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)
Toyota of Scranton is growing!!! We are now hiring dynamic, service-oriented individuals. Our employees enjoy a culture of respect and integrity, and we provide a rewarding, respectful and energizing environment. It is an inclusive culture based on trust, integrity, humility, and passion. Our employees are creative, anticipatory, and have a tremendous sense of urgency. We are looking for hard working and dedicated individuals join our Service Team. This position will require great communication skills and a want to learn. If you are ready to join an organization that values its customers and employees, we want to talk to you!
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0 Annuities Representative (New Business) jobs found in Scranton, PA area