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)
Family Owned Business in Redmond, OR is looking for one customer service to join our 7 person strong team. We are located on 907 Sw Highland Ave. Our ideal candidate is self-driven, punctual, and engaged.
Benefits
Responsibilities
Qualifications
We are looking forward to reading your application.
Available shifts and compensation: We have available shifts all days of the week. Compensation is $17.00/hour.
About Family-Owned Business: From our humble beginning in 2014 to becoming Central Oregon's top rated shop last four years running, we are very excited to bring you the best products on the market. The combination of our wide selection of local products and excellent customer service has helped us to meet and exceed our customers needs each and ever day. Learn more about us at https://inhaleexhaleoregon.com.
By applying to this job, you agree to receive periodic text messages from this employer and Homebase about your pending job application. Opt out anytime. Msg & data rates may apply.
Powered by Homebase. Free employee scheduling, time clock and hiring tools.
Clear All
0 Annuities Representative (New Business) jobs found in Springfield, OR area