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)
Job Description
Our client, a Global Medical Device Manufacture has an immediate opening for a Lead Customer Service Representative for a 12 Month Contract .
Our client offers results-driven people a place where they can make a difference - every day! You will also have the opportunity to work with other like-minded, self-directed and detail oriented Top Talents in an extremely collaborative and professional environment.
10 : 30am to 7pm Shift - 1st 3 weeks of training will be 8am - 4 : 30pm
recommends price changes based on company / customer relationship; recognizes new business opportunities.
changes production and shipping schedules; and recognizes add-on business opportunities.
Requirements
Experience with Microsoft Office 5. Proficiency in Excel including pivot tables and various functions
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0 Annuities Representative (New Business) jobs found in Battle Creek, MI area