Annuities Representative (New Business) jobs in Oak Park, IL

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 Account Representative
  • Royal Business Bank
  • Chicago, IL FULL_TIME
  • JOB SUMMARY

    Under general supervision and following established policies and procedures, provides new account services and customer assistance. Complies with all regulations which apply within the scope of the position, including Bank Secrecy Act.

    DUTIES

    • Processes various new accounts transactions by ensuring proper documentation and identification; maintains existing accounts of all types and closes account as needed.
    • Provides quality customer services including servicing existing customers, answering inquiries, recommending solutions to customer problems, ordering checks..
    • Maintains files on status of accounts and prepares appropriate branch reports.
    • Promotes and cross-sells the Bank’s services and products.
    • Trains Customer Services Representative in opening new accounts and performing all new account desk functions.
    • Backs up supervisor duties as needed.
    • Performs other duties as assigned.

    QUALIFICATIONS

    • EDUCATION: High school graduate or equivalent; some college business classes preferred but not mandatory.
    • EXPERIENCE: 2-3 years branch operations experience in a banking environment; thorough knowledge of Bank products and services

    SKILLS/ABILITIES

    • PC literate
    • Organized and detail-oriented
    • Strong communication skills
    • Bilingual (English/Mandarin) may be required.

    WHY WORK FOR US?

    Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:

    • Medical insurance
    • Vision insurance
    • Dental insurance
    • 401(k)
    • Disability insurance

    Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website www.royalbusinessbankusa.com. Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

    Job Type: Full-time

    Pay: $36,420.80 - $45,531.20 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible spending account
    • Health insurance
    • Life insurance
    • Paid time off
    • Referral program
    • Vision insurance

    Schedule:

    • Monday to Friday

    Language:

    • Mandarin (Required)

    Work Location: In person

  • 2 Months Ago

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Business Development Representative
  • Proven Business Systems LLC
  • Chicago, IL FULL_TIME
  • DescriptionThe Business Development Representative (BDR) is a new business generator role within Marketing. The BDR will conduct daily administrative and lead generation activities for the team, maint...
  • 1 Month Ago

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Representative
  • Proven Business Systems LLC
  • Tinley Park, IL FULL_TIME
  • Job Type Full-time Description The Business Development Representative (BDR) is a new business generator role within Marketing. The BDR will conduct daily administrative and lead generation activities...
  • 15 Days Ago

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Vice President Business Development - New Products
  • State of New Mexico
  • Willowbrook, IL FULL_TIME
  • KEY RESPONSIBILITIES The Product Development and Marketing Leader is responsible for partnering with Customer Solutions (application), Ingredient Excellence (new ingredient delivery and new technologi...
  • 10 Days Ago

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Collection Representative
  • Allocated Business Management
  • Mc Henry, IL FULL_TIME
  • Allocated Business Management, LLC. accepts resumes by: E-Mail info@ABMcollection.com Mail A.B.M. – H.R. 1819 Dot Street #4A McHenry, IL 60050 Fax (847) 970-6001 Allocated Business Management, LLC. is...
  • 23 Days Ago

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Sales Representative
  • Business Management Firm
  • Oak Park, IL FULL_TIME
  • Our firm is a leader in the sales and marketing field. We work with some of the nation’s largest communication clients to help maintain and expand their customer base. We act as the middleman between ...
  • 3 Days Ago

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0 Annuities Representative (New Business) jobs found in Oak Park, IL area

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Grievance Representative
  • SERVICE EMPLOYEES INTERNATIONAL UNION, LOCAL 1
  • Chicago, IL
  • Job Description Job Description SEIU Local 1 has been on the cutting edge of building power for low-wage workers in serv...
  • 3/28/2024 12:00:00 AM

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Customer Account Representative
  • Thrive Chicago Co
  • Highland Park, IL
  • This customer account representative position is a marketing position that specializes in new customer acquisition in pa...
  • 3/28/2024 12:00:00 AM

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Store Sales Representative
  • Sherwin-Williams
  • Elgin, IL
  • This position is required to grow top line sales at assigned Menards stores within geographic territory through implemen...
  • 3/28/2024 12:00:00 AM

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Service Representative - Institutional
  • EcoLab
  • Chicago, IL
  • Ecolab is hiring and we are excited to turn your next opportunity into a career! Are you someone who uses your hands-on ...
  • 3/27/2024 12:00:00 AM

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Outreach Sales Representative
  • Nationwide Fund Recovery
  • Chicago, IL
  • Job Description Job Description Company Overview: Nationwide Fund Recovery is a financial service firm that identifies a...
  • 3/26/2024 12:00:00 AM

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Service Representative - Institutional
  • EcoLab
  • Chicago, IL
  • Ecolab is hiring and we are excited to turn your next opportunity into a career! Are you someone who uses your hands-on ...
  • 3/26/2024 12:00:00 AM

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Service Representative
  • EcoLab
  • Chicago, IL
  • Ecolab is hiring and we are excited to turn your next opportunity into a career! Are you someone who uses your hands-on ...
  • 3/22/2024 12:00:00 AM

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Territory Service and Sales Representative
  • EcoLab
  • Schaumburg, IL
  • Ecolab is hiring and we are excited to turn your next opportunity into a career! Are you someone who uses your hands-on ...
  • 2/8/2024 12:00:00 AM

Oak Park is located immediately west of the city of Chicago. The boundary between the two municipalities is Austin Boulevard on the east side of Oak Park and North Avenue/Illinois Route 64 on the village's north side. Oak Park borders Cicero along its southern border, Roosevelt Road/Illinois Route 38, from Austin to Lombard; and Berwyn from Lombard to Harlem Avenue. Harlem/Illinois Route 43 serves as its western border, where between Roosevelt and South Boulevard, it borders Forest Park and between North Boulevard and North Avenue to the west it borders River Forest. The entire village of Oak ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$47,028 to $58,196
Oak Park, Illinois area prices
were up 0.8% from a year ago