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)
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:
Qualifications We Look for in a Customer Service Representative:
Job Type: Full-time
Pay: $800.00 - $1,200.00 per week
Shift:
Weekly day range:
Work setting:
Work Location: In person
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0 Annuities Representative (New Business) jobs found in Stratford, CT area