Annuity Services Director jobs in Danbury, CT

Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

A
Life and Annuity Insurance Agent
  • AAA Northeast
  • Danbury, CT OTHER
  • Job Details

    Job Location:    Danbury, CT
    Position Type:    Full Time
    Salary Range:    Undisclosed
    Job Shift:    1st Shift
    Job Category:    Insurance

    Description

    $3000 SIGN ON BONUS!

    Are you interested in joining a team that is continuously innovating to create the best experiences for members? Would you like to work for a company that has been rated a top employer and best place to work across the Northeast year over year? Do you want to be part of a company that is committed to giving back to the community?

    At AAA Northeast, as we continue to grow, our mission remains the same: helping and serving is a way of life. It’s why we’ve earned the trust of millions, and why AAA Northeast has remained a resilient and reliable brand for over a century.

    The Life & Annuity Agent will generate new life & annuity business through multiple lead sources to maintain a consistent sales pipeline to achieve monthly sales targets. Provides five diamond member services and serves the needs of the membership within the corporate guidelines of the organization's Insurance Agency.

    What you will do:

    • Develop referral and networking sources that provide business opportunities in the personal life insurance and retirement planning markets as well as value-added referrals to other AAA team members.
    • Educates and counsels existing and prospective clients regarding the various life insurance and retirement planning options available, thereby facilitating informed client decisions regarding personal, family, and business financial security needs. Establishes ongoing consultative relationships with clients to ensure their life insurance and retirement planning needs are periodically reviewed and updated to meet changing situations.
    • Performs an assessment of the client’s or prospective client’s assets and liabilities, where appropriate; offers a risk analysis regarding their personal or business insurance exposure and provides recommendations and guidance on options that will protect their financial well-being and respond to their risk management needs.
    • Prepares applications, orders physical exams and communicates with both prospective insured and vendors; follows up on the status of policies written to ensure they are issued and placed. Completes the fulfillment process by delivering and reviewing policies with clients, establishing a payment plan, and completing required forms.
    • Maintains partnerships with Life insurance company representatives and underwriters and works as a liaison between the client and the insurer in the event of a claim.
    • Maintains accurate paper/electronic records and facilitates reporting via the agency management system, including keeping accurate and complete customer files in the CRM system (MS Dynamics) and agency management system (Applied Epic).
    • Supports AAA corporate success by recommending AAA membership, travel, and other financial service products to existing and prospective clients.
    • Establishes and continuously maintains an understanding of the concepts and products available to meet client needs and capitalize on available opportunities.

     

    SALARY:

    Starting annual base salary of $37,440 ($18.00 per hour) and includes a generous commission structure based on sales performance.

    Qualifications


    Education
    High School or GED Required and Bachelor's Degree Business Administration or related field Preferred

    Experience

    3 to 5 years insurance sales experience, with 1-2 years in Life Required

    Licenses and Certifications

    Current Life & Health Insurance License Required and Industry designations (CLU, FLMI, etc.) Preferred Failure to be appointed as an Agent for AAA Life will result in job offer being rescinded/employment being terminated. Required and Must complete all required AAA Life onboarding documents and training. Required

    AAA Northeast is proud of our diverse culture, fostered by the many talents, skills, passions, and expertise of our employees. We are an equal opportunity employer. We do not discriminate in recruiting, hiring, or promotion based on race, color, creed or religion, national origin, sex, age, sexual orientation, veteran’s status, gender identity or expression, disability, genetic information, marital status, pregnancy, or membership in any other protected class. We thrive when our team members bring their whole selves to work.

  • 12 Days Ago

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Director of Nursing
  • DRIFT Services
  • Danbury, CT FULL_TIME
  • A beautiful, privately owned skilled nursing facility located in Danbury, CT is looking for a strong Director of Nursing. Requirements of the Director of Nursing: Must have Connecticut RN license Must...
  • 7 Days Ago

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Resident Services Director, RN
  • Maplewood at Newtown LLC
  • Newtown, CT FULL_TIME
  • Resident Services Director, RN (SALSA) Want to know what makes our employees eager about going to work every day? The people we serve. Being a part of Maplewood requires passion and a desire to help o...
  • 19 Days Ago

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Director of Educational Services
  • Easterseals New York
  • Carmel, NY FULL_TIME
  • Are you passionate about making a difference in the lives of individuals with disabilities? Are you looking for an exciting opportunity to lead and shape educational programs? If so, Easterseals New Y...
  • 22 Days Ago

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Director of Social Services
  • The Blossoms
  • Danbury, CT FULL_TIME
  • We are seeking an experienced Social Worker to join our team. Job Description includes but is not limited to: Leads the inter-disciplinary team in Resident Care Conferences to ensure the social, psych...
  • 2 Days Ago

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Associate Director of Library Services
  • Trinity-Pawling School
  • Pawling, NY FULL_TIME
  • We call ourselves The Pride:Founded in 1907, Trinity-Pawling School is an all-boys college preparatory school located in Pawling, New York (60 miles north of NYC). We’re proud of each other and the go...
  • 2 Days Ago

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0 Annuity Services Director jobs found in Danbury, CT area

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Pool Director
  • FIELD CLUB OF GREENWICH INC
  • Greenwich, CT
  • Job Type Temporary Description Pool Director Job Summary: Supervises the safety and cleanliness of the club swimming poo...
  • 3/28/2024 12:00:00 AM

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IT Director
  • Grayscale Investments
  • Stamford, CT
  • Grayscale Investments is the world's largest digital currency asset manager. Through its family of investment products, ...
  • 3/26/2024 12:00:00 AM

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Director I
  • ESPN
  • Bristol, CT
  • The Director I is responsible for the planning and line-directing live and taped Studio, Remote and REMI productions, in...
  • 3/26/2024 12:00:00 AM

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Executive Director
  • Sunrise Senior Living
  • Glen Cove, NY
  • The Executive Director is responsible for overall leadership, management, and success of their community. These responsi...
  • 3/25/2024 12:00:00 AM

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Director of Development
  • Dutchess Community College
  • Poughkeepsie, NY
  • Job Description: General Functions Reporting to the Associate Vice President for Institutional Advancement, this positio...
  • 3/25/2024 12:00:00 AM

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OPERATIONS DIRECTOR
  • Compass Group, North America
  • Valhalla, NY
  • Morrison Healthcare Salary: 80,000 - 95,000 / year based on experience Other Forms of Compensation: Flexible Paid Time O...
  • 3/25/2024 12:00:00 AM

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DIRECTOR OF COUNSELING
  • United Hospice
  • New City, NY
  • Job Description Job Description Full-time Position. This is not a remote position and is not an option. JOB TITLE: Direc...
  • 3/24/2024 12:00:00 AM

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Executive Director
  • Sunrise Senior Living
  • Glen Cove, NY
  • Overview "Sunrise is the best place that I've ever worked, simply because of the people. We provide quality care in an e...
  • 2/29/2024 12:00:00 AM

Danbury is a city in Fairfield County, Connecticut, United States, located approximately 50 miles (80 km) northeast of New York City making it part of the New York metropolitan area. Danbury's population at the 2010 census was 80,893. Danbury is the fourth most populous city in Fairfield County, and seventh among Connecticut cities. The city is within the New York combined statistical area and Bridgeport metropolitan area. The city is named for Danbury in Essex, England. It is nicknamed the "Hat City" because for a period in the nineteenth and early twentieth centuries it was the center of the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$151,019 to $203,986
Danbury, Connecticut area prices
were up 1.7% from a year ago

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