Annuities Representative (New Business) jobs in Minnesota

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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New Business Policy Support- Annuities
  • ILLUMIFIN
  • REMOTE, MN FULL_TIME
  • The nation's leading administrator of insurance services is looking for YOU. This is your opportunity to join a company with a culture that promotes respect for people, integrity, learning and initiative.

    WE ARE THE KIND OF EMPLOYER YOU DESERVE.

    illumifin is a leading provider of business process outsourcing for the insurance industry, managing policies for the nation's largest insurers. We also provide clients with unique risk management insight built upon our proprietary long term care databases.

    Our Annuity New Business representative will review applications submitted following state and carrier guidelines. Once we have a completed application our team will approve and issue the annuity policy. To be successful, the individual must have good communication skills, be organized, detailed and able to work in a fast-paced work environment. 

     

    Duties and Responsibilities:

    • Attention to detail
    • Reviews applications and forms for completion
    • Transfer data from paper into database
    • Establish professional relationship with agents and admins
    • Answering phone calls and chats
    • Work well as a team
    • Additional duties and responsibilities as assigned
  • 3 Days Ago

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New Business Policy Support- Annuities
  • illumifin
  • Prairie, MN FULL_TIME
  • The nation's leading administrator of insurance services is looking for YOU. This is your opportunity to join a company with a culture that promotes respect for people, integrity, learning and initiat...
  • 12 Days Ago

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Sales Representative, New Business Development
  • Tru Vue Inc.
  • Faribault, MN FULL_TIME
  • Tru Vue Inc. Reports to: Vice President of Business Development Purpose and Scope: Grow Tru Vue’s Technical Glass and Acrylic business. Develop strategies and plans which deliver substantial and profi...
  • 18 Days Ago

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Inside Sales Representative
  • Heartland Business Systems LLC
  • Osseo, MN FULL_TIME
  • DescriptionPosition Summary:The Inside Sales Representative (ISR), acting in a support role to Solutions Consultants, is responsible for introducing product offerings throughout the entire sales proce...
  • 4 Days Ago

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Outside Sales Representative - St. Cloud
  • Coordinated Business Systems
  • Saint Cloud, MN FULL_TIME
  • Are you a driven sales professional with exceptional social skills and an entrepreneurial spirit? Are you confident in your ability to cold call, prospect, and present to decision-makers? Do you have ...
  • Just Posted

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Product Manager-Insurance and Annuities-WMS
  • American Enterprise Investment
  • Minneapolis, MN FULL_TIME
  • The Product Manager is responsible for the maintenance and growth of the insurance and annuity product platform. As part of Wealth Management Solutions (WMS), overall responsibilities will include ove...
  • 20 Days Ago

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REPRESENTATION TEAM LEADER
  • Voluntary Action Sheffield
  • Winston Salem, NC
  • Category Education Job Description We have just completed a major transformation to our representational, governance and...
  • 3/28/2024 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...
  • 3/28/2024 12:00:00 AM

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Customer Service Representive (Bilingual)
  • Visa Inc.
  • Miami, FL
  • **Customer Service Representive (Bilingual)** Client Services & Support Full-time Date: Job Number: REF39347C **Company ...
  • 3/27/2024 12:00:00 AM

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Customer-Facing Client Representive
  • 500 Republic Inc
  • Indianapolis, IN
  • Job Description Job Description Customer-Facing Client Representative New customers are vital to a company’s success. At...
  • 3/26/2024 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...
  • 3/26/2024 12:00:00 AM

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Customer Service Representive (Bilingual)
  • Visa
  • Miami, FL
  • **Customer Service Representive (Bilingual)** Client Services & Support Full-time Date: Job Number: REF39347C **Company ...
  • 3/26/2024 12:00:00 AM

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Customer Service Representive (Bilingual)
  • Visa, Inc.
  • Miami, FL
  • **Customer Service Representive (Bilingual)** Client Services & Support Full-time Date: Job Number: REF39347C **Company ...
  • 3/24/2024 12:00:00 AM

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Customer Service Representive (Bilingual)
  • visaeurope.lu
  • Miami, FL
  • **Customer Service Representive (Bilingual)** Client Services & Support Full-time Date: Job Number: REF39347C **Company ...
  • 3/24/2024 12:00:00 AM

Minnesota (/ˌmɪnɪˈsoʊtə/ (listen)) is a state in the Upper Midwest and northern regions of the United States. Minnesota was admitted as the 32nd U.S. state on May 11, 1858, created from the eastern half of the Minnesota Territory. The state has a large number of lakes, and is known by the slogan the "Land of 10,000 Lakes". Its official motto is L'Étoile du Nord (French: Star of the North). Minnesota is the 12th largest in area and the 22nd most populous of the U.S. states; nearly 60% of its residents live in the Minneapolis–Saint Paul metropolitan area (known as the "Twin Cities"). This area i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$45,686 to $56,535