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)
Duties:
Skills/Qualifications:
High School Diploma or General Education Development (GED Certificate). Minimum of one year in-house debt collection, medical billing experience preferred. Be able to demonstrate excellent computer skills, multi-line telephone operation, Customer Service, Negotiation skills, Self-Confidence, Product Knowledge, Client Relationships, Knowledge of collection-related activities, Ability to maintain highest level of confidentiality, Excellent interpersonal, written, and oral communication skills, Knowledge, understanding, compliance with all Federal, State, and Local Laws and Regulations.
Job Types: Full-time, Part-time
Pay: From $14.00 per hour
Benefits:
Schedule:
Application Question(s):
Work Location: In person
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0 Annuities Representative (New Business) jobs found in Columbia, SC area