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)
The New Orleans Business Alliance (NOLABA) is the official non-profit organization tasked with leading economic development initiatives for the City of New Orleans. NOLABA is a public-private partnership between the City of New Orleans and private investors from the local community, and is the result of a long-term effort by the New Orleans business community to adapt national best practices in economic development.
The Small Business Growth Intern will lead a variety of high-priority research projects. Activity will be focused on compiling diverse industry data relative to key industries supporting businesses participating in InvestNOLA, NOLABA’s signature small business programming. Additionally, a substantial area of focus will be identifying diverse resources and contact information for key corporate supplier diversity representatives, purchasing and facilities managers.
Projects will include, but are not limited to: emerging markets research, economic development data pertaining to local industry and communities, process evaluation, data collection and analysis, development of data visuals, and professional writing (that could include white papers, reports and/or web content). Prospective applicants will have the opportunity to
work alongside passionate and talented individuals in a fast-paced downtown New Orleans environment, with responsibilities that touch on all aspects of New Orleans Business Alliance’s mission and vision.
Qualifications & Requirements
▪ It is strongly recommended that Internship applicants be currently enrolled in an accredited MBA program (highly qualified undergraduate students will be considered)
▪ Experience in small business, economic development, bio-health industries or solid experience in a major private sector organization preferred.
▪ Strong organizational and critical thinking skills, with the ability to work independently under established deadlines.
▪ Good project management and reporting experience
▪ Microsoft Office proficiency (Excel, Word, PowerPoint)
▪ Superior communication skills (both verbal and written)
▪ Work comfortably in a highly collaborative environment; manage competing interests and strong personalities
▪ Ability to multi-task and compose diverse reports
▪ Good judgment and an understanding of prioritization and when to escalate issues, and to whom
▪ Maintain a professional demeanor at all times
▪ Ability to work independently in high-paced and sometimes demanding environment
▪ Commitment: Interns must be able to work 10-15 hours per week during the Summer (June 10 - August 16, 2024) on a
schedule to be determined prior to start date. The Small Business Internship will be compensated at the rate of $17/hr.
Application Deadline: May 16, 2024