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)
Colonial Life & Accident Insurance Company is looking for a motivated and energetic individual to join our team as a New Business Representative. This position is responsible for the day-to-day operations of the district and its sales efforts.
Responsibilities:
Skills & Qualifications:
Job Type: Full-time
Pay: $45,000.00 - $80,000.00 per year
Benefits:
Experience level:
Shift:
Supplemental pay types:
Weekly day range:
Work setting:
Experience:
Work Location: In person