Annuities Representative (New Business) jobs in Sacramento, CA

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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New Business Representative
  • PG&E Corporation
  • Auburn, CA FULL_TIME
  • Requisition ID # 156501 

    Job Category: Project / Program Management 

    Job Level: Individual Contributor

    Business Unit: Gas Engineering

    Work Type: Hybrid

    Job Location: Auburn

     

     

    Department Overview 

     

    Gas Engineering aids in the operations, maintenance, construction, and planning for $21 billion in gas assets that transport, store, compress, regulate, measure, and deliver gas to 4.6 million customers.

     

    Position Summary This job is represented by Engineers and Scientists of California (ESC) and subject to collective bargaining.

     

    This is a Beginning Level Classification. Additional consideration may be given to candidates who reside within 50 miles of the headquarters.

     

    This position is charged with customer contact, project coordination, billing, and contract preparation in connection with less complex installation of new business gas and/or electric facilities. NBRs will not prepare job estimates. This does not preclude job owners from preparing invoices or contracts based on simplified charge methodology.

     

    For training purposes, a New Business Representative may be assigned no more than 50% of their workload in SNBR-level jobs at the same time and must work under the guidance of a Senior New Business Representative or IPE.

     

    This position requires a 24 month lock per the ESC contract.

     

    This position is hybrid, working from your remote office and your assigned work location based on business need. The assigned work location will be within the PG&E Service Territory.

     

     

    PG&E is providing the hourly rate that the company in good faith believes it might pay for this position at the time of the job posting. This position is subject to collectively bargained hourly wage rates and increases. The starting wage rate for this position is $46.82 per hour.  This wage rate is specific to the locality of the job. The wage rate is based on multiple factors, including, but not limited to, specific skills, education, licenses or certifications, experience, market value, geographic location, collective bargaining agreements, and internal equity.  

     

    Job Responsibilities

     

    The duties as outlined in this job description may vary by location. This position includes office work and site visits.

     

    SAFETY

    • Maximize public and employee safety by ensuring that job designs are performed to Company and State standards and meet all compliance requirements.

     

    PROJECT MANAGEMENT

    • Prepare field sketches and layouts for the scoping of construction of additions or improvements to electric or gas systems. Provides accurate field data including pictures or videos as needed to estimators.
    • Manages scope, schedule, and cost for all assigned projects, from initiation to meter set. Scope and schedule are adjusted as appropriate to accommodate change (e.g., new customer needs, competition, and new regulation).
    • Coordinates all other departments or individuals who are involved with the project and works to define the project’s background, objective, design scope, schedule, roles, and responsibilities.
    • Coordinates with others, such as Planning, Estimating, Construction and Metering, etc., in completing the project in a timely manner. Includes understanding of industrial project schedules and working closely with the work and resource group to prioritize work using available tools or technology.
    • Monitors project schedule and prioritizes work in coordination with the work and resource group.
    • Schedules and conducts pre-engineering meetings, provides all pertinent data and addresses potential project risks including schedule setbacks and coordinates actions before setbacks occur.
    • Conducts and documents pre-construction meeting.
    • Looks for ways to minimize costs on projects for both the applicant and PG&E.
    • Ensures that the correct type of financial order, work category, etc., has been applied and actively monitors costs.

     

    COMMUNICATION

    • Communicates project status (e.g., scope, schedule, and cost) to all stakeholders throughout the project, as applicable.
    • Facilitates resolution of project-related disputes. Continuous formal communication (both written and verbal) with all stakeholders is given a high priority throughout all stages of the project.
    • Prepares contracts, as applicable, to ensure compliance with standards and tariffs.
    • Provides applicants, estimating, engineering, clerical and construction partners with complete and accurate information on rate and rule applicability, potential costs and timelines.

     

    MANAGING CUSTOMER EXPECTATIONS

    • Proactively communicates to project stakeholders, both internal and external.
    • Negotiates reasonable estimating and construction dates that address customer’s anticipated schedules. May provide customer with an initial non-binding cost.

     

    TARIFFS

    • Ensures that all charges mandated under the applicable tariffs are identified in the contract and secured before beginning construction.
    • May partner with other PG&E departments and/or rates and tariffs for application of best rates when appropriate.

     

    COMPLIANCE MANAGEMENT

    • Ensures all applicable project documentation is maintained in an orderly job file.
    • Ensures all project dependencies are met prior to allowing a construction start.
    • Ensures all permits are obtained and land rights issues are resolved per procedures.

     

    Qualifications 

    Minimum:

    • Bachelor’s degree from a recognized college or its equivalent in education and experience. Such experience must include three (3) or more years of experience in construction project management or PG&E technical service planning; or 12 months of experience as a Hiring Hall (HH) New Business Representative, HH Senior New Business Representative and/or HH Engineering Estimator
    • Must possess and maintain a valid Class C California Driver's License (or higher) by Day 1 of hire
    • California minimum insurance coverage if using personal car 

    Desired:

    • Additional consideration may be given to candidates that reside within 50 miles of the headquarters
    • Must have strong project management, customer contact and communications skills. Basic computer skills including Microsoft Word, Excel, email.
    • Familiar with tariffs, rates, contracts/tools, Work Management (WM) SAP, project approval process, document routing system and estimating and construction work processes.
    • Ability to work with both internal and external customers/clients
    • Facilitation and conflict resolution skills
    • Ability to manage for results and in the process work as a team to build agreement
    • Strong focus on safety
    • Committed to providing superior and proactive customer service
    • Strong verbal and written communication skills
    • Ability to demonstrate initiative and decisiveness
    • Ability to demonstrate sound judgment and forward thinking
    • Problem solving skills
    • Computer skills (SAP, Microsoft Excel, Word, etc.)
    • Measurement skills and ability to use some physical tools (drive stake in the ground, use Range Finder or Height Stick and Shovel, etc.) in the field

     

    Pre-Employment Testing:

    • Internal PG&E Employees: Qualified on the Physical Test Battery (PTB) and Work Orientation Inventory (WOI) prior to applying
    • External and Hiring Hall Candidates: Qualified on the Physical Test Battery (PTB) and Work Orientation Inventory (WOI) prior to interviewing
  • 9 Days Ago

P
New Business Representative
  • PG&E Corporation
  • Auburn, CA FULL_TIME
  • Requisition ID # 156501 Job Category: Project / Program Management Job Level: Individual ContributorBusiness Unit: Gas EngineeringWork Type: HybridJob Location: Auburn Department Overview Gas Engineer...
  • 9 Days Ago

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New Business Representative
  • PG&E Corporation
  • West Sacramento, CA FULL_TIME
  • Requisition ID # 156499 Job Category: Project / Program Management Job Level: Individual ContributorBusiness Unit: Gas EngineeringWork Type: HybridJob Location: West Sacramento Department Overview Gas...
  • 19 Days Ago

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Business Development Representative
  • CoCard Business
  • Roseville, CA FULL_TIME
  • We’re looking for an outgoing inside sales representative to help us smash our sales goals! You’ll help us generate leads by prospecting potential clients and add qualified leads to the sales funnel. ...
  • 1 Month Ago

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Sales Representative
  • CoCard Business
  • Sacramento, CA FULL_TIME
  • An exceptional opportunity awaits you to join a leading company in the credit card processing industry with CoCard Business. A national merchant service provider with over a decade of industry experie...
  • 10 Days Ago

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SALES - Business Development | Inside Sales Representative
  • Smile Business Products
  • Sacramento, CA FULL_TIME
  • Business Development Representative Smile Business Products is looking for a Business Development| Inside Sales Representative to improve our brand recognition and help boost our financial growth thro...
  • 25 Days Ago

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0 Annuities Representative (New Business) jobs found in Sacramento, CA area

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Financial Representative
  • MassMutual Northern California
  • Sacramento, CA
  • MassMutual Northern California - Locations Pleasanton | Walnut Creek | Sacramento | Roseville | Fremont | San Jose | San...
  • 4/19/2024 12:00:00 AM

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Sales Representative
  • The Garland Company, Inc.
  • Sacramento, CA
  • Position/Title: Garland Sales Apprentice Exempt/Non-Exempt: Exempt Reports to: Territory Sales Manager GENERAL SUMMARY O...
  • 4/19/2024 12:00:00 AM

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Brand Representative
  • AMS Retail Solutions
  • Citrus Heights, CA
  • Job Description Job Description As a Territory Representative, representing Bosch Power Tools, you would be the first po...
  • 4/18/2024 12:00:00 AM

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Financial Representative
  • The Western and Southern Life Insurance Company
  • Sacramento, CA
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 4/16/2024 12:00:00 AM

A
Brand Representative
  • AMS Retail Solutions
  • Rocklin, CA
  • Job Description Job Description Bosch Appliance factory account representative in an assigned territory and establishes ...
  • 4/16/2024 12:00:00 AM

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Financial Representative
  • The Western And Southern Life Insurance Company
  • Sacramento, CA
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 4/16/2024 12:00:00 AM

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Sales Representative
  • K-Designers
  • Sacramento, CA
  • Job Description Job Description BEST COMMISSIIONS, BONUSES, AWARDS, TRIPS, AND MORE IN THE INDUSTRY! OUR TOP SALES REPRE...
  • 4/15/2024 12:00:00 AM

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Sales Representative- On Premise (Sacramento)
  • Breakthru Beverage Group
  • Sacramento, CA
  • Overview: We are experts in the beer, wine and spirits industry looking for individuals who share our passion for custom...
  • 3/28/2024 12:00:00 AM

Sacramento (/ˌsækrəˈmɛntoʊ/ SAK-rə-MEN-toh; Spanish: [sakɾaˈmento]) is the capital city of the U.S. state of California and the seat of Sacramento County. Located at the confluence of the Sacramento River and the American River in Northern California's Sacramento Valley, Sacramento's estimated 2018 population of 501,334 makes it the sixth-largest city in California and the ninth largest capital in the United States. Sacramento is the seat of the California Assembly, the Governor of California, and Supreme Court of California, making it the state's political center and a hub for lobbying and th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$48,289 to $59,753
Sacramento, California area prices
were up 2.5% from a year ago