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)
Since 1929, J&J Ventures has been a leader in Gaming and Amusements and a trusted partner. Today, our focus remains steadfast: to provide world-class service to help businesses succeed. Our customers and our team members have been, and will always be, #1 priority. We are looking to expand our workforce with team-oriented individuals with a positive mindset. We offer competitive pay, benefits, vacation, PTO, paid holidays, and 401(k).
Job Summary
Our sales team has identified several lead generation opportunities, and as a Business Development Representative (BDR), you will leverage a combination of outreach tactics, including email, phone, etc. to help build our sales pipeline by connecting with prospective customers, understanding their unique needs, and identifying the best way to position J&J Ventures with locations where gaming is already established and/or where gaming is a new opportunity. You’ll help identify influencers and key decision makers within accounts and discover qualified opportunities by responding to inbound interests and targeted outbound prospects to build rapport and establish long-term relationships.
Job Responsibilities
Education
Bachelor’s degree in business or similar field preferred.
Qualifications and Experience
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This position generally operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers. The noise level in the work environment is low.
Physical Demands
The physical demands here are representative of those that must be met by an employee to successfully perform the essential job functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; stand; walk; use hands and fingers to handle or feel; and reach with hands or arms.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to focus.
Travel
Travel is not required for this position.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
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