Annuities Representative (New Business) jobs in Arizona
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)
Recently Added Annuities Representative (New Business) jobs
New Business Representative
- Robert Half
-
Scottsdale, AZ
PER_DIEM
- We have new openings below with a Life Insurance company in Scottsdale! If you are interested, apply today with your updated resume. If selected, you will receive a call back from our team! If you do not hear back from us, you have not been selected to move forward. We will share additional opening as they are in. New Business Assistant $20 | Schedule M – F 7:30AM – 4:30PM | Location: E. Bell Rd & 101 85255 FULLY ONSITE, NOT REMOTE. Verify producer appointment and producer training requirements for each application.Scrub each application and ancillary documents for completeness and accuracy. Verify correct forms used for state and product selected.Accurately input into systems client and product information for new applications.Follow NAIC replacement regulations for notifying ceding carrier of possible replacements. Create replacement notification letters with required enclosures within the defined time frame.Review transfer requests for in good order status, create letter of acceptance to send to ceding carrier with required enclosures for requesting a transfer of funds.Review incoming requirements, correspondence for in good order status.Properly document communications to/from producers and others concerning matters specific to each case.Assist with supporting phone calls with both clients and producers.
- 14 Days Ago
Internal Wholesaler - Annuities
- Annexus Group
-
Scottsdale, AZ
FULL_TIME
- Wholesaling proprietary products for the largest independent product development company in the annuity industry, the Internal Sales Director - Annuities Wholesaler will be primarily responsible for w...
- Just Posted
Case Design - Annuities
- The Quantum Group, USA, LLC
-
Scottsdale, AZ
FULL_TIME
- Quantum’s Case Design Division - in The Financial IndustryWe are looking for a proactive candidate that wants to learn sales and distribution in a company that offers exponential room to grow in the f...
- 1 Day Ago
Associate Service Consultant - Annuities
- LPL Financial Corp
-
Tempe, AZ
FULL_TIME
- Are you a team player? Are you curious to learn? Are you interested in supporting others as they grow their business? Are you interested in being part of a team that is working to transform and do thi...
- 14 Days Ago
Internal Annuities Wholesaler
- Annexus Group
-
Scottsdale, AZ
FULL_TIME
- Job Description: Wholesaling proprietary products for the largest independent product development company in the annuity industry, the Wholesaler will be primarily responsible for annuity sales result...
- 2 Months Ago
Sales representative
- Summit Business Group
-
Prescott, AZ
FULL_TIME
- Company : Summit Business Group Position : Direct Sales Representative Number Of Openings : 1 Territory Sales 1 Territory Sales About Us : Summit Business Group is a rapidly growing insurance agency c...
- 2 Days Ago
Annuities Representative (New Business) jobs at Popular Companies
Tenant Representation Broker
- Pope Corporation
-
Houston, TX
- Commercial Real Estate Broker - Tenant Representation - Business Development (National Accounts) Company: Pope Corporati...
- 6/11/2024 12:00:00 AM
Client Service Representation- Deer Valley
- Banfield Pet Hospital
-
Phoenix, AZ
- Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") ...
- 6/11/2024 12:00:00 AM
Customer-Facing Client Representive
- 500 Republic Inc
-
Indianapolis, IN
- Job Description Job Description Customer-Facing Client Representative New customers are vital to a company’s success. At...
- 6/10/2024 12:00:00 AM
Customer Care Representive
- Kelly Services, Inc.
-
Winchester, VA
- Kelly Now Hiring for a Premier Company in Winchester Customer Service Representatives Handle customer inbound/outbound c...
- 6/10/2024 12:00:00 AM
Customer Care Representive
- Kelly
-
Stephenson, VA
- Kelly Now Hiring for a Premier Company in Winchester Customer Service Representatives Handle customer inbound/outbound c...
- 6/10/2024 12:00:00 AM
Customer Service Representive
- City of Arlington, TX
-
- Customer Service Representive Location Planning and Development Services Work Status Full Time THIS POSITION WILL BE OPE...
- 6/8/2024 12:00:00 AM
$20/hr. Customer Service Representive - Onsite
- RemX
-
Irving, TX
- Job Description Job Description ***NOW HIRING*** Onsite Customer Service Representatives in Irving, TX. End of March Sta...
- 6/7/2024 12:00:00 AM
Inside Sales Representive
- Roofers Supply - Ogden
-
Ogden, UT
- An Inside Sales Representative will assist our walk-in customers directly, coordinate closely with our outside sales for...
- 5/7/2024 12:00:00 AM
About Arizona
Arizona (/ˌærɪˈzoʊnə/ (listen); Navajo: Hoozdo Hahoodzo Navajo pronunciation: [xòːztò xɑ̀xòːtsò]; O'odham: Alĭ ṣonak Uto-Aztecan pronunciation: [ˡaɺi ˡʂonak]) is a state in the southwestern region of the United States. It is also part of the Western and the Mountain states. It is the sixth largest and the 14th most populous of the 50 states. Its capital and largest city is Phoenix. Arizona shares the Four Corners region with Utah, Colorado, and New Mexico; its other neighboring states are Nevada and California to the west and the Mexican states of Sonora and Baja California to the south and so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,700 to $54,082