Annuities Representative (New Business) jobs in Council Bluffs, IA

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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Customer Service Representative
  • Keynote Business Solutions
  • Omaha, NE PART_TIME,FULL_TIME
  • Job Overview:
    We are seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be the first point of contact for our customers, providing exceptional service and support. This role requires excellent communication skills, attention to detail, and the ability to handle customer inquiries and resolve issues in a professional and timely manner.

    Duties:
    - Answer incoming customer calls and emails, providing accurate information and resolving inquiries
    - Assist customers with product selection, order placement, and tracking
    - Process returns, exchanges, and refunds according to company policies
    - Maintain customer records by updating account information and documenting interactions
    - Collaborate with other departments to address customer concerns and ensure customer satisfaction
    - Utilize CRM software to track customer interactions and follow up as needed
    - Meet or exceed performance goals for call quality, customer satisfaction, and productivity

    Experience:
    - Previous experience in a customer service role is preferred
    - Excellent verbal and written communication skills in English
    - Ability to communicate effectively with customers from diverse backgrounds
    - Strong problem-solving skills with the ability to analyze situations and provide appropriate solutions
    - Proficient in data entry and navigating computer systems
    - Multilingual abilities are a plus

    We offer competitive compensation and benefits packages for our Customer Service Representatives. Join our team today and make a difference in our customers' experience!

    Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of all responsibilities, duties, skills, or qualifications required.

    Job Types: Full-time, Part-time

    Pay: $18.51 - $22.29 per hour

    Benefits:

    • 401(k)
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Paid time off
    • Vision insurance
    • Work from home

    Experience level:

    • No experience needed

    Shift:

    • Morning shift

    Weekly day range:

    • Monday to Friday

    Work setting:

    • In-person
    • Office

    Ability to Relocate:

    • Omaha, NE: Relocate before starting work (Required)

    Work Location: In person

  • 7 Days Ago

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Imaging Specialist New Business
  • Physicians Mutual
  • Bellevue, NE FULL_TIME
  • $15.54/hr Physicians Mutual is hiring for a full time Imaging Specialist in our Records Department. The selected candidate will receive, analyze, sort and prep customer correspondence for imaging in a...
  • 21 Days Ago

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New Business Case Manager
  • Physicians Mutual
  • Omaha, NE FULL_TIME
  • Physicians Mutual’s Underwriting department is hiring! The new business case manager is responsible for managing new business applications during the pending process. Provides service to various distr...
  • 1 Month Ago

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Outside Sales Representative
  • PGW New Branding
  • Omaha, NE FULL_TIME
  • As a part of our continued growth, we are looking for a dedicated and passionate Sales Guard to join our team at PGW Auto Glass! As an Outside Sales Representative, you will be responsible for promoti...
  • 14 Days Ago

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Business Development Specialist Full Time
  • SERVPRO of New Kent / Williamsburg / Northern Neck
  • Omaha, NE FULL_TIME
  • Growing Restoration Company has a marketing opportunity. Help develop business in northwest Omaha and surrounding communities. Join our premier, local water and fire restoration company with strong br...
  • 1 Month Ago

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Business Development Representative
  • FitzMark
  • Omaha, NE FULL_TIME
  • Who We Are:FitzMark is a third-party logistics provider specializing in all modes of transportation. We deliver best-in-class services for both our customers and carriers by leveraging our proprietary...
  • 16 Days Ago

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0 Annuities Representative (New Business) jobs found in Council Bluffs, IA area

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Sales Representative
  • Erie Home
  • Omaha, NE
  • Job Description Job Description Erie Home | experience the next level. Build a Future with Erie Home Erie Home is contin...
  • 4/25/2024 12:00:00 AM

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Sales Representative
  • Sun Solar
  • Omaha, NE
  • Job Description Job Description Sales Energy Consultant About Sun Solar" Sun Solar is committed to combining energy effi...
  • 4/25/2024 12:00:00 AM

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Sales Representative
  • BAYLOR ENTERPRISES INC
  • Omaha, NE
  • Job Description Job Description OnToCollege (OTC) is looking for a recently retired or soon-to-retire high school admini...
  • 4/24/2024 12:00:00 AM

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Sales Representative
  • American Income Life Insurance
  • Omaha, NE
  • Join Our Winning Team at Globe Life American Income Want to finally earn what you’re worth? We have a job opportunity fo...
  • 4/24/2024 12:00:00 AM

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Sales Representative
  • Rogers Agency
  • Council Bluffs, IA
  • Job Description Job Description Regional Sales Manager The Rogers Agency is seeking a dedicated, driven sales & sales ma...
  • 4/23/2024 12:00:00 AM

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Sales Representative
  • K-Designers
  • Omaha, NE
  • Job Description Job Description BEST COMMISSIIONS, BONUSES, AWARDS, TRIPS, AND MORE IN THE INDUSTRY! OUR TOP SALES REPRE...
  • 4/23/2024 12:00:00 AM

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Telesales Representative
  • Omaha Distributing Co. Inc.
  • Omaha, NE
  • Outbound Telephone Sales of Hand Tools and Painting Tools to Contractors and Hardware Stores. This position is calling H...
  • 4/22/2024 12:00:00 AM

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Outside Sales Representative
  • AmeriPro Roofing
  • Omaha, NE
  • AmeriPro Roofing, one of the largest residential roofing contractors in the nation is immediately Hiring Outside Sales R...
  • 8/7/2023 12:00:00 AM

Council Bluffs is a city in and the county seat of Pottawattamie County, Iowa, United States. The city is the most populous in Southwest Iowa, and forms part of the Omaha (Nebr.) Metropolitan Area. It is located on the east bank of the Missouri River, across from the city of Omaha. Council Bluffs was known, until at least 1853, as Kanesville. It was the historic starting point of the Mormon Trail. Kanesville is also the northernmost anchor town of the other emigrant trails, since there was a steam powered boat to ferry their wagons, and cattle, across the Missouri River. Council Bluffs' popula...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$42,482 to $52,567
Council Bluffs, Iowa area prices
were up 0.8% from a year ago