Annuity Services Director jobs in South Carolina
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)
Recently Added Annuity Services Director jobs
Life & Annuity Agent - Irmo
- Auto Club Services Inc
-
Irmo, SC
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: Reports to (job title): Life Sales Manager I. Position Description Primary Duties and Responsibilities (details of the basic job functions): The Life and Annuity Agent will customarily and regularly be engaged in outside sales activities away from their assigned AAA branch (or away from their remote office if working remotely). Examples may include: 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. Follow-up appointments conducted in person outside the branch or home office. The Life and Annuity Agent will 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. The Agent will 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. Supervisory Responsibilities (briefly describe, if applicable, or indicate None): None II. Required Qualifications (these are the minimum requirements to qualify) Education (include minimum education and any licensing/certifications): High School Diploma or equivalent 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. Experience: Minimum of 2 years experience with a proven record of successfully soliciting and selling life insurance products. Experience selling intangible products. Knowledge and Skills: 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. III. Preferred Qualifications College level coursework LUTCF or FSCP certification Professional designations through the American College of Financial Services Strong knowledge of features and benefits of ACG’s comprehensive product portfolio Knowledge of ACG systems for policy sales, quoting, etc. IV. Work Environment Frequent (up to 80% of work time) travel required with exposure to road hazards and temperature extremes. 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. 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.
- 1 Month Ago
Remote Insurance Follow-Up Representative (Medi-Cal)
- Annuity Health
-
, SC
FULL_TIME
- A Remote Insurance Follow-Up Representative (MediCal) will be responsible for all collection functions for hospital and physician services. This primary responsibility of this position is account reso...
- 1 Month Ago
Director of Emergency Services
- Texas Nursing Services
-
Myrtle, SC
FULL_TIME
- Job Summary:We are seeking a Director of the Emergency Services Department to oversee and manage the growth, development, and personnel management of the department. The ideal candidate will ensure co...
- 18 Days Ago
Director Emergency Services
- Texas Nursing Services
-
Charleston, SC
FULL_TIME
- 🚨 Join Our Dynamic Healthcare Team in Charleston, SC! 🚨$125,881 💼 - $213,610Are you a passionate healthcare professional ready to take on an exciting leadership role? Look no further! We're seeking...
- 18 Days Ago
Director Emergency Services
- Texas Nursing Services
-
Myrtle, SC
FULL_TIME
- Director of Emergency Services – Myrtle Beach, SC 29572Salary: $95,180 - $152,276.Bonus Incentives: 15-22.5% potential.Sign-On Bonus: Up to $10,000.Relocation: Up to $10K for qualified candidates.Posi...
- 26 Days Ago
Director Of Emergency Services
- Texas Nursing Services
-
Charleston, SC
FULL_TIME
- Director Emergency Services📍 Charleston, SC💰 Annualized Compensation: $100,000 - $150,000Benefits:🏥 Part of a renowned healthcare network.🩺 Award-winning Heart Center and Robotic Surgery Institute...
- 29 Days Ago
Annuity Services Director jobs at Popular Companies
Director of Operations
- UHC Solutions
-
Los Angeles, CA
- The Director of Clinic Operations is responsible for the overall planning, development, coordination, implementation and...
- 4/26/2024 12:00:00 AM
Dental Director
- UHC Solutions
-
Fort Dodge, IA
- WE ARE HIRING A DENTAL DIRECTOR! Community Health Center of Fort Dodge is hiring a Dental Director to join our exception...
- 4/24/2024 12:00:00 AM
Executive Director
- Ambercare
-
Albuquerque, NM
- Ambercare is looking for a full-time Executive Director to join our fast growing hospice team in the city of Albuquerque...
- 4/23/2024 12:00:00 AM
Operations Director
- Chick-fil-A
-
Wyncote, PA
- Thank you for your interest at a great career opportunity with Chick-fil-A. Here, you are taking the first step towards ...
- 4/22/2024 12:00:00 AM
Director of Preconstruction
- Wallick Communities
-
New Albany, OH
- Description Wallick’s Construction team is currently seeking an experienced Construction professional for a Director of ...
- 4/3/2024 12:00:00 AM
Program Director
- ChanceLight Behavioral Health, Therapy, & Education
-
Poulsbo, WA
- 🚩 Starting Rate: $90K +💸 ChanceLight Behavioral Health, Therapy, & Education, a growing, dynamic organization with a s...
- 4/2/2024 12:00:00 AM
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
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
About South Carolina
South Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the Southeastern United States and the easternmost of the Deep South. It is bordered to the north by North Carolina, to the southeast by the Atlantic Ocean, and to the southwest by Georgia across the Savannah River.
South Carolina became the eighth state to ratify the U.S. Constitution on May 23, 1788. South Carolina became the first state to vote in favor of secession from the Union on December 20, 1860. After the American Civil War, it was readmitted into the United States on June 25, 1868.
South Carolina is the 40th most extensive and 23...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$128,686 to $173,816
Most Popular Cities in South Carolina for Annuity Services Director Jobs
What does an Annuity Services Director do?
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