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)
Under the direction of the VP of Player Development, the incumbent is responsible for the successful overall direction and management of all activities related to the development and maintenance of a casino customer base. Must have clear access to and relationship with a minimum list of 400 premium customers from a competitive market. In this role, employee's revenue responsibilities include but are not limited to the following; Must maintain theoretical and actual profit margins based on the departmental goals. Develop new players as well as inactive players with pre-approved casino credit/potential bankroll. Patrons will be coded based on departmental policy. Bachelor degree in marketing/business preferred. Must have six (6) to ten (10) years of Player Development experience in the Northeast casino market. Must possess excellent customer service skills. Ability to understand and manage financial budgets, pro-formas and analysis. Ability to respond effectively to sensitive inquiries or complaints. Must possess strong communication skills to include written and oral presentations to both large and small groups. Provides a great customer experience by providing high quality products and services consistently. Due to the nature of the business, must be able to work flexible hours, weekends and Holidays as dictated by business needs.
Clear All
0 Annuities Representative (New Business) jobs found in Norwich, CT area