| Annuities Representative (New Business) Job Description |
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| The following is a full job description for Annuities Representative (New Business). Here are the requirements and responsibilities for Annuities Representative (New Business) along with statistics. If after reading this page you determine that Annuities Representative (New Business) is not the position you are looking for, you may want to try one of these similar titles: Annuities Representative (New Business), Annuities Supervisor (New Business), Annuities Director (New Business), Annuities Customer Service Representative, New Accounts Representative I, New Accounts Representative II, New Accounts Representative III, Business Development Associate II, Business Development Associate III, Business Development Associate IV |
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| Requirements and Responsibilities For Annuities Representative (New Business) |
| Responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. 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. 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. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related experience. |
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| Also referred to as: Business Development Representative -Annuities |
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| Similar Jobs: Annuities Representative (New Business), Annuities Supervisor (New Business), Annuities Director (New Business), Annuities Customer Service Representative, New Accounts Representative I, New Accounts Representative II, New Accounts Representative III, Business Development Associate II, Business Development Associate III, Business Development Associate IV |
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| Level of Education: Annuities Representative (New Business) Salaries with an Associate's Degree, Annuities Representative (New Business) Salaries with a Bachelor's Degree, Annuities Representative (New Business) Salaries with a Master's Degree or MBA, Annuities Representative (New Business) Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Business Services, Financial Services, Insurance | |
