Annuities Representative (New Business) jobs in Utica, NY

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)

E
Business Development Representative
  • Embrace Management
  • Vernon, NY FULL_TIME
  • At Embrace Management, we recognize that our GREATEST asset is our Business Development team. That is why we provide team building activities, competitive compensation, and holiday closures to spend time with your family. If that isn’t enough? We also offer various merit-based opportunities for professional development and growth WITHIN the organization. If you are seeking a professional career at a world-class business development and consulting firm (not any old 9-5) and enjoy solving complex challenges, Embrace's Business Development team is for you!

    Our Business Development Representative Will:

    • Plan, initiate, and direct business inquiries to determine trends, develop target markets, and recommend business development strategies

    • Manage challenging or emotional customer situations and respond promptly to service requests and exceed customer satisfaction

    • Establish and maintain long-lasting customer accounts

    • Match client needs to products and services

    • Assist in the acquisition of verbal orders from external customers in a professional and courteous manner compatible with applicable company policies & procedures

    • Gain knowledge of our clients and stay up to date with new sales promotions by attending daily meetings with the Management and Sales team

    • Act as the main liaison between our company and clients

    A Business Development Representative With Us Has:

    • A high school diploma or equivalent

    • Prior experience in customer service, sales, retail, food service or related fields

    • Professional and confident demeanor with a very warm and sociable attitude

    • Flexibility and adaptability to change with exceptional time management

    • The ability to multi-task and to respond well under pressure and treat others with respect

    What’s in it for you?

    • NO MORE HOLIDAYS!

    • Full training

    • Growth opportunities within

    • Diverse and fun work atmosphere

    • Trips in and out of the US

    • Company funded parties and events

    #LI-Onsite

  • 18 Days Ago

T
Business Development Representative
  • Templafy
  • Copenhagen, NY FULL_TIME
  • About us: Templafy is the next-gen document generation platform that automates all document creation across organizations. Our platform eliminates manual document work allowing companies to drive gove...
  • 18 Days Ago

C
New Business Sales, English + German Speaking
  • CAF Outdoor Cleaning
  • copenhagen, NY FULL_TIME
  • Company DescriptionCAF is the leading manufacturer of outdoor cleaning products for retail petroleum in North America with 15 years of proved success serving 30,000 retail locations. The success as th...
  • 1 Month Ago

T
Customer Service Representative – Remote in New York state
  • Ttec
  • Newport, NY FULL_TIME
  • Bringing smiles is what we do at TTEC for you and the customer. As a Customer Service Representative working remotely in New York, you'll be a part of creating and delivering amazing customer experien...
  • 20 Days Ago

H
Junior Fellowship, Havas Health - 2024, Growth/New Business
  • Havas Health Inc.
  • Madison, NY FULL_TIME
  • Hybrid Agency :Havas Health & You Job Description Summary : Havas Health & You We are the largest health advertising and communications organization in the world. We are individuals from around the gl...
  • 1 Month Ago

P
Business Services Representative I - Personal Lines Rater
  • Preferred Mutual Insurance Company
  • Berlin, NY FULL_TIME
  • Please note, employment offered to residents of the greater Central New York area. While this position is largely remote, it will some on-site presence as requested. At Preferred, we understand the im...
  • 3 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Annuities Representative (New Business) jobs found in Utica, NY area

P
Medical Sales Representative
  • Progressive Medical Inc
  • Utica, NY
  • Job Description Job Description Total comp at plan first year $90K - $110K. Uncapped commissions which makes your total ...
  • 4/16/2024 12:00:00 AM

H
Real Estate Sales Representative
  • HUNT Real Estate
  • New Hartford, NY
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/15/2024 12:00:00 AM

T
Guest Service Representative (GSR)
  • Team Cuz Cakes Llc
  • New Hartford, NY
  • Job Description Job Description We are looking for a very motivated, high energy people person for our Guest Service Rep...
  • 4/15/2024 12:00:00 AM

W
Customer Service Representative
  • Walmart
  • Rome, NY
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/14/2024 12:00:00 AM

W
Customer Service Representative
  • Walmart
  • Herkimer, NY
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/14/2024 12:00:00 AM

I
Sales Representative - Remote
  • InsuraTec Services Group
  • Utica, NY
  • Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a...
  • 4/12/2024 12:00:00 AM

N
Outside Sales Representative
  • National Federation of Independent Business
  • Utica, NY
  • ** Outside Sales Representative** **Job Category****:** Outside Sales **Requisition Number****:** OUTSI14097 Showing 1 l...
  • 4/12/2024 12:00:00 AM

S
Route Sales Representative - Hourly plus OT
  • Schwan's Home Delivery
  • WESTMORELAND, NY
  • As a Route Sales Representative, you have the opportunity to drive the iconic yellow truck. You sell and deliver frozen ...
  • 4/9/2024 12:00:00 AM

Utica (/ˈjuːtɪkə/ (listen)) is a city in the Mohawk Valley and the county seat of Oneida County, New York, United States. The tenth-most-populous city in New York, its population was 62,235 in the 2010 U.S. census. Located on the Mohawk River at the foot of the Adirondack Mountains, Utica is approximately 95 miles (153 kilometers) northwest of Albany, 55 mi (89 km) east of Syracuse and 240 miles (386 kilometers) northwest of New York City . Utica and the nearby city of Rome anchor the Utica–Rome Metropolitan Statistical Area, which comprises all of Oneida and Herkimer counties. Formerly a rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,867 to $54,281
Utica, New York area prices
were up 1.5% from a year ago