Annuities Representative (New Business)
Also referred to as: Annuities Representative (New Business), Annuity Representative (New Business)
Requirements and Responsibilities
Responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. 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. 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. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related experience.
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Similar Jobs:  Annuities Representative (New Business), Annuities Director (New Business), Annuities Supervisor (New Business), New Accounts Representative I, New Accounts Representative II, New Accounts Representative III, Annuities Customer Service Representative, Business Development Director, Business Development Manager, Business Application Delivery Director
Level of Education:  Annuities Representative (New Business) Salaries with an Associate's Degree, Annuities Representative (New Business) Salaries with a Bachelor's Degree, Annuities Representative (New Business) Salaries with a Master's Degree or MBA, Annuities Representative (New Business) Salaries with a JD, MD, PhD or Equivalent
Categories:  Financial Services, Insurance
Industries:  Business Services, Financial Services, Insurance,
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