Annuity Services Director jobs in Michigan

Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Life & Annuity Agent - Kalamazoo/Portage
  • Auto Club Services Inc
  • Kalamazoo, MI FULL_TIME
  • It’s a great time to join AAA The Auto Club Group! JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Hourly, Salary Job Description: Why Choose a Career with the AAA - The Auto Club Group (ACG) Established brand that has been around for over 100 years. Our members know and trust us! Branch offices present a unique dynamic for selling LEADS, LEADS, LEADS – company provided leads as well as the opportunity to sell to the existing membership base Walk-in traffic also provides the chance for selling opportunities Life Insurance Specialists receive 100% backing from one of America’s most trusted brands to include paid training A DAY IN THE LIFE of a Life & Annuity Agent The Auto Club Group is seeking Life & Annuity Sales Agents who will customarily and regularly be engaged in sales activities inside and away from their assigned AAA branch. You will be challenged to drive new business with competitive products and help retain The Auto Club Groups 14 million members. Making connections with persons physically outside of the office, such as visiting businesses, retail or office locations, real estate agents, mortgage companies, or other partners where a customer referral network and relationships can be created Attending AAA sponsored marketing events to further sales efforts Participation in local activities, such as charity, school, community, or sporting events to leverage as marketing opportunities and to generate potential prospects Physical interaction and representing AAA within the community by wearing AAA apparel, exchanging business cards, garnering attention of prospects and generating interest in those who could do business as an AAA customer of mine today or in the future Prospecting (excludes work from assigned office location, to include home office if applicable) for new Discounts & Rewards partners, Group Membership opportunities, Approved Auto Repair locations, or Join2Give organizations, to name a few to help develop new customers Schedule follow-up appointments conducted in person, outside the branch or home office Solicit and sell Life and Health products under minimal supervision Learn various product features and marketing and sales techniques necessary to perform duties Develop leads and prospects new accounts through various marketing activities (mailings, referrals, networking, website, sales.com, seminars, etc.) Successfully complete commission validation program Develop leads and prospects for the purpose of conducting fact finding interviews to determine needs for coverage Prepare proposals, and conduct closing interviews for Life and Health Insurance sales Complete appropriate applications and forms and follows internal processing procedures to ensure transactions are handled in accordance with company policies and practices Work collaboratively with others in the Branch to reach business goals, maximize leads, sales opportunities and take advantage of cross-sell opportunities Assist Underwriting and Brokerage Departments in satisfying requirements Respond to customer inquiries and problems and ensure sound-sales practices are used Prepare reports documenting prospecting and sales activities and maintains specified production standards and persistency levels for Life and Health insurance What it’s like to work for The Auto Club Group: Serve our members by making their satisfaction our highest priority Do what’s right by sustaining an open, honest and ethical work environment Lead in everything we do by offering best-in-class products, benefits and services ACG values our employees by seeking the best talent, rewarding high performance and holding ourselves accountable HOW WE REWARD OUR EMPLOYEES Average 1st year earnings $45,000-$50,000 Average 2nd year earnings $70,000 A guaranteed base salary of $25,000 plus uncapped commissions ACG offers excellent and comprehensive benefits packages: Medical, dental and vision benefits 401k Match Paid parental leave and adoption assistance Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays Paid volunteer day annually Tuition assistance program, professional certification reimbursement program and other professional development opportunities AAA Membership Discounts, perks, and rewards and much more Excellent opportunities to build a career path: Pursue corporate leadership roles in the Distribution channel or elsewhere in the organization, such as: Field Sales Leadership Learning & Development Underwriting Claims Pricing & Product Development Marketing WE ARE LOOKING FOR CANDIDATES WHO Required Qualifications: Possession of valid state Life Sales licenses Ability to take and pass LUTC or CLU coursework Maintain Life and Health licenses required to sell products Possession of a valid State driver’s license Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products Education High School diploma or equivalent Work experience Minimum of 1-2 years' experience with a proven record of successfully soliciting and selling life insurance products Experience selling intangible products Successful candidates will possess: Strong working knowledge of Life Insurance and Annuity products and services Ability to listen to and analyze customer needs and make recommendations to customers that best fit customers’ needs and to promote a positive Member experience Effectively communicate complex information with prospective clients in a clear manner Ability to prepare proposals, and conduct closing interviews to sell Life and Annuity products. Assessing and reflecting customer insurance requirements consistent with company standards when writing policies Ability to perform mathematical calculations to determine premiums and values of Life insurance policies Ability to build and maintains strong relationships with customers Prospecting and developing new sales opportunities and meeting production requirements Ability to work collaboratively with all team members to attain business goals. Strong communication skills with others in the Branch to keep partners and branch management informed on sales and the disposition of any partner generated leads Understands and can articulate to customers the tax and legal impacts the products have on Members Strong organization, planning, time management and administrative skills Representing Auto Club Life in a professional and positive manner Safely operating a motor vehicle to travel to various locations to attend meetings Proficient writing skills to compose routine correspondence Working independently with minimal supervision Knowledge of MS Office applications: Word, Excel, PowerPoint, and Outlook Ability and willingness to work irregular hours including evenings and weekends Work Environment Office based position in branch office May visit clients at their residence, place of work, at the branch office or at other business locations. May work outside at an ACG sponsored event - with exposure to various weather conditions #LI-TT2 Who We Are Become a part of something bigger. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14 million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance. And when you join our team, one of the first things you’ll notice is that same, whole-hearted, enthusiastic advocacy for each other. We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger. To learn more about AAA The Auto Club Group visit www.aaa.com Important Note: ACG’s Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level. The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements. The Auto Club Group, and all its affiliated companies, is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position. IF YOU ARE A CURRENT ACG EMPLOYEE, PLEASE APPLY INTERNALLY THROUGH WORKDAY JOBS HUB. The Auto Club Group (ACG) provides membership, travel, insurance and financial services offerings to approximately 13 million members and customers across 14 states and 2 U.S. territories through the AAA, Meemic and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.
  • 30 Days Ago

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Life & Annuity Sales Agent - Commerce Township
  • Auto Club Services Inc
  • Commerce, MI FULL_TIME
  • It’s a great time to join AAA The Auto Club Group! JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Salary Job Description: Why Choose a Career with the AA...
  • 2 Days Ago

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Annuity External Wholesalers
  • Alpha Solutions Management
  • Okemos, MI FULL_TIME
  • We’re Hiring Experienced Annuity External Wholesalers NOW!!! Are you tired of feeling like a commodity as a wholesaler? You build a big business for that company, to find out cuts will be made to your...
  • 10 Days Ago

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Director of Children's Services
  • SOS Community Services
  • Ypsilanti, MI FULL_TIME
  • POSITION TITLE: Director of Children’s Services REPORTS TO: Chief Operating Officer SUPERVISES: PAT Parent Educators, Fatherhood Coordinator, Belleville Data Entry, Ypsilanti Parenting Network Coordin...
  • 1 Day Ago

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Director of Nursing Services
  • Altercare Integrated Health Services
  • Big Rapids, MI FULL_TIME
  • Altercare Big Rapids Director of Nursing Services | DNS | $7500 sign on bonus Are you looking to join an exciting team? Then we’ve got a great career opportunity for you! Altercare Integrated Health S...
  • 1 Month Ago

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Director of Social Services
  • Trilogy Health Services
  • Muskegon, MI FULL_TIME
  • What You Can Expect:Weekly pay, health and dental after your first month, student loan repayment, a competitive 401(k) match, and more! Make a living while you make a difference at Trilogy Health Serv...
  • 1 Month Ago

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Project Director
  • BluSky
  • Minnetonka, MN
  • BRIEF DESCRIPTION: The construction Project Director is responsible for managing and closing new business opportunities ...
  • 4/18/2024 12:00:00 AM

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Project Director
  • BluSky
  • Orlando, FL
  • BRIEF DESCRIPTION: This is a highly compensated position with commission potential Base Salary Range is $70,000 - $100,0...
  • 4/17/2024 12:00:00 AM

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Director of Operations
  • UHC Solutions
  • Los Angeles, CA
  • The Director of Clinic Operations is responsible for the overall planning, development, coordination, implementation and...
  • 4/16/2024 12:00:00 AM

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Director, FP&A
  • ADP
  • Norfolk, VA
  • ADP is hiring a Director of Finance. Do you enjoy deciphering the hidden insights within complex data to make recommenda...
  • 4/5/2024 12:00:00 AM

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P3M Director
  • Leidos
  • Bristol, GB
  • Description P3M Director Programme Name: LCST Location: There is flexibility around remote working, with potentially 3 d...
  • 4/4/2024 12:00:00 AM

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Director of Stewarding
  • The Newbury Boston
  • Boston, MA
  • Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 4/1/2024 12:00:00 AM

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Director of Rehab
  • Tender Touch Rehab Services, LLC
  • Brick, NJ
  • Overview: Must be a licensed and or a registered therapist to be considered. ** EXCLUSIVE NEW JOB OPPORTUNITY!!** ***Hig...
  • 2/21/2024 12:00:00 AM

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Executive Director
  • Life Space Communities
  • Amarillo, TX
  • Community: The Craig Address: 5500 SW 9th Ave Amarillo, Texas 79106 Pay Range $139,900. 00-$202,912. 50+ Annual Live you...
  • 9/22/2023 12:00:00 AM

Michigan consists of two peninsulas that lie between 82°30' to about 90°30' west longitude, and are separated by the Straits of Mackinac. The 45th parallel north runs through the state—marked by highway signs and the Polar-Equator Trail—along a line including Mission Point Light near Traverse City, the towns of Gaylord and Alpena in the Lower Peninsula and Menominee in the Upper Peninsula. With the exception of two small areas that are drained by the Mississippi River by way of the Wisconsin River in the Upper Peninsula and by way of the Kankakee-Illinois River in the Lower Peninsula, Michigan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$134,548 to $181,734

Annuity Services Director in Los Angeles, CA
The Senior Management Service Optional Annuity Program (SMSOAP) is a defined contribution plan qualified under section 401(a) of the Internal Revenue Code administered by the Florida Department of Management Services (department).
January 25, 2020
Annuity Services Director in Santa Barbara, CA
Complete the W-9 Form in order to receive annuity payment from the Commonwealth.
January 27, 2020
Annuity Services Director in Anaheim, CA
Complete this form to have your annuity payment deposited directly into your bank account.
February 06, 2020