Supervises a group of Annuities Representatives responsible for handling the needs of new applicants. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Handles complicated or special accounts. May be responsible for developing or improving annuities application processes in order to facilitate the acquisition of new business. Requires a bachelor's/master's degree, 4-6 years of experience in the field or in a related area and a NASD license. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs the work of others. A wide degree of creativity and latitude is expected. Typically reports to a manager or head of a unit/department.
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