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)
Description
The Business Process Automation Representative is a selling consultant. They will build business through prospecting and networking for new business opportunities as well as grow through existing clients that do not have BPA services from Proven IT. The Business Process Automation Representative is the liaison between the sales engineer, sales teams, and IT team at Proven and the client’s IT team or executive team to manage the projects and communication to have the highest level of support and response time.
Responsibilities
Requirements
Other Information
Physical Demand
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individual with disabilities to perform the essential functions.
While performing the duties of this job, the employee uses his/her hands to finger, handle or feel objects, tools or controls; reach with hands and arms; stop, kneel, or crouch. The employee must be able to lift up to 35 pounds regularly. The employee uses computer and telephone equipment. The employee must be able to sit for long periods of time.
0 Annuities Representative (New Business) jobs found in Gary, IN area