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)
Ready to Showcase Your Relationship Building Skills?
You have always believed in the power of strong relationships — with family, friends and co-workers. Now, you’re ready to put that commitment to work building strong client relationships for a great company, as well. The idea of accepting a position that is open due to robust company growth really interests you.
You are a natural when it comes to networking, and you find yourself talking up your firm to other business professionals — whether or not they might be prospects. In short, you really enjoy developing and maintaining connections.
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The Value of Persistent Networking*
You’re a consummate professional who still connects with associates you worked with previously. Yet, you truly enjoy strengthening your professional bonds, whether with friends or fellow technology pros. You’re also dedicated to helping everyone around you achieve their goals, and you support them without hesitation.
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You Enjoy Staying Current on Industry Trends*
New technologies, new approaches, and other industry developments intrigue you, and you stay up to date on those that are important to your firm’s co-workers and clients.
If this sounds like you, read on to learn more about our New Business Development Representative opening.
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Job Responsibilities*
Requirements:
Compensation Package:
*Total compensation potential of $100k /year
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About IT Solutions:
Founded nearly 30 years ago by a group of seasoned IT geeks, IT Solutions believes in equity. Our staff directly influence how the business is run, reaping financial and professional rewards for their dedication and commitment.
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Philosophy*
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Awards*
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Ongoing Learning and Training*
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ITS offers a full benefits package, including: *
Job Type: Full-time
Pay: Up to $100,000.00 per year
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0 Annuities Representative (New Business) jobs found in Philadelphia, PA area