Annuities Representative (New Business) jobs in Baltimore, MD

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)

T
Annuities Specialist
  • Thompson Financial Group
  • Baltimore, MD FULL_TIME
  • Are you a knowledgeable financial advisor or insurance professional who has expertise in the annuities industry handling an assortment of annuity products? Are you passionate about providing mentorship and collaborating with fellow advisors, seeking an active leadership role in an organization? If so, then submit your application to join our team! You will be aiding other advisors in comprehending the vast range of annuity options through on-site training, one-on-one coaching, and joint work experiences. While supporting others in creating their own book of business, you will still be able to work with your own. Compensation is outcome-dependent and takes into account effort expended plus an additional salary depending on qualifications. Additionally, you will be eligible for a generous benefits package, consisting of health benefits, such as medical, dental, vision, life, and disability insurance, as well as retirement savings plans.

    Compensation:

    $90,000 at plan commission DOE

    Responsibilities:

    • Promote annuity products within our firm internally to advisors
    • Collaborate with other advisors by providing training, annuity solution strategies, and joint work.
    • Nurture and build your own book of business.
    • Working with firm leadership to grow the overall annuity business

    Qualifications:

    • A minimum of 5 years prior experience in financial services
    • US Work Authorization
    • Series 7 and 66 preferred
    • Knowledge of annuity products and solutions
    • Strong interpersonal, oral, and written communication skills
    • Willingness to collaborate and work on-site
    • Prospecting and lead generation background

    About Company


    Thompson Financial Group
    is a financial services firm. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve our clients.

  • 20 Days Ago

A
ACCOUNT REPRESENTATIVE
  • Advance Business Systems
  • Cockeysville, MD FULL_TIME
  • WHO WE ARE Advance is a business solutions provider that helps organizations in Maryland find better, more effective technology and processes to help improve their business and increase efficiencies.F...
  • 9 Days Ago

B
Customer service representative
  • Business Development Firm
  • Towson, MD FULL_TIME
  • Summary / Primary Role : The Quality Customer Service Representative is responsible for performing all tasks involved with Client Services. This position will involve learning and explaining services ...
  • 23 Days Ago

T
Sales Representative - No Experience Req'd - Earn $875-$1,200/Week
  • TruGreen - Sales Representative
  • Columbia, MD FULL_TIME
  • TruGreen is Hiring Territory Sales Representatives! At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new ...
  • 1 Month Ago

T
Sales Representative - No Experience Req'd - Earn $875-$1,200/Week
  • TruGreen - Sales Representative
  • Catonsville, MD FULL_TIME
  • TruGreen is Hiring Territory Sales Representatives! At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new ...
  • 1 Month Ago

T
Sales Representative - No Experience Req'd - Earn $875-$1,200/Week
  • TruGreen - Sales Representative
  • Sykesville, MD FULL_TIME
  • TruGreen is Hiring Territory Sales Representatives! At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new ...
  • 1 Month Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Annuities Representative (New Business) jobs found in Baltimore, MD area

C
Sales Representative
  • CONMED Corporation
  • Baltimore, MD
  • CONMED Orthopedics is seeking an ambitious Sales Representative/ Territory Manager to represent our expansive product po...
  • 3/28/2024 12:00:00 AM

P
Sales Representative*
  • Power Home Remodeling Group
  • Baltimore, MD
  • **Sales Representative** Power Home Remodeling is a company founded on hard work, innovation, purpose, and positivity. W...
  • 3/28/2024 12:00:00 AM

B
Sales Representative
  • Bluegreen Vacations
  • Baltimore, MD
  • Location: Location: Sales Representative in Baltimore, MD by Bluegreen Vacations **Location:** **Experience:** Not Speci...
  • 3/28/2024 12:00:00 AM

P
Sales Representative
  • Pappas Agency
  • Baltimore, MD
  • Join Our Winning Team - Sales Agent Position with the Pappas Agency Are you looking for a rewarding career with high ear...
  • 3/28/2024 12:00:00 AM

C
Real Estate Sales Representative
  • CENTURY 21 Redwood Realty
  • Rockville, MD
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 3/27/2024 12:00:00 AM

A
Sales Representative
  • Amplifon
  • Baltimore, MD
  • We're looking for a driven individual who is passionate about helping others to become our next Hearing Care Professiona...
  • 3/27/2024 12:00:00 AM

E
Service Representative - Institutional
  • EcoLab
  • Washington, DC
  • Ecolab is hiring and we are excited to turn your next opportunity into a career! Are you someone who uses your hands-on ...
  • 3/25/2024 12:00:00 AM

L
Industrial Security Representative
  • Leidos
  • Gaithersburg, MD
  • Description Leidos currently has an opening for an Industrial Security Representative to work in our Gaithersburg, MD of...
  • 1/11/2024 12:00:00 AM

Baltimore (/ˈbɔːltɪmɔːr/) is the largest city in the state of Maryland within the United States. Baltimore was established by the Constitution of Maryland as an independent city in 1729. With a population of 611,648 in 2017, Baltimore is the largest such independent city in the United States. As of 2017[update], the population of the Baltimore metropolitan area was estimated to be just under 2.808 million, making it the 20th largest metropolitan area in the country. Baltimore is located about 40 miles (60 km) northeast of Washington, D.C., making it a principal city in the Washington-Baltimo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$45,828 to $56,712
Baltimore, Maryland area prices
were up 1.5% from a year ago