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)
Are you ready to join a fun-loving, supportive, and exciting team? Well, look no further.
Better Business Bureau (BBB) seeks a dedicated and charismatic Account Management Representative to join our team.
In this role, you will be at the forefront of establishing and nurturing relationships with our accredited businesses (members). Your primary responsibility will be to make sure these businesses feel supported, understood, and valued through your proactive and strategic engagement. We believe in empowering our team to create and maintain strong, lasting relationships with our accredited businesses, lending to their brand loyalty and retention. Our focus is on innovation, excellence, and setting the benchmark in our industry.
Here's a glimpse of the fun stuff you'll get to do as an Account Management Representative at BBB:
If you are looking for an organization with a progressive culture, a position that will challenge you, and a team, you can laugh with; this is the opportunity for you! We pride ourselves on providing a coaching culture for our team members and are invested in their professional development. Most importantly, you will join a team embodying our five values: Trust, Respect, Integrity, Teamwork, and Excellence!
What we are looking for
In case you were wondering
At BBB, we embrace diversity and strive to create an inclusive environment that allows all team members to thrive. We foster a culture in which our differences are celebrated; our differences are what makes us a Better Business! We are proud to be an Equal Employment Opportunity. We will not discriminate based on race, color, gender, gender identity, religion, sexual orientation, national origin, age, marital status, disability status, citizenship status, veteran status, or any other characteristic prohibited by Local, State, or Federal law. Discrimination, retaliation, or harassment based upon any of these factors is inconsistent with our core values and will not be tolerated.
Ready to join the team and show off your skills? Please apply now to join BBB's team, and let's create workplace magic together!