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)
Salary $40,000-42,000 year
Title: Business Services RepresentativeClassification: Non-Exempt
Scope of Position:• Serve as a representative for all business services offered at the PA CareerLink® offices in Luzerne County. Work with employers to promote job leads and match program participants to employers’ job openings and paid work experience opportunities.• Concentrate on serving various populations including youth, young adults, dislocated workers, low-income adults and reentrants. Placing individuals into full-time and life-sustaining employment once job ready, as well as the Paid Work Experience component, which entails recruiting and cultivating relationships with employers to identify them as worksites, participant matching to worksites, job coaching of participants, and monitoring of paid work experience placements• Provide one-on-one and group assistance to program participants. This may include providing job leads, advocating to employers, resume building and critique, facilitating workshops and activities, and other duties as assigned
Essential Functions:• Develop and build on relationships with Luzerne County employers by learning their hiring needs and challenges, and connecting employers with the appropriate resources• Knowledgeable on all services provided by the Business Services Team, including, but not limited to, On-the-Job Training, Paid Work Experience, Recruitment Events, and Job Fairs• Conduct outreach to Luzerne County employers through strategic cold calling and out-of-office visits• Provide timely follow-up to employers utilizing our services and document accordingly• Track all communication with employers and participants in appropriate databases and provide reports as needed• Assist in the planning and promotion of events• Participate in offsite events, such as job fairs and employer focus groups• Assist in CWDS/PA CareerLink® website maintenance including, but not limited to, posting job descriptions, job posting approvals/rejections, verifying new company profiles and contacts, and responding to job posting assistance and website support requests• Communicate new job openings to the Business Services Team, Career Navigators and CareerLink® partners• Meet with assigned participants regularly to review career goals and provide job leads• Match participants with job openings• Act as a liaison between program participants and Career Navigators and communicate with Career Navigators to ensure referrals are being matched to employers’ needs• Recruit and build relationships with community-based organizations and local employers in an effort to identify them as worksites/partners for paid (by our organization) work experience opportunities for youth• With the goal of connecting youth to full-time employment and meaningful short-term paid work experience opportunities, work one-on-one with youth and their families to provide employer matching, basic career readiness activities, barrier remediation, job coaching, and continued follow-up and support while placed at a worksite• Continue to monitor youth’s progress in paid work experience opportunity including but not limited to site visits, picking up timecards, following up with worksite supervisor and remediating as needed based on worksite feedback• Travel within Luzerne County to conduct employer/worksite meetings, cultivate partner relationships, facilitate various participant and worksite evaluations, and conduct worksite inspections and visits as well as pick up timesheets• Assist with special projects and events as assigned to support EDSI• Other opportunities as available
Education and Experience Requirements:
Preferred:
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