Annuities Representative (New Business) jobs in Champaign, IL

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)

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General Clerk II - Champaign
  • Avalon Business Engineering Services
  • Champaign, IL FULL_TIME
  • General Clerk II

    Champaign (Champaign Co.)

    JOB PURPOSE SUMMARY: The General Clerk specialist will assist a US federal agency by providing clerical and administrative functions. Process, prepare, monitor, track, and maintain documentation. Compile and file documentation. Ensure document accuracy.

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    • Assist with the finding and collecting of completed compliance determinations and update database
    • Mail completed determinations
    • Review files to find all applicable determinations
    • Separate determination files by geographic location and confirm file information matches correct locations
    • Convert existing compliance determinations file system to a new file system
    • File, scan documents and create map index of the location of the determinations
    • Utilize mapping software to document locations and create an index
    • Scan existing determination into a pdf file, set up a link to the file and the archived determinations folder
    • Name the file using the designated naming convention and upload files to a shared drive
    • Set up hard copy folder to be placed back into the filing system
    • Check for and compile duplicate determinations

    Other:

    • US Citizenship required
    • Submit to an FBI fingerprint check
    • Successful adjudication of a National Agency Check with Inquiries (NACI)
    • Possess and maintain a proper state issued motor vehicle license

    EXPERIENCE & QUALIFICATIONS:

      • Two (2) years of relevant experience with clerical and administrative tasks
      • Knowledge and experience in general office procedures such as preparing documents and filing tasks
      • Knowledge and experience using a variety of computer hardware and software applications
      • Proficient with Microsoft Office applications, word processing, Adobe Acrobat Professional, and use of internet browsers
      • Ability to learn and use agency-specific applications
      • Knowledge and experience operating small office machinery such as calculators, fax machines, scanners, postage meters, and copy machines
      • Familiarity with certified mail and return-receipt mailing procedures
      • Preferred experience with ArcGIS or have the ability to learn the application
      • Capable of working independently
      • Must read, write, speak, and understand the English language fluently
      • Knowledgeable of Equal Opportunity and Civil Rights policies

    EDUCATION REQUIREMENTS:

    • High School Diploma or equivalent, minimum

    Avalon Business Engineering Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

  • 17 Days Ago

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Account Executive
  • Centrica Business Solutions North America
  • Champaign, IL FULL_TIME
  • Do you thrive in an innovative environment? Do you enjoy being able to take the time to find other people’s concerns and offer solutions? Are you looking for an environment where your hard work and mo...
  • 1 Month Ago

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Business Manager
  • Judah Christian School
  • Champaign, IL FULL_TIME
  • Summary: The Business Manager is responsible for the school's financial, human resources, and operational aspects. This includes managing finances, payroll, benefits, human resources, operations, and ...
  • 7 Days Ago

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Business Analyst
  • City of Urbana
  • Urbana, IL FULL_TIME
  • JobID: 469 Position Type: Administration/Management/Executive Date Posted: 3/22/2024 Location: Urbana City Building Date Available: When filled Closing Date: See below Pay Range: Typical starting sala...
  • 25 Days Ago

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LPN New Graduate
  • Carle
  • Champaign, IL FULL_TIME
  • As a member of the interdisciplinary team, the LPN contributes professional nursing knowledge and skills in the provision and management of care to patients through the application of the nursing proc...
  • 1 Month Ago

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LPN New Graduate
  • Carle
  • Cissna Park, IL FULL_TIME
  • As a member of the interdisciplinary team, the LPN contributes professional nursing knowledge and skills in the provision and management of care to patients through the application of the nursing proc...
  • 1 Month Ago

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0 Annuities Representative (New Business) jobs found in Champaign, IL area

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Sales Representative
  • GFI Digital Inc.
  • Champaign, IL
  • Job Description Job Description GFI Digital, Inc. is currently searching for Sales Representative candidates to add to o...
  • 4/18/2024 12:00:00 AM

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Patient Services Representative-Addiction Recovery
  • CARLE
  • Urbana, IL
  • The Patient Services Representative 1 coordinates and participates in a variety of duties associated with daily clinic p...
  • 4/18/2024 12:00:00 AM

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Patient Services Representative - SWC Derm
  • CARLE
  • Urbana, IL
  • The Patient Services Representative 1 coordinates and participates in a variety of duties associated with daily clinic p...
  • 4/17/2024 12:00:00 AM

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Patient Services Representative -ObGyn Clinic
  • CARLE
  • Urbana, IL
  • The Patient Services Representative 1 coordinates and participates in a variety of duties associated with daily clinic p...
  • 4/16/2024 12:00:00 AM

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Patient Services Representative - Sleep Clinic
  • CARLE
  • Urbana, IL
  • The Patient Services Representative 1 coordinates and participates in a variety of duties associated with daily clinic p...
  • 4/16/2024 12:00:00 AM

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Patient Services Representative - Eye
  • CARLE
  • Urbana, IL
  • The Patient Services Representative 1 coordinates and participates in a variety of duties associated with daily clinic p...
  • 4/15/2024 12:00:00 AM

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Patient Services Representative- Rantoul
  • CARLE
  • Rantoul, IL
  • The Patient Services Representative 1 coordinates and participates in a variety of duties associated with daily clinic p...
  • 4/15/2024 12:00:00 AM

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Sales Representative
  • AppStar Financial
  • Champaign, IL
  • Job Description Job Description Do you love helping small businesses and entrepreneurs in your community grow and thrive...
  • 4/15/2024 12:00:00 AM

Champaign (English: /ˌʃæmˈpeɪn/) is a city in Champaign County, Illinois, United States. The city is 135 miles (217 km) south of Chicago, 124 miles (200 km) west of Indianapolis, Indiana, and 178 mi (286 km) northeast of St. Louis, Missouri. The United States Census Bureau estimates the city was home to 87,432 people as of July 1, 2017. Champaign is the tenth-most populous city in Illinois, and the state's fourth-most populous city outside the Chicago metropolitan area. It is included in the Champaign–Urbana metropolitan area. Champaign is notable for sharing the campus of the University of Il...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,242 to $53,507
Champaign, Illinois area prices
were up 1.3% from a year ago