Annuities Representative (New Business) jobs in Arizona
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)
Recently Added Annuities Representative (New Business) jobs
New Business Representative
- Robert Half
-
Scottsdale, AZ
PER_DIEM
- We have new openings below with a Life Insurance company in Scottsdale! If you are interested, apply today with your updated resume. If selected, you will receive a call back from our team! If you do not hear back from us, you have not been selected to move forward. We will share additional opening as they are in. New Business Assistant $20 | Schedule M – F 7:30AM – 4:30PM | Location: E. Bell Rd & 101 85255 FULLY ONSITE, NOT REMOTE. Verify producer appointment and producer training requirements for each application.Scrub each application and ancillary documents for completeness and accuracy. Verify correct forms used for state and product selected.Accurately input into systems client and product information for new applications.Follow NAIC replacement regulations for notifying ceding carrier of possible replacements. Create replacement notification letters with required enclosures within the defined time frame.Review transfer requests for in good order status, create letter of acceptance to send to ceding carrier with required enclosures for requesting a transfer of funds.Review incoming requirements, correspondence for in good order status.Properly document communications to/from producers and others concerning matters specific to each case.Assist with supporting phone calls with both clients and producers.
- 7 Days Ago
Bilingual Customer Service Representative
- Bold Business
-
Arizona, AZ
FULL_TIME
- Summary:We are seeking a skilled Bilingual English/Spanish Call Center Representative to join our team. The successful candidate will be fluent in both English and Spanish, possess excellent communica...
- 18 Days Ago
Internal Annuities Wholesaler
- Annexus Group
-
Scottsdale, AZ
FULL_TIME
- Job Description: Wholesaling proprietary products for the largest independent product development company in the annuity industry, the Wholesaler will be primarily responsible for annuity sales result...
- 13 Days Ago
Entry level sales representative
- Summit Business Group
-
West, AZ
FULL_TIME
- Summit is on the lookout for an individual to join our team in an Entry Level Direct Sales position. This role is tailored for someone who has at least 5 years of previous full-time work experience in...
- Just Posted
Direct sales representative
- Summit Business Group
-
Tolleson, AZ
FULL_TIME
- Company : Summit Business Group Position : Direct Sales Representative Number Of Openings : 1 Territory Sales 1 Territory Sales About Us : Summit Business Group is a rapidly growing insurance agency c...
- 1 Day Ago
Entry level sales representative
- Summit Business Group
-
Kingman, AZ
FULL_TIME
- Summit is on the lookout for an individual to join our team in an Entry Level Direct Sales position. This role is tailored for someone who has at least 5 years of previous full-time work experience in...
- 6 Days Ago
Annuities Representative (New Business) jobs at Popular Companies
Sales Representive
- Ultimate Staffing
-
Denver, CO
- Open to Hybrid Schedule after training - Onsite, Remote, & Out in Field Job Title: Business Development Representative J...
- 5/10/2024 12:00:00 AM
Customer Support Representive
- tapseries.io
-
- **Customer Support Representive** ** TAP Series () Westlake Village, CA 91362** **** TAP Series is located in Westlake V...
- 5/10/2024 12:00:00 AM
Customer-Facing Client Representive
- 500 Republic Inc
-
Indianapolis, IN
- Job Description Job Description Customer-Facing Client Representative New customers are vital to a company’s success. At...
- 5/10/2024 12:00:00 AM
customer service Representive
- Circle K Stores, Inc.
-
Phoenix, AZ
- Store 2702860: 302 N 52nd St, Phoenix, Arizona 85008 Availability - Shift/ Days Full time Flexible Availability Customer...
- 5/9/2024 12:00:00 AM
Customer Service Representive
- TerraSource Global
-
Saint Louis, MO
- Position Summary Acts as liaison between the Company and the customer and/or sales representative concerning quotes, ord...
- 5/9/2024 12:00:00 AM
Market Representation Analyst
- Toyota Motor Corporation
-
Cincinnati, OH
- The Cincinnati Region Office is looking for a detailed and highly motivated Market Representation Analyst. The primary r...
- 5/9/2024 12:00:00 AM
Tenant Representation Broker
- Pope Corporation
-
Houston, TX
- Commercial Real Estate Broker - Tenant Representation - Business Development (National Accounts) Company: Pope Corporati...
- 5/7/2024 12:00:00 AM
Route Manager/Sales Representive
- CJG Distributing LLC
-
Walton County, FL
- Job Description Job Description We are seeking a Route Manager/Sales Representative to join our team. Position is respon...
- 5/7/2024 12:00:00 AM
About Arizona
Arizona (/ˌærɪˈzoʊnə/ (listen); Navajo: Hoozdo Hahoodzo Navajo pronunciation: [xòːztò xɑ̀xòːtsò]; O'odham: Alĭ ṣonak Uto-Aztecan pronunciation: [ˡaɺi ˡʂonak]) is a state in the southwestern region of the United States. It is also part of the Western and the Mountain states. It is the sixth largest and the 14th most populous of the 50 states. Its capital and largest city is Phoenix. Arizona shares the Four Corners region with Utah, Colorado, and New Mexico; its other neighboring states are Nevada and California to the west and the Mexican states of Sonora and Baja California to the south and so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,607 to $53,961