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)
Our client, North Fork Insurance Agency, is currently seeking a full-time customer service representative to join their talented and dedicated team!
What You'll Be Doing:
In this position, you will be providing top-notch service to clients by answering phones, emails, and greeting the many people who enter their door. You’ll also play a critical role in the renewal analysis process. We promise you won’t be bored here!
Why North Fork?
North Fork Insurance Agency is a family-owned business, where you’ll feel valued. They offer a competitive wage and benefits package and flexible scheduling options. They will work with you to set your working hours, plus you can choose if you’d prefer to work 4 or 5 days each week. On top of that, they provide career development opportunities if you would like to become a licensed agent at some point in your future.
Location:
Cascade, Iowa | 52033
Job Type: Full-time
Benefits:
Experience level:
Shift:
Weekly day range:
Work setting:
Ability to Relocate:
Work Location: In person
Clear All
0 Annuities Representative (New Business) jobs found in Iowa City, IA area