Annuities Representative (New Business) jobs in New Hampshire
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)
Recently Added Annuities Representative (New Business) jobs
Business Development Representative - Recovery
- Sobriety Centers of New Hampshire
-
Hampshire, NH
FULL_TIME
- Business Development Representative - Recovery | Antrim House Inpatient Addiction Treatment Center(10-Main Antrim NH) | Antrim, New Hampshire About the Job: PURPOSE STATEMENT: The Business Development Representative is responsible for growing the facility’s lines of service and levels of care as defined by management by developing and retaining referrals from professional referral sources across various account types. Represents the facility to the public, as well as hosting the public when visiting the facility. Employs creative approaches with well-established methods for growing reputation among professional referrals. Roles and Responsibilities: ESSENTIAL FUNCTIONS: Develops and implements business development programs in consultation with the Director of Business Development (DBD). Maintains a schedule of primary sources including business, industry, EAPs, managed care of clients, physicians/licensed practitioners, and allied health professionals. Documents every contact in the appropriate Customer Relationship Management (CRM) system. Maintains current account information and business development referral/admission records and statistics, including the preparation of business development reports and materials. Develops and maintains new account relationships and markets. Targets and creates new strategies for increasing business in highly competitive markets. Increases the number of referral sources within a facility such as with physician, social workers and discharge planners. Develops strong relationships with key referral sources. Develops and maintains key business development accounts and responds to all business development opportunities. Maintains and lends customer support to designated number of targeted referral source contacts per week, as set forth in a quarterly marketing plan. Develops and conducts community workshops and seminars and facility tours to educates clients, families, community and other referral sources on programs, services and amenities provided by facility and provides an opportunity to identify potential referral sources. Represents the facility at civic and professional functions and communicates mission in all outreach interactions. Acts a liaison between the facility, referral sources and the general public to further the goals and positive, professional image of the facility. Manages leads from referral sources and ensures efficient admissions process for clients. Maintains collaborative working relationship with Admissions Department Collaborates closely with facility discharge planners, social workers, case managers, physicians and management, as well as provide education staff to generate referral sources. Maintains current awareness of changes in the industry through self-education, peer education and professional and community involvement for the betterment of this position and the facility. Attends scheduled department meetings to provide timely reports on month-end reviews, client servicing schedules, customer sales forms and other reporting requirements. Generates face to face meetings and admissions activity per goal and documents in CRM in timely manner. EDUCATION/EXPERIENCE/SKILL REQUIREMENTS: High school diploma or equivalent required. Associate’s or Bachelor’s Degree in Business, Behavioral Health, Marketing, or related field preferred. Minimum of three years of experience in a healthcare business development/marketing environment is essential. Preference will be given to candidates with experience specifically in the addiction and/or mental health treatment field, or those with equivalent experience in related areas. Good understanding of the local market and referral base. Organized and demonstrate the ability to multitask and have well-developed and effective relational skills. Must be able and willing to work flexible hours, including evenings, early mornings, and weekends. Why Antrim House Inpatient Addiction Treatment Center(10-Main Antrim NH)?Antrim House Inpatient Addiction Treatment Center(10-Main Antrim NH) offers a comprehensive benefit plan and a competitive salary commensurate with experience and qualifications. Qualified candidates should apply by submitting a resume. Antrim House Inpatient Addiction Treatment Center(10-Main Antrim NH) is an EOE. Veterans and military spouses are highly encouraged to apply. Summit BHC is dedicated to serving Veterans with specialized programming at our treatment centers across the country. We recognize and value the unique strengths of the military community in supporting our mission to serve those who have served.
- 19 Days Ago
Business Development Representative (BDR) - Fulfilling Career
- Interim HealthCare - New Hampshire
-
Manchester, NH
FULL_TIME
- Interim HealthCareBusiness Development RepresentativeFull Time in Manchester, NHStep into an exciting sales role that fosters your professional growth. As a Business Development Representative for Int...
- 4 Days Ago
BUSINESS DIRECTOR
- New Hampshire Hospital
-
Concord, NH
FULL_TIME
- Salary: 33.470-39.900 :USD State of New Hampshire Job Posting Department of Energy Administration and Support Division 21 South Fruit StreetSuite 10Concord, NH 03301 Business Director $33.47 - $39.90P...
- 21 Days Ago
Office Service Representative I
- Canon Business Process Services, Inc.
-
Dover, NH
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
Business Developer - New Hampshire
- OUTDOOR PRIDE LANDSCAPING, LLC
-
manchester, NH
FULL_TIME
- DescriptionOutdoor Pride is a full-service landscape and snow management company focused on cultivating effective and sustainable relationships with our employees, clients, and communities. We are a f...
- Just Posted
New Business Advisor
- CNI Consulting Inc.
-
Portsmouth, NH
FULL_TIME
- OverviewThe New Business Advisor will be the initial point of contact with clients and is responsible for attracting and onboarding new client relationships. This individual will have a broad understa...
- 1 Month Ago
Annuities Representative (New Business) jobs at Popular Companies
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
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
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
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
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
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...
- 4/14/2024 12:00:00 AM
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...
- 4/14/2024 12:00:00 AM
Customer Service Representive (Bilingual)
- Visa
-
Miami, FL
- **Customer Service Representive (Bilingual)** Client Services & Support Full-time Date: Job Number: REF39347C **Company ...
- 4/14/2024 12:00:00 AM
About New Hampshire
New Hampshire is part of the six-state New England region. It is bounded by Quebec, Canada, to the north and northwest; Maine and the Atlantic Ocean to the east; Massachusetts to the south; and Vermont to the west. New Hampshire's major regions are the Great North Woods, the White Mountains, the Lakes Region, the Seacoast, the Merrimack Valley, the Monadnock Region, and the Dartmouth-Lake Sunapee area. New Hampshire has the shortest ocean coastline of any U.S. coastal state, with a length of 18 miles (29 km), sometimes measured as only 13 miles (21 km). New Hampshire was home to the rock forma...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$45,431 to $56,215