Annuities Representative (New Business) jobs in Waco, TX

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)

O
Plant HR Representative
  • OmniMax New Logo
  • Waco, TX FULL_TIME
  • Essential Functions:

    • Collects, reviews and analyzes data and prepares plant dashboard reports, charts, and other presentation materials utilizing word processing, spreadsheet, or specialized software
    • Prints daily production reports and shift reports for supervisors
    • Assist with timecard approvals, and maintain attendance tracking
    • Assist with sourcing, interviewing and scheduling candidates for hire
    • Point of contact for new hires; assist with onboarding and conducts onboarding presentations to include safety training for new employees
    • Safety Administration and record keeping 
    • Prepares and distributes reports or other communications on a regular schedule
    • Maintains files, databases, and archives of relevant records
    • Screens calls and responds to or routes routine inquiries from external or internal sources with appropriate correspondence or other messaging

    Skills/Knowledge/Abilities:

    • Computer literacy
    • Adobe, MS and understanding of new systems
    • Multi-tasking – ability to pivot quickly
    • Experience with vendor relationships
    • Good communication skills written and verbal communication
    • Editing and proofreading

     

    Education and Experience:

    0-1 years of administrative responsbility or administrative training program completed

    0-1 years HR administrative experience as well as exposure to safety administration
    High School diploma or equivalent

    Required to Travel:

    No

  • 22 Days Ago

E
Business Development Representative
  • Eagle Ridge Barn Builders
  • Itasca, TX FULL_TIME
  • Do you love talking to people and selling a product you believe in? We’re growing our team and looking for a driven inside sales representative ready to take the next step in their career. You’ll work...
  • 11 Days Ago

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Business Development Representative
  • Advanced Integrated Services
  • West, TX FULL_TIME
  • Summary of Position: Advanced Integrated Services, a leading company in Automation, Electrical Instrumentation, Control Panel manufacturing, and Fire & Safety services, is seeking an ambitious and ene...
  • 7 Days Ago

A
Business Development Representative
  • AxisCare
  • Waco, TX FULL_TIME
  • Job Description—BDR—Sales Role - Business Development RepresentativeDepartment - SalesLocation - Waco, TexasRole Type - Full-Time Role—In OfficeAbout AxisCareAxisCare has become the industry leader in...
  • 1 Month Ago

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Senior Manager - New Business/Policy Issuance
  • Globe Life Inc.
  • Waco, TX FULL_TIME
  • Are you ready for a new career opportunity?When you join American Income Life you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees t...
  • 1 Month Ago

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Outside Business Sales Executive
  • Journey Business Solutions
  • Waco, TX FULL_TIME
  • Outside Sales, Business-to-Business Representative Company Overview: Journey Business Solutions, Inc. founded to support and serve small to medium-sized businesses through a suite of products designed...
  • 3 Days Ago

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0 Annuities Representative (New Business) jobs found in Waco, TX area

M
Financial Representative
  • Modern Woodmen Of America
  • Waco, TX
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/19/2024 12:00:00 AM

G
Counter Sales Representative
  • Graybar
  • Waco, TX
  • More than a job - a career. As a Counter Sales Representative, you serve as a key face-to-face contact for our customers...
  • 4/19/2024 12:00:00 AM

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Sales Representative
  • Rise Local
  • Waco, TX
  • Job Description Job Description About Rise Local: Rise Local is an innovative online marketing and local media company t...
  • 4/18/2024 12:00:00 AM

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Sales Representative - Remote
  • NTO Agency
  • Waco, TX
  • Job Description Job Description Our Sales Representative position is REMOTE / WORK FROM HOME position. Family, Flexibili...
  • 4/18/2024 12:00:00 AM

M
Financial Representative
  • Modern Woodmen of America
  • Waco, TX
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/16/2024 12:00:00 AM

I
Sales Representative - Remote
  • InsuraTec Services Group
  • Waco, TX
  • Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a...
  • 4/16/2024 12:00:00 AM

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Customer Service Representative
  • PLS Financial Services, Inc.
  • Waco, TX
  • Overview: PLS: People. Location. Service PLSwhich stands for People Location Serviceis a leading retail provider of alte...
  • 4/16/2024 12:00:00 AM

H
Lead Sales Representative
  • HomeSmiles Waco
  • Woodway, TX
  • Job Description Job Description Benefits: Bonus based on performance Flexible schedule Training & development Benefits/P...
  • 4/16/2024 12:00:00 AM

Waco (/ˈweɪkoʊ/ WAY-koh) is a city in central Texas and is the county seat of McLennan County, Texas, United States. It is situated along the Brazos River and I-35, halfway between Dallas and Austin. The city had a 2010 population of 124,805, making it the 22nd-most populous city in the state. The 2017 US Census population estimate is 136,436 The Waco Metropolitan Statistical Area consists of McLennan and Falls Counties, which had a 2010 population of 234,906. Falls County was added to the Waco MSA in 2013. The 2017 US Census population estimate for the Waco MSA is 268,696. Waco is located at ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$39,981 to $49,472
Waco, Texas area prices
were up 1.2% from a year ago