Annuities Representative (New Business) jobs in Rockford, 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)

Recently Added Annuities Representative (New Business) jobs

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Customer Service Representative
  • New Dimensions Precision Machining
  • Union, IL FULL_TIME
  • Customer Service Representative 
    Overview: We are seeking a detail-oriented and proactive Customer Service Representative to join our team. The ideal candidate will be responsible for efficiently managing customer orders and inquiries via email, ensuring accuracy and completeness in documentation, and providing exceptional customer service throughout the process. This role requires strong organizational skills, excellent communication abilities, and a commitment to meeting and exceeding customer expectations.
     
    Key Responsibilities:

    Monitor Customer Order Email Inbox:
    • Regularly monitor and promptly respond to customer inquiries and order-related emails.
    • Prioritize and manage emails effectively to ensure timely resolution of customer request.

    Review and Enter Customer Purchase Orders:
    • Thoroughly review customer purchase orders to understand requirements and specifications.
    • Maintain a comprehensive checklist to ensure all necessary components of customer purchase order are reviewed.
    • Verify accuracy of order details including quantities, pricing, and delivery information.
    • Correlate customer purchase order with New Dimensions quote.
    • Attach engineering drawings, material specifications, and any other relevant documentation to customer purchase orders as required.
    • Enter all orders and shipments into the system.

    Review Customer Portals
    • Review customers portals for accuracy with shipment information.
    • Follow up with customer if information does not match.

    Provide Exceptional Customer Service:
    • Serve as a primary point of contact for customers, providing timely and professional assistance.
    • Communicate with the production teams to gather feedback for customers.
    • Address customer inquiries, concerns, and issues promptly and effectively, striving to exceed customer expectations.
    • Build and maintain strong relationships with customers, demonstrating a commitment to customer satisfaction. 

    Qualifications:
    • Proven experience in customer service or a related field.
    • Excellent communication skills, both written and verbal.
    • Strong attention to detail and ability to maintain accuracy in a fast-paced environment.
    • Proficient use of Microsoft Excel
    • Proficiency in email correspondence and familiarity with customer relationship management (CRM) systems.
    • Ability to prioritize tasks effectively and manage time efficiently.
    • Collaborative mindset with a willingness to work closely with cross-functional teams.
    • Problem-solving skills and the ability to handle challenging situations with patience and professionalism.
    • Knowledge of technical/engineering terminology and concepts (preferred but not required).

    Education:
    • High school diploma or equivalent required; additional education or training in customer service or related fields is a plus.

    Working Conditions:
    • This role primarily operates in an office environment.
    • Regular interaction with customers via email and occasional phone calls.
    • May require occasional overtime or weekend work during peak periods.

    Note: The above job description is intended to describe the general nature and level of work being performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Management reserves the right to modify, add, or remove duties as necessary.
  • 17 Days Ago
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Client Services Representative
  • New Horizon Kennel, Inc.
  • Sterling, IL FULL_TIME
  • Elevate your career with New Horizon Kennel, situated in Port Byron, IL! We're on the lookout for a meticulous and customer-focused individual to step into the role of a full-time Client Services Repr...
  • 1 Month Ago
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Business Development Representative
  • Huntley Ford
  • Huntley, IL FULL_TIME
  • Want to make more money? Huntley Ford is looking for top performers and motivated individuals looking to take their careers into the next level and become the best of the best in their industry. Huntl...
  • 17 Days Ago
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MSP Business Development Representative
  • TeamLogic IT, Elgin, IL
  • Pingree, IL FULL_TIME
  • Benefits/Perks Flexible Scheduling Career Advancement Opportunities Competitive Compensation People First Culture Company Overview If you have a background and skillset for IT and a determined mindset...
  • 8 Days Ago
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MSP Business Development Representative
  • TeamLogic IT, Elgin, IL
  • Pingree, IL FULL_TIME
  • Benefits/Perks Flexible Scheduling Career Advancement Opportunities Competitive Compensation People First Culture Company Overview If you have a background and skillset for IT and a determined mindset...
  • 8 Days Ago
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Business Development Representative
  • Palmetto Technology Group, Inc.
  • De Kalb, IL FULL_TIME
  • Business Development Representative Tampa, FL - Full Time Are you looking to work for a growth-stage tech services company with a long history but is run like a fast-paced startup? Courser Brands (or ...
  • 1 Month Ago
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0 Annuities Representative (New Business) jobs found in Rockford, IL area

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Financial Representative
  • Modern Woodmen of America
  • Rockford, IL
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/26/2024 12:00:00 AM
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Construction Representative
  • Realstreet
  • Rockford, IL
  • Since 2001, RealStreet has connected management executives for the construction industry to contractors working on comme...
  • 4/26/2024 12:00:00 AM
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GUEST EXPERIENCE REPRESENTATIVE - CUSTOMER SERVICE REPRESENTATIVE
  • Texasashley
  • Rockford, IL
  • ** GUEST EXPERIENCE REPRESENTATIVE - CUSTOMER SERVICE REPRESENTATIVE** **Job Category****:** CUSTOMER SERVICE **Requisit...
  • 4/26/2024 12:00:00 AM
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Territory Sales Representative
  • Service Tool Co
  • Rockford, IL
  • Job Description Job Description Territory Manager (Outside Sales) must be performance driven toward the company goal of ...
  • 4/26/2024 12:00:00 AM
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TeleSales Representative - Remote
  • InsuraTec Services Group
  • Rockford, IL
  • TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales a...
  • 4/25/2024 12:00:00 AM
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Sales Representative
  • American Income Life Insurance
  • Rockford, IL
  • Join Our Winning Team at Globe Life American Income Want to finally earn what you’re worth? We have a job opportunity fo...
  • 4/24/2024 12:00:00 AM
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Construction Representative
  • RealStreet
  • Rockford, IL
  • Since 2001, RealStreet has connected management executives for the construction industry to contractors working on comme...
  • 4/23/2024 12:00:00 AM
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Outside Sales Representative
  • Roper Whitney
  • Rockford, IL
  • PURPOSE/FUNCTION/SUMMARY (TRAINING NEEDS) Sells for Roper Whitney, Tennsmith and Roll Former to new and existing account...
  • 4/23/2024 12:00:00 AM
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About Rockford, Illinois

Rockford is a city in Winnebago County in the U.S. state of Illinois, in far northern Illinois. Located on the banks of the Rock River, Rockford is the county seat of Winnebago County (a small portion of the city is located in Ogle County). The largest city in Illinois outside of the Chicago metropolitan area, Rockford is the third-largest city in the state and the 171st most populous in the United States According to 2010 U.S. Census Data, the City of Rockford had a population of 152,871, with an outlying metropolitan area population of 348,360. The City of Rockford's population is 147,051...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,644 to $54,004
Rockford, Illinois area prices
were up 1.3% from a year ago
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