Annuities Representative (New Business) jobs in Towson, MD

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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Annuities Specialist
  • Thompson Financial Group
  • Baltimore, MD FULL_TIME
  • Are you a knowledgeable financial advisor or insurance professional who has expertise in the annuities industry handling an assortment of annuity products? Are you passionate about providing mentorship and collaborating with fellow advisors, seeking an active leadership role in an organization? If so, then submit your application to join our team! You will be aiding other advisors in comprehending the vast range of annuity options through on-site training, one-on-one coaching, and joint work experiences. While supporting others in creating their own book of business, you will still be able to work with your own. Compensation is outcome-dependent and takes into account effort expended plus an additional salary depending on qualifications. Additionally, you will be eligible for a generous benefits package, consisting of health benefits, such as medical, dental, vision, life, and disability insurance, as well as retirement savings plans.

    Compensation:

    $90,000 at plan commission DOE

    Responsibilities:

    • Promote annuity products within our firm internally to advisors
    • Collaborate with other advisors by providing training, annuity solution strategies, and joint work.
    • Nurture and build your own book of business.
    • Working with firm leadership to grow the overall annuity business

    Qualifications:

    • A minimum of 5 years prior experience in financial services
    • US Work Authorization
    • Series 7 and 66 preferred
    • Knowledge of annuity products and solutions
    • Strong interpersonal, oral, and written communication skills
    • Willingness to collaborate and work on-site
    • Prospecting and lead generation background

    About Company


    Thompson Financial Group
    is a financial services firm. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve our clients.

  • 21 Days Ago

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ACCOUNT REPRESENTATIVE
  • Advance Business Systems
  • Cockeysville, MD FULL_TIME
  • WHO WE ARE Advance is a business solutions provider that helps organizations in Maryland find better, more effective technology and processes to help improve their business and increase efficiencies.F...
  • 8 Days Ago

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Office Service Representative II
  • Canon Business Process Services, Inc.
  • Annapolis, MD PART_TIME
  • Overview: Under general supervision, is responsible for all mail, packages and interoffice correspondence handling and dispatching for all classes of mail/packages. Responsibilities may also include c...
  • Just Posted

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Office Service Representative II
  • Canon Business Process Services, Inc.
  • ANNAPOLIS JUNCTION, MD OTHER
  • Overview Under general supervision, is responsible for all mail, packages and interoffice correspondence handling and dispatching for all classes of mail/packages. Responsibilities may also include co...
  • 1 Month Ago

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New Business Development Intern
  • DAP
  • Baltimore, MD INTERN
  • DAP is looking to hire New Business Development Intern for Summer 2024. Responsibilities Product Landscape & Competitive Product Reviews. Product & Application Trial Support - Test Multiple Product- T...
  • Just Posted

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New Business Development Manager
  • Rhee Bros, Inc
  • Hanover, MD FULL_TIME
  • Rhee Bros., Inc. is one of the largest importers of Asian food in the United States. Our mission is to provide our customers best-in-class distribution services through innovative products, sourcing, ...
  • 27 Days Ago

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0 Annuities Representative (New Business) jobs found in Towson, MD area

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RFQ Attorney Representation for Indigent Clients Civilly Committed Under RCW 71.09
  • State Of Washington
  • Washington, DC
  • STATE OF WASHINGTONOFFICE OF PUBLIC DEFENSEREQUEST FOR QUALIFICATIONSRFQ24030ATTORNEY REPRESENTATION FOR INDIGENT CLIENT...
  • 4/24/2024 12:00:00 AM

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Communications Representative
  • Chrome Solutions
  • Parkville, MD
  • As a Communications Representative, you will contribute to one of our most important company initiatives: client represe...
  • 4/24/2024 12:00:00 AM

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Real Estate Sales Representative
  • Berkshire Hathaway HomeServices Homesale Realty Maryland
  • Phoenix, MD
  • 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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Communications Representative
  • Chrome Solutions
  • Columbia, MD
  • As a Communications Representative, you will contribute to one of our most important company initiatives: client represe...
  • 4/22/2024 12:00:00 AM

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Sales Representative- On Premise
  • Breakthru Beverage Group
  • Baltimore, MD
  • Overview: We are experts in the beer, wine and spirits industry looking for individuals who share our passion for custom...
  • 4/22/2024 12:00:00 AM

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Real Estate Sales Representative
  • CENTURY 21 Redwood Realty
  • Rockville, MD
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/21/2024 12:00:00 AM

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Legislative Director
  • House Of Representatives
  • Washington, DC
  • Legislative Director Summary: The Office of Rep. Frederica S. Wilson seeks a legislative director. Congresswoman Wilson ...
  • 4/21/2024 12:00:00 AM

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Sales Representative C
  • Breakthru Beverage Group
  • Middle River, MD
  • Overview: This position is designed as a sales development role and will rotate through a number of different territorie...
  • 4/9/2024 12:00:00 AM

Towson is located at 39°23′35″N 76°36′34″W / 39.39306°N 76.60944°W / 39.39306; -76.60944 (39.392980, −76.609562). According to the United States Census Bureau, the CDP has a total area of 14.2 square miles (37 km2), of which, 14.0 square miles (36 km2) is land and 0.2 square miles (0.52 km2) (1.06%) is water. The community is located immediately north of Baltimore City, inside the Beltway (I-695), east of I-83 and along York Road. Its census boundaries include Pikesville to the west, Lutherville and Hampton to the north, Parkville to the east, and Baltimore to the south. Major neighborhoods...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$45,922 to $56,823
Towson, Maryland area prices
were up 1.5% from a year ago