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)
Requisition ID | req27579 |
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Working Title | Business Development Student Intern |
Pay | $15.00 Hourly |
Campus | Taos |
Department | Taos Branch |
Employment Type | Student Employment |
Student Type | Work-Study |
Status | Non-Exempt |
Background Check Required | No |
For Best Consideration Date | 11/20/2023 |
Position Summary | Job Description As a Business Development Student Intern at the SBDC at UNM-Taos, you will have the unique opportunity to contribute to the growth of local businesses and entrepreneurs while gaining valuable hands-on experience in the field of business development. You will work closely with professional business advisors and assist in providing essential services to our clients. Your role will involve a variety of tasks aimed at supporting the small business community and enhancing your skills in business consulting, research, and project management. |
Minimum Qualifications | Equivalencies not found for this position |
Preferred Qualifications | Key Responsibilities:
Minimum Qualifications:
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Application Instructions |
Only applications submitted through the official UNMJobs site will be accepted. If you are viewing this job advertisement on a 3rd party site, please visit UNMJobs to submit an application. Please attach a Resume and Cover Letter |
The University of New Mexico is committed to hiring and retaining a diverse workforce. We are an Equal Opportunity Employer, making decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, veteran status, disability, or any other protected class. |
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0 Annuities Representative (New Business) jobs found in Farmington, NM area