobile to its clients and has also become known for superior customer service.

    Are you interested in a career path and not just a job? Working as a customer representative for Alfa Insurance® is more than just servicing customers and selling insurance. It’s making a difference in the lives of your policyholders and the community. It’s creating lifelong relationships. It’s about being there when it matters most and protecting those things that are most important. It’s becoming part of a well-respected company that is based on faith, family, community and integrity.

    Job Summary
    Alfa Insurance sales representatives are team players that take exceptional pride in the company they represent, the products they sell and in providing excellent customer service. They assist the company and agents in performing sales and clerical function necessary to write and service our existing customers as well as striving to increase business.

    Responsibilities
    • Responsible for prospecting new business in multi-line insurance, quoting and binding policies, handling customer inquiries, documenting requests and completing changes, accept and process premiums and dues in a membership organization.
    • Service to members includes strong communication skills on multiple platforms, conflict resolutions skills, ability to quickly learn new computer programs and processes. Proficient at adapting to a constantly changing, extremely fast-paced environment.
    • Provide support to the agent and service center staff as needed.
    • Make decisions to determine applicant insurability and placement using competent skills in binding and processing applications.
    • Ensure effective operation of the service center including but not limited to: reports, documentation, and mail distribution.
    Qualifications
    • High school diploma or equivalent required
    • Attain Property and Casualty license within 90 days of hire (we provide training)
    • Proficient in Microsoft Office programs and have an aptitude for learning new programs and procedures
    • Team player with a positive, professional attitude
  • 1 Day Ago
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Sales Representative
  • Alfa Insurance Sales Representative
  • Montgomery, AL FULL_TIME
  • Benefits/Perks Annual incentive reward trip for top performers to beautiful destinations in the southeast Opportunity for annual performance bonus Discounts on your auto insurance (underwriting approv...
  • 19 Days Ago
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Business Analyst
  • New Digital IT Inc.
  • Montgomery, AL FULL_TIME
  • Job DetailsThis position will serve as a Business Analyst for the Alabama Department of Public Health Information Technology Department. It will work closely with the development team and business uni...
  • 8 Days Ago
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Life New Business Analyst
  • Alfa Insurance Corporate Careers
  • Montgomery, AL FULL_TIME
  • Benefits: Onsite Childcare Center Onsite Cafeteria Dental insurance Health insurance Paid time off Savings bank Company Overview Alfa Insurance® is an A-rated insurance carrier that offers an excellen...
  • 7 Days Ago
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Business Analyst Advanced
  • New Digital IT Inc.
  • Montgomery, AL FULL_TIME
  • Job DetailsThe Alabama Medicaid Agency is actively working on the Medicaid Enterprise Systems - Centralized Alabama Recipient Eligibility System (MES-CARES). The goal is to incorporate significant cha...
  • 8 Days Ago
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Automotive Business Development Representative
  • Mckinnon Nissan
  • Prattville, AL FULL_TIME
  • We are your local, family-owned Nissan and Toyota dealership! Proudly serving our area for over 50 years. Since opening our doors in 1964, we have strived to exceptionally serve our community and our ...
  • 2 Days Ago
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0 Annuities Representative (New Business) jobs found in Montgomery, AL area

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Sales Representative
  • HIRING IMMEDIATELY!!!
  • Montgomery, AL
  • Job Description Job Description We give our outside sales reps an average of 12-15 preset sales appointments per week fr...
  • 4/18/2024 12:00:00 AM
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Sales Representative
  • AppStar Financial
  • Montgomery, AL
  • Job Description Job Description Do you love helping small businesses and entrepreneurs in your community grow and thrive...
  • 4/18/2024 12:00:00 AM
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Financial Representative
  • Modern Woodmen of America
  • Montgomery, AL
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/17/2024 12:00:00 AM
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Sales Representative
  • WoodmenLife
  • Montgomery, AL
  • WoodmenLife Representative As a WoodmenLife® Representative, you can make a difference every day – and the opportunity t...
  • 4/16/2024 12:00:00 AM
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Retail Sales Representative PT
  • CROSSMARK
  • Montgomery, AL
  • Job Posting: The Retail Sales Representative plays a vital role in promoting nationally distributed, highly recognized p...
  • 4/16/2024 12:00:00 AM
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Retail Sales Representative PT
  • CROSSMARK
  • Montgomery, AL
  • Job Posting: The Retail Sales Representative plays a vital role in promoting nationally distributed, highly recognized p...
  • 4/16/2024 12:00:00 AM
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Sales Representative
  • Tailor Fits Recruiting
  • Montgomery, AL
  • Job Description Job Description Our team is looking to bring on ambitious individuals who don't want to work for the res...
  • 4/16/2024 12:00:00 AM
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Retail Merchandising Representative – FT
  • CROSSMARK
  • Montgomery, AL
  • Job Posting: The Retail Merchandising Representative plays a vital role in promoting Ferrero products, which include ico...
  • 4/15/2024 12:00:00 AM
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About Montgomery, Alabama

Montgomery is the capital city of the U.S. state of Alabama and the county seat of Montgomery County. Named for Richard Montgomery, it stands beside the Alabama River, on the coastal Plain of the Gulf of Mexico. In the 2010 Census, Montgomery's population was 205,764. It is the second most populous city in Alabama, after Birmingham, and is the 118th most populous in the United States. The Montgomery Metropolitan Statistical Area's population in 2010 was estimated at 374,536; it is the fourth largest in the state and 136th among United States metropolitan areas. The city was incorporated in 18...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$39,668 to $49,085
Montgomery, Alabama area prices
were up 1.3% from a year ago
View detail