Annuities Representative (New Business) jobs in West Fargo, ND

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 Account Representative
  • Central Business Systems, Inc./ Advanced Business Methods
  • Jamestown, ND FULL_TIME
  • Customer Account Representative

    General Description
    The Customer Account Representative (CAR) performs a wide variety of tasks but generally serves as a liaison between customers, sales and service department. The CAR must be highly organized and be a self‐starter. They must also have excellent clerical skills for completing routine tasks as well as good interpersonal skills for communicating with numerous people both internal and external to the company.

    Primary Responsibilities
     Process sales packets, set up customer, equipment and contract records into the system
     Perform daily actions such as billing audits, review pending contracts and check sales inventory status
     Generate monthly meter billing reports and gather meter readings from customers before preparing contracts for invoicing
     Generate monthly contract renewal reports, calculate new rates and submit for approval before inputting into the computer system
     Process other reports such as commission, territory, trade‐in and vendor program credits
     Answer phone calls and customer questions regarding equipment, service, supplies and billing
     Help resolve billing problems and make corrections as needed
     Fill out input sheets monthly which document changes to the contract billing system
     Handle filing and document storage of all sales and contract agreements from the sales and service department
     Other duties upon request

    Experience Requirements
     One‐year Microsoft Windows experience
     One‐year clerical experience
     Demonstrated proficiency in Word and Excel

    Job Specifications
     Good written, verbal and listening skills
     Good basic math skills

    Other Requirements
     Ability to work for long periods at a time sitting/standing at a desk using a computer monitor, keyboard and telephone, up to eight hours a day as required
     Possess clear vision and hearing with corrective means if required
     Ability to travel overnight on occasion for training if necessary

    Direct Manager:
    Controller

    Job Type: Full-time

    Pay: $18.50 - $20.00 per hour

    Expected hours: 40 per week

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Paid time off
    • Parental leave
    • Vision insurance

    Shift:

    • 8 hour shift
    • Day shift

    Weekly day range:

    • Monday to Friday

    Work setting:

    • In-person

    Ability to Relocate:

    • Jamestown, ND 58401: Relocate before starting work (Required)

    Work Location: In person

  • Just Posted

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Outside Sales Representative
  • National Federation of Independent Business (NFIB)
  • Fargo, ND FULL_TIME
  • Overview Do you have a passion for making a difference for small business in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe...
  • 16 Days Ago

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New Business Independent Agent
  • Brite Side Benefits
  • Fargo, ND FULL_TIME
  • Are you passionate about paving your own way? Brite Side Benefits is seeking a driven person to pioneer a new business opportunity!About Brite Side Benefits: 1. We provide incredible employee benefits...
  • 3 Days Ago

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New Business Independent Agent
  • Brite Side Benefits
  • Valley, ND FULL_TIME
  • Are you passionate about paving your own way? Brite Side Benefits is seeking a driven person to pioneer a new business opportunity!About Brite Side Benefits: 1. We provide incredible employee benefits...
  • 4 Days Ago

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New Business Independent Agent
  • Brite Side Benefits
  • Detroit, MN FULL_TIME
  • Are you passionate about paving your own way? Brite Side Benefits is seeking a driven person to pioneer a new business opportunity! About Brite Side Benefits: 1. We provide incredible employee benefit...
  • 4 Days Ago

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Business Development Representative
  • Kinetic Leasing, Inc.
  • Fargo, ND FULL_TIME
  • KINETIC LEASING, INC. POSITION: Business Development / Account Executive SALARY RANGE: $50,000 to $60,000 – fixed base salary plus monthly commission/incentives HOURS OR WORK: Generally 8:00 a.m. to 5...
  • 1 Day Ago

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0 Annuities Representative (New Business) jobs found in West Fargo, ND area

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Customer Service Representative, Sanford Health
  • Sanford Health
  • Fargo, ND
  • Create Your Career With Us! Sanford Health is one of the largest and fastest-growing not-for-profit health systems in th...
  • 3/28/2024 12:00:00 AM

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Insurance Claims Representative
  • Choice Bank
  • Fargo, ND
  • As a Choice Insurance Claims Representative, you will obtain and gather needed claims information including police repor...
  • 3/27/2024 12:00:00 AM

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Food Service Support Representative
  • Core-Mark
  • Fargo, ND
  • Company Description Core-Mark continues to grow as the industry leader in fresh and broadline solutions for the convenie...
  • 3/25/2024 12:00:00 AM

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Patient Accounts Representative
  • Sanford Health
  • Fargo, ND
  • Create Your Career With Us! Sanford Health is one of the largest and fastest-growing not-for-profit health systems in th...
  • 3/25/2024 12:00:00 AM

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Payment Representative - Fargo, ND
  • Sanford Health
  • Fargo, ND
  • Create Your Career With Us! Sanford Health is one of the largest and fastest-growing not-for-profit health systems in th...
  • 3/25/2024 12:00:00 AM

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Insurance Representative - Full Time
  • Sanford Health
  • Fargo, ND
  • Create Your Career With Us! Sanford Health is one of the largest and fastest-growing not-for-profit health systems in th...
  • 3/25/2024 12:00:00 AM

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Patient Access Representative Float Registration |40Hrs/Week
  • Sanford Health
  • West Fargo, ND
  • Create Your Career With Us! Sanford Health is one of the largest and fastest-growing not-for-profit health systems in th...
  • 3/25/2024 12:00:00 AM

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Patient Access Representative, Float Registration | 40Hrs/Week
  • Sanford Health
  • West Fargo, ND
  • Create Your Career With Us! Sanford Health is one of the largest and fastest-growing not-for-profit health systems in th...
  • 3/25/2024 12:00:00 AM

West Fargo is a city in Cass County, North Dakota, United States. It is, as of the 2017 Census Estimates, the fifth largest city in the state of North Dakota with a population estimated at 35,708, and it is one of the state's fastest growing cities. West Fargo was founded in 1926. The city is part of the Fargo-Moorhead, ND-MN Metropolitan Statistical Area. West Fargo is located at 46°52′18″N 96°53′42″W / 46.87167°N 96.89500°W / 46.87167; -96.89500 (46.871749, -96.894966). According to the United States Census Bureau, the city has a total area of 14.72 square miles (38.12 km2), of which, 14...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$41,825 to $51,758
West Fargo, North Dakota area prices
were up 0.8% from a year ago