Annuities Representative (New Business) jobs in Stratford, CT

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
  • Business Development Firm
  • Fairfield, CT FULL_TIME
  • Our firm is a strategic partner with some of the nation's leading companies, providing practical solutions and heightening the customer experience during each and every interaction. Our team has taken immense pride in the results we have achieved with our clients thus far. We are assembling a world-class team of clever, hungry, and daring professionals who are energized by the possibility of working at the epicenter of client relations, business consulting, and culture. As we continue our tremendous growth, we need a multicultural, highly skilled, and deeply knowledgeable Customer Service Representative to join our dynamic team.

    People are at the core of our success, and we firmly believe in the significance of investing in our Customer Service Representative. This is why over the years we have devised a positive culture to train, develop, and motivate our associates. As a Customer Service Representative on our championship team, you’ll have the opportunity to gain hands-on experience and take your professional career to the next level!

    Customer Service Representative Responsibilities:

    • Communicate directly with customers on order requests, eligible service updates, product tracking, and billing information
    • Participate in campaigns to present product and service information and complete the full funnel of the enrollment process with customers
    • Meet our company’s direct communication standards between you and the client - Always handle questions, concerns, and complaints with the highest level of professionalism, care, and politeness
    • Interact with Customer Service and Sales Manager to prioritize customer orders and claims and deliver solutions to problem areas in the sales, service, or compliance departments
    • Train cross-functionally to oversee all components of the customer experience lifecycle from initial contact to managing the delivery and installation
    • Partner with the Customer Service Department Manager to participate in and lead hiring, onboarding, and new employee training sessions
    • Always research to monitor industry trends and create new customer service strategies to ensure we are delivering the best-in-class customer support

    Qualifications We Look for in a Customer Service Representative:

    • Bachelor’s Degree in communications or related field preferred, but not required
    • High School Diploma or equivalent required
    • 1-2 years of experience as a Customer Service or Sales Representative
    • Customer-centric and able to adapt and/or respond to a variety of characters
    • Ability to establish and maintain an effective working relationship with co-workers, consumers, management, and clients
    • Exceptional communication, persuasion, and presentation abilities
    • Demonstrated ability to work both collaboratively as part of a team and independently with minimal supervision
    • Strong ability to multi-task, prioritize, and manage time adequately

    Job Type: Full-time

    Pay: $800.00 - $1,200.00 per week

    Shift:

    • 8 hour shift
    • Day shift

    Weekly day range:

    • Monday to Friday

    Work setting:

    • In-person

    Work Location: In person

  • 12 Days Ago

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Business Associate - Women's Care Unit
  • Yale New Haven Health
  • Bridgeport, CT OTHER
  • OverviewTo be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, a...
  • Just Posted

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Business Development Representative
  • Pryon
  • Westport, CT FULL_TIME
  • About Pryon: We’re a team of AI, tech, and language experts whose DNA lives in Alexa, Siri, Watson, and virtually every human language technology product on the market. Now we’re building an industry-...
  • Just Posted

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Inside Admissions Representative
  • New England Tractor Trailer Training School (NETTTS)
  • Bridgeport, CT FULL_TIME
  • New England Tractor Trailer Training School (NETTTS) is a 50 year old nationally accredited school that is experiencing growth and has opportunities for a professional admissions phone representative....
  • 17 Days Ago

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Business Sales Representative - Solutions Advisor
  • ADT Careers
  • Shelton, CT FULL_TIME
  • Company Overview: ADT has been in the business of helping save lives since 1874. As the #1 smart home security provider in the U.S., we help protect and connect families, businesses and larger commerc...
  • 1 Month Ago

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Business Development Representative - Bridgeport, Addiction Recovery
  • Jordan And Associates Consulting
  • Bridgeport, CT FULL_TIME
  • Jordan And Associates Consulting is actively matching amazing treatment centers in the addiction/mental health recovery industry and candidates together. We’re opening doors to promising roles and car...
  • 7 Days Ago

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0 Annuities Representative (New Business) jobs found in Stratford, CT area

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Real Estate Sales Representative
  • Berkshire Hathaway HomeServices New England Properties
  • Larchmont, NY
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/23/2024 12:00:00 AM

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Real Estate Sales Representative
  • Berkshire Hathaway HomeServices New England Properties
  • Westport, CT
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/23/2024 12:00:00 AM

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Area Representative
  • Fellowship of Christian Athletes
  • Greenwich, CT
  • Job Description The Representative works with the Director and Advisory Team to fulfill the FCA Vision, pursue the FCA M...
  • 4/22/2024 12:00:00 AM

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Brand Representative
  • AMS Retail Solutions
  • Milford, CT
  • Job Description Job Description Bosch Appliance factory account representative in an assigned territory and establishes ...
  • 4/21/2024 12:00:00 AM

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Brand Representative
  • AMS Retail Solutions
  • Waterbury, CT
  • Job Description Job Description Bosch Appliance factory account representative in an assigned territory and establishes ...
  • 4/21/2024 12:00:00 AM

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Sales Representative
  • the bargain house
  • Orange, CT
  • Job Description Job Description Sales Representative in furniture store that sales bedding living room dining room and b...
  • 4/21/2024 12:00:00 AM

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Telesales Representative
  • Adlaga
  • Trumbull, CT
  • ** Telesales Representative** Posted: 2021-08-21 14:44:24 - Fulltime - Punjab(Lahore) IPPBX is looking to recruit a fres...
  • 4/20/2024 12:00:00 AM

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Customer Service Representative - UniFirst
  • UniFirst
  • Stratford, CT
  • UniFirst is seeking a dedicated Customer Service Representative to join our team. You will be a key player in delivering...
  • 3/25/2024 12:00:00 AM

Stratford is a town in Fairfield County, Connecticut, United States. It is situated on Long Island Sound along Connecticut's "Gold Coast" at the mouth of the Housatonic River. Stratford is in the Bridgeport–Stamford–Norwalk Metropolitan Statistical Area. It was founded by Puritans in 1639. The population was 51,384 as of the 2010 census. It is bordered on the west by Bridgeport, to the north by Trumbull and Shelton, and on the east by Milford (across the Housatonic River). Stratford has a historical legacy in aviation, the military, and theater. According to the United States Census Bureau, ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$50,612 to $62,627
Stratford, Connecticut area prices
were up 1.7% from a year ago