Annuities Representative (New Business) jobs in Maryland

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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Annuities Specialist
  • Thompson Financial Group
  • Baltimore, MD FULL_TIME
  • Are you a knowledgeable financial advisor or insurance professional who has expertise in the annuities industry handling an assortment of annuity products? Are you passionate about providing mentorship and collaborating with fellow advisors, seeking an active leadership role in an organization? If so, then submit your application to join our team! You will be aiding other advisors in comprehending the vast range of annuity options through on-site training, one-on-one coaching, and joint work experiences. While supporting others in creating their own book of business, you will still be able to work with your own. Compensation is outcome-dependent and takes into account effort expended plus an additional salary depending on qualifications. Additionally, you will be eligible for a generous benefits package, consisting of health benefits, such as medical, dental, vision, life, and disability insurance, as well as retirement savings plans.

    Compensation:

    $90,000 at plan commission DOE

    Responsibilities:

    • Promote annuity products within our firm internally to advisors
    • Collaborate with other advisors by providing training, annuity solution strategies, and joint work.
    • Nurture and build your own book of business.
    • Working with firm leadership to grow the overall annuity business

    Qualifications:

    • A minimum of 5 years prior experience in financial services
    • US Work Authorization
    • Series 7 and 66 preferred
    • Knowledge of annuity products and solutions
    • Strong interpersonal, oral, and written communication skills
    • Willingness to collaborate and work on-site
    • Prospecting and lead generation background

    About Company


    Thompson Financial Group
    is a financial services firm. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve our clients.

  • 15 Days Ago

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ACCOUNT REPRESENTATIVE
  • Advance Business Systems
  • Cockeysville, MD FULL_TIME
  • WHO WE ARE Advance is a business solutions provider that helps organizations in Maryland find better, more effective technology and processes to help improve their business and increase efficiencies.F...
  • 2 Days Ago

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Office Service Representative II
  • Canon Business Process Services, Inc.
  • Annapolis, MD PART_TIME
  • Overview: Under general supervision, is responsible for all mail, packages and interoffice correspondence handling and dispatching for all classes of mail/packages. Responsibilities may also include c...
  • 22 Days Ago

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Office Service Representative II
  • Canon Business Process Services, Inc.
  • ANNAPOLIS JUNCTION, MD OTHER
  • Overview Under general supervision, is responsible for all mail, packages and interoffice correspondence handling and dispatching for all classes of mail/packages. Responsibilities may also include co...
  • 1 Month Ago

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New Business Development Manager
  • Rhee Bros, Inc
  • Hanover, MD FULL_TIME
  • Rhee Bros., Inc. is one of the largest importers of Asian food in the United States. Our mission is to provide our customers best-in-class distribution services through innovative products, sourcing, ...
  • 21 Days Ago

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Summer Intern (New Business)
  • Panagora Group
  • Silver Spring, MD INTERN
  • Purpose of InternshipTo expose, provide access and opportunities for college students and recent graduates to the work we do at Panagora in the hope of kickstarting their journey into International De...
  • 22 Days Ago

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Accounts Receivable Representive
  • OrthoCarolina
  • Charlotte, NC
  • At OrthoCarolina, our team is our greatest asset and the foundation of our success; we share a common passion for making...
  • 4/19/2024 12:00:00 AM

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Attorney - Train in Tax Representation
  • Community Tax LLC
  • 00917, PR
  • Job Description Job Description Community Tax Puerto Rico, LLC Is a PUERTO RICO established firm and partner to Communit...
  • 4/19/2024 12:00:00 AM

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sales-customer service representive
  • Atriyo LLC
  • Smyrna, TN
  • Hi, Job title : Sales - Customer Service Representative Location : Smyrna, TN, 37167 Duration : 9+ months If any one Int...
  • 4/19/2024 12:00:00 AM

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Tenant Representation Broker
  • Pope Corporation
  • Houston, TX
  • Commercial Real Estate Broker - Tenant Representation - Business Development (National Accounts) Company: Pope Corporati...
  • 4/18/2024 12:00:00 AM

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Tenant Representation Broker
  • Pope Corporation
  • Houston, TX
  • Commercial Real Estate Broker - Tenant Representation - Business Development (National Accounts) Company: Pope Corporati...
  • 4/17/2024 12:00:00 AM

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Attorney - Train for Tax Representation
  • Community Tax, LLC
  • 00917, PR
  • Job Description Job Description Community Tax Puerto Rico, LLC Is a PUERTO RICO established firm and partner with Commun...
  • 4/17/2024 12:00:00 AM

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Customer-Facing Client Representive
  • 500 Republic Inc
  • Carmel, IN
  • Job Description Job Description Customer-Facing Client Representative New customers are vital to a company’s success. At...
  • 4/16/2024 12:00:00 AM

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Customer Support Representive
  • tapseries.io
  • **Customer Support Representive** ** TAP Series () Westlake Village, CA 91362** **** TAP Series is located in Westlake V...
  • 4/15/2024 12:00:00 AM

Maryland (US: /ˈmɛrələnd/ (listen) MERR-əl-ənd) is a state in the Mid-Atlantic region of the United States, bordering Virginia, West Virginia, and the District of Columbia to its south and west; Pennsylvania to its north; and Delaware to its east. The state's largest city is Baltimore, and its capital is Annapolis. Among its occasional nicknames are Old Line State, the Free State, and the Chesapeake Bay State. It is named after the English queen Henrietta Maria, known in England as Queen Mary. Sixteen of Maryland's twenty-three counties border the tidal waters of the Chesapeake Bay estuary and...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$46,056 to $56,989