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)
Are you a Sales Professional with a high capacity for success? Do you feel limited in the role you are in today? We have a philosophy of overpaying producers rather than overpaying non producers. High-Capacity Sales Pro’s never leave Coordinated.
We are continually growing our footprint and want people to come onboard who have the drive and competitiveness to help take us to the next level. Whether you are an experienced sales professional or just starting out, we want to talk to you!
Your Role: Be the Catalyst for Change!
Benefits
*Base salary with uncapped commissions - OTE for a first year rep: $50-$75k per year, more experienced reps would likely be much higher.
More about us:
After nearly 40 years, Coordinated Business Systems (CBS) has become a leading Information Management Company and provides local Minnesota and western Wisconsin companies with Total Office Services, including managed print services, managed network services, electronic document management, office supplies, and new emerging technology. CBS is a growing organization with a fun, professional, yet relaxed environment. CBS values growth for its employees. We also have a good mix of tenure and newer employees which cultivates an exciting work environment.
Job Type: Full-time
Pay: $50,000.00 - $80,000.00 per year
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Work Location: In person
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0 Annuities Representative (New Business) jobs found in Saint Cloud, MN area