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)
EDUCATION
Bachelor's degree required in a relevant area; Graduate degree in human resource management, business, healthcare administration, law, or a similar program with an analytic focus preferred.
EXPERIENCE
Five (5) to seven (7) or more years as either an HR generalist, manager, or consultant preferably in a complex healthcare organization with demonstrated expertise in at least three functional HR areas. Consideration will be given to Yale New Haven Health HR Division employees based on work performance in lieu of the above years of experience requirement.
SPECIAL SKILLS
Strong knowledge of HR laws and regulations. Excellent relationship management as well as project management skills. Excellent communicator, high levels of emotional intelligence, able to provide specific guidance to clients while maintaining an environment of collaboration and partnership. Proven team player with excellent interpersonal communication and organizational skills. Strong analytical skills and experience with data analysis, metrics, and reporting. Ability to understand business plans and to develop impactful HR solutions in response to those plans. Highly collaborative, able to build strong relationships with HR colleagues to drive results to the clients and HR. Ability to positively influence employees/leaders at all levels to drive outcomes. Critical thinking and creative problem solving. Demonstrated ability to manage multiple and sometimes competing priorities. Strong ability to deal with ambiguity and lead others during periods of intense change.
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