Annuities Representative (New Business) jobs in Renton, WA

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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Customer Service Representative
  • Keynote Business Solutions
  • Seattle, WA FULL_TIME,PART_TIME
  • Job Overview:
    We are seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be the first point of contact for our customers, providing exceptional service and support. This role requires excellent communication skills, attention to detail, and the ability to handle customer inquiries and resolve issues in a professional and timely manner.

    Duties:
    - Answer incoming customer calls and emails, providing accurate information and resolving inquiries
    - Assist customers with product selection, order placement, and tracking
    - Process returns, exchanges, and refunds according to company policies
    - Maintain customer records by updating account information and documenting interactions
    - Collaborate with other departments to address customer concerns and ensure customer satisfaction
    - Utilize CRM software to track customer interactions and follow up as needed
    - Meet or exceed performance goals for call quality, customer satisfaction, and productivity

    Experience:
    - Previous experience in a customer service role is preferred
    - Excellent verbal and written communication skills in English
    - Ability to communicate effectively with customers from diverse backgrounds
    - Strong problem-solving skills with the ability to analyze situations and provide appropriate solutions
    - Proficient in data entry and navigating computer systems
    - Multilingual abilities are a plus

    We offer competitive compensation and benefits packages for our Customer Service Representatives. Join our team today and make a difference in our customers' experience!

    Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of all responsibilities, duties, skills, or qualifications required.

    Job Types: Full-time, Part-time

    Pay: $18.51 - $22.29 per hour

    Benefits:

    • 401(k)
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Paid time off
    • Vision insurance
    • Work from home

    Experience level:

    • No experience needed

    Shift:

    • Morning shift

    Weekly day range:

    • Monday to Friday

    Work setting:

    • In-person
    • Office

    Ability to Relocate:

    • Seattle, WA: Relocate before starting work (Required)

    Work Location: In person

  • 21 Days Ago

S
Customer Service Representative
  • Skyservice Business Aviation
  • Seattle, WA FULL_TIME
  • SKYSERVICE BUSINESS AVIATION Skyservice (Leading Edge Jet Center) is a North American leader in business aviation. Built on the key principles of safety and service excellence, we provide a full servi...
  • 29 Days Ago

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New Business Development
  • Global Placement Firm
  • Seattle, WA FULL_TIME
  • The personal service manager at (COMPANY) is responsible for outside sales of COMPANY’s products and services, building and maintaining the membership base and revenue, and promoting COMPANY’s brand b...
  • 8 Days Ago

O
Business Development Representative
  • Ossia Inc
  • Redmond, WA FULL_TIME
  • Be on the forefront of a new, ground-breaking technology with Cota wireless power. Spearheaded by a team of highly experienced business leaders and specialized engineers, Ossia offers a once-in-a-life...
  • 9 Days Ago

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Business Development Representative
  • TaxBit
  • Seattle, WA FULL_TIME
  • Opportunity for Impact As a Business Development Representative (BDR) at TaxBit, you’ll drive TaxBit’s future growth engine by working with our Demand Gen and Account Executive teams to reach out to t...
  • 11 Days Ago

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Business Development Representative
  • Teal Communications, Inc.
  • SeaTac, WA FULL_TIME
  • Teal Communications, Inc. is a telecommunications company located in Seattle, Washington that is looking for a motivated and experienced Business Development Representative to join the team. The ideal...
  • 12 Days Ago

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0 Annuities Representative (New Business) jobs found in Renton, WA area

Renton is a city in King County, Washington, and an inner-ring suburb of Seattle. Situated 11 miles (18 km) southeast of downtown Seattle, Renton straddles the southeast shore of Lake Washington, at the mouth of the Cedar River. After a long history as an important salmon fishing area for Native Americans, Renton was first settled by people of European descent in the 1860s, and its early economy was based on coal mining, clay production, and timber export. Today, Renton is best known as the final assembly point for the Boeing 737 family of commercial airplanes, but it is also home to a growin...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$49,228 to $60,914
Renton, Washington area prices
were up 2.8% from a year ago