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)
Our growing firm is seeking an organized and friendly account manager to play a strategic role on our team. You’ll be responsible for answering any client questions or concerns about coverage, policy changes, and billing deadlines. Our ideal candidate will be able to provide an excellent customer experience and demonstrate a basic understanding of our insurance products. If you are a strong communicator with strong attention to detail and have an interest in growing your career in the insurance industry, we’ll train you up on the skills you need to succeed in this role. Can’t wait to get started? Apply to join the team today!
No Cold Calling
No Purchasing of leads
No Prospecting
Work from the office or home.
Compensation:$67,000
Responsibilities:
We attract a select group of leaders, enterprises, and high achievers eager to jumpstart their sales careers with a fast-paced, stable, and internationally growing company. We call that select group Business Athletes. Your performance determines how much money you make and how far you take your career. Working with us gives you the opportunity to earn more than the average hourly wage.
Positive, growth-focused culture.
follow us @ssps_organization • Instagram
Clear All
0 Annuities Representative (New Business) jobs found in Youngstown, OH area