Annuity Services Director jobs in Sarasota, FL

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)

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Life & Annuity Agent-Venice, FL
  • Auto Club Services Inc
  • Venice, FL FULL_TIME
  • It’s a great time to join AAA The Auto Club Group! JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Salary Job Description: Why Choose a Career with the AAA - The Auto Club Group (ACG) Established brand that has been around for over 100 years. Our members know and trust us! We have over 160 Branch Life Specialist – be a part of a large, strong sales force Branch offices present a unique dynamic for selling Company provided leads as well as the opportunity to sell to the existing membership base Walk-in traffic also provides the chance for selling opportunities daily Life Specialist receive 100% backing from one of America’s most trusted brands to include paid training In branch referral base from P&C Agents and member representatives Excellent opportunities to build a career path: Pursue corporate leadership roles in the Distribution channel or elsewhere in the organization, such as: Field Sales Leadership Learning & Development Underwriting Claims Pricing & Product Development Marketing A DAY IN THE LIFE of a Life Specialist The Auto Club Group is seeking Life Insurance Specialists who will customarily and regularly be engaged in outside sales activities away from their assigned AAA branch (or away from their remote office if working remotely). You will be challenged to drive new business with competitive products and help retain The Auto Club Groups 14 million members. Making connections with persons physically outside of the office, such as visiting businesses, retail or office locations, real estate agents, mortgage companies, or other partners where a customer referral network and relationships can be created Attending AAA sponsored marketing events to further sales efforts Participation in local activities, such as charity, school, community, or sporting events to leverage as marketing opportunities and to generate potential prospects Physical interaction and representing AAA within the community by wearing AAA apparel, exchanging business cards, garnering attention of prospects and generating interest in those who could do business as an AAA customer of mine today or in the future Prospecting (excludes work from assigned office location, to include home office if applicable) for new Discounts & Rewards partners, Group Membership opportunities, Approved Auto Repair locations, or Join2Give organizations, to name a few to help develop new customers Schedule follow-up appointments conducted in person, outside the branch or home office Solicit and sell Life and Health products under minimal supervision Learn various product features and marketing and sales techniques necessary to perform duties Develop leads and prospects new accounts through various marketing activities (mailings, referrals, networking, website, sales.com, seminars, etc.) Successfully complete commission validation program Develop leads and prospects for the purpose of conducting fact finding interviews to determine needs for coverage Prepare proposals, and conduct closing interviews for Life and Health Insurance sales Complete appropriate applications and forms and follows internal processing procedures to ensure transactions are handled in accordance with company policies and practices Work collaboratively with others in the Branch to reach business goals, maximize leads, sales opportunities and take advantage of cross-sell opportunities Assist Underwriting and Brokerage Departments in satisfying requirements Respond to customer inquiries and problems and ensure sound-sales practices are used Prepare reports documenting prospecting and sales activities and maintains specified production standards and persistency levels for Life and Health insurance What it’s like to work for The Auto Club Group: Serve our members by making their satisfaction our highest priority Do what’s right by sustaining an open, honest and ethical work environment Lead in everything we do by offering best-in-class products, benefits and services ACG values our employees by seeking the best talent, rewarding high performance and holding ourselves accountable HOW WE REWARD OUR EMPLOYEES Average 1st year earnings $45,000-$50,000 Average 2nd year earnings $70,000 A guaranteed base salary of $25,000 plus uncapped commissions ACG offers excellent and comprehensive benefits packages: Medical, dental and vision benefits 401k Match Paid parental leave and adoption assistance Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays Paid volunteer day annually Tuition assistance program, professional certification reimbursement program and other professional development opportunities AAA Membership Discounts, perks, and rewards and much more WE ARE LOOKING FOR CANDIDATES WHO Required Qualifications: Possession of valid State Life Sales licenses Ability to take and pass LUTC or CLU coursework Maintain Life and Health licenses required to sell products Possession of a valid State driver’s license Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products Education High School diploma or equivalent Work experience Minimum of 2 years experience with a proven record of successfully soliciting and selling life insurance products Experience selling intangible products Successful candidates will possess: Strong working knowledge of Life Insurance and Annuity products and services Ability to listen to and analyze customer needs and make recommendations to customers that best fit customers’ needs and to promote a positive Member experience Effectively communicate complex information with prospective clients in a clear manner Ability to prepare proposals, and conduct closing interviews to sell Life and Annuity products. Assessing and reflecting customer insurance requirements consistent with company standards when writing policies Ability to perform mathematical calculations to determine premiums and values of Life insurance policies Ability to build and maintains strong relationships with customers Prospecting and developing new sales opportunities and meeting production requirements Ability to work collaboratively with all team members to attain business goals. Strong communication skills with others in the Branch to keep partners and branch management informed on sales and the disposition of any partner generated leads Understands and can articulate to customers the tax and legal impacts the products have on Members Strong organization, planning, time management and administrative skills Representing Auto Club Life in a professional and positive manner Safely operating a motor vehicle to travel to various locations to attend meetings Proficient writing skills to compose routine correspondence Working independently with minimal supervision Knowledge of MS Office applications: Word, Excel, PowerPoint, and Outlook Ability and willingness to work irregular hours including evenings and weekends Work Environment Frequent (up to 80% of work time) travel required with exposure to road hazards and temperature extremes May visit clients at their residence, place of work, at the branch office or at other business locations. May work outside at an ACG sponsored event - with exposure to various weather conditions Who We Are Become a part of something bigger. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14 million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance. And when you join our team, one of the first things you’ll notice is that same, whole-hearted, enthusiastic advocacy for each other. We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger. To learn more about AAA The Auto Club Group visit www.aaa.com Important Note: ACG’s Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level. The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements. The Auto Club Group, and all its affiliated companies, is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position. IF YOU ARE A CURRENT ACG EMPLOYEE, PLEASE APPLY INTERNALLY THROUGH WORKDAY JOBS HUB. The Auto Club Group (ACG) provides membership, travel, insurance and financial services offerings to approximately 13 million members and customers across 14 states and 2 U.S. territories through the AAA, Meemic and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.
  • 15 Days Ago

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Assistant Director of Clinical Services
  • Elance at Sarasota
  • Sarasota, FL FULL_TIME
  • Retirement Unlimited is a premier Independent Living, and Assisted Living Community, that is seeking an Assistant Director of Clinical Services to join our team! As the Assistant Director of Clinical ...
  • 13 Days Ago

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Assistant Director of Clinical Services
  • Retirement Unlimited, Inc
  • Sarasota, FL FULL_TIME
  • Retirement Unlimited is a premier Independent Living, and Assisted Living Community, that is seeking an Assistant Director of Clinical Services to join our team! As the Assistant Director of Clinical ...
  • 13 Days Ago

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Director of Social Services
  • Aspire at Venice
  • Venice, FL FULL_TIME
  • Aspire Health Group is looking for a qualified Director of Social Services to join our family! We are searching for a Director of Social Services to join our community that is resident and family focu...
  • 15 Days Ago

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Assistant Development Services Director
  • City of North Port
  • North Port, FL FULL_TIME
  • Highly responsible administrative position to assist the Development Services Director in the professional, administrative and management work in the planning, direction and coordination of the City's...
  • 1 Day Ago

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Assistant Director of Clinical Services
  • Aspire Health Group
  • Venice, FL FULL_TIME
  • Looking for a qualified Assistant Director of Clinical Services to join our family! $10,000 sign on bonus! We are searching for an Assistant Director of Clinical Services (ADCS/ADON) to join our commu...
  • 1 Day Ago

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0 Annuity Services Director jobs found in Sarasota, FL area

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Director of Development
  • Nate's Honor Animal Rescue
  • Sarasota, FL
  • Summary The Director of Development reports to the Executive Director and serves as a key leadership team member and an ...
  • 4/19/2024 12:00:00 AM

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FP&A Director
  • IMG Academy LLC
  • Bradenton, FL
  • FP&A Director: Bach. or forgn equiv in fin., acct., or relatd; + 2 yrs exp. Use exp w/ SAP BPC, GAAP, MicroStrategy repo...
  • 4/19/2024 12:00:00 AM

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Director of Operations
  • Spencer Rigby
  • Sarasota, FL
  • This Head of Operations position is a rare opportunity to lead the evolution of a manufacturing site, taking it from a R...
  • 4/18/2024 12:00:00 AM

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Community Director
  • Occupancy Heroes, Inc.
  • Saint Petersburg, FL
  • Job Description Job Description Are you looking for a great position in the Multifamily industry??? We are currently see...
  • 4/18/2024 12:00:00 AM

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Area Director
  • Flynn Group
  • Sarasota, FL
  • Join our Premier Flynn Group - Pizza Hut team as an Area Director, overseeing the Sarasota, FL area. **Ideal candidate m...
  • 4/18/2024 12:00:00 AM

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Hospital Laboratory Director
  • HCA Florida Sarasota Doctors Hospital
  • Sarasota, FL
  • Description This position is incentive eligible. Introduction Do you have the career opportunities as a Hospital Laborat...
  • 4/16/2024 12:00:00 AM

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Director of Operations
  • Fil Staffing
  • Sarasota, FL
  • Director of Operations Fil Staffing is looking for a Director of Operations to join a concierge medicine provider and wo...
  • 4/16/2024 12:00:00 AM

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Director of Operations
  • Fil Staffing
  • Sarasota, FL
  • Director of Operations Fil Staffing is looking for a Director of Operations to join a concierge medicine provider and wo...
  • 4/16/2024 12:00:00 AM

Sarasota (/ˌsærəˈsoʊtə/) is a city in Sarasota County on the southwestern coast of the U.S. state of Florida. The area is renowned for its cultural and environmental amenities, beaches, resorts, and the Sarasota School of Architecture. The city is at the southern end of the Tampa Bay Area, north of Fort Myers and Punta Gorda. Its official limits include Sarasota Bay and several barrier islands between the bay and the Gulf of Mexico. According to the U.S. Census Bureau, in 2013 Sarasota had a population of 53,326. In 1986 it became designated as a certified local government. Sarasota is a prin...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$129,640 to $175,105
Sarasota, Florida area prices
were up 1.5% from a year ago

Annuity Services Director in Helena, MT
The amount of time you pay into the annuity can vary from a one-time payment to several smaller payments over a long time period.
December 22, 2019
Annuity Services Director in Rock Hill, SC
D.  Make recommendations, and provide detailed analysis and reports to management on traditional insurance and annuity sales trends E.
December 15, 2019
Annuity Services Director in Santa Rosa, CA
Dalbar recognizes these elite institutions with the Annuity Service Award.
January 16, 2020