Annuities Representative (New Business) jobs in Ohio

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)

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Senior New Business Representative
  • Glidepath Holdings, Inc.
  • Cincinnati, OH FULL_TIME
  • Description As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers’ unique needs – whether it’s protecting their hard-earned savings, receiving guaranteed income or providing for loved ones. MassMutual Ascend is proud to offer customers a level of strength and stability they can count on for years to come. The Opportunity As a Senior New Business Representative, you will interact with internal and external associates to facilitate the issuing of annuity policies. You will work with senior members of your team in a fast-paced environment as well as aiding other areas of the business, mentoring junior level associates. This position has a formal career progression plan in place. Job Responsibilities Reviews and processes new applications for annuity policies. Initiates the transfer of funds to fund pending annuity policies. Verifies applications for completeness. Demonstrates working knowledge of regulatory, technical and/or underwriting guidelines to access applications for compliance. Facilitates the suitability review and legal review of applications as necessary. Complies with company and regulatory guidelines/requirements. Refers more complex matters to senior level employees. Responds to routine inquiries from internal and external customers appropriately and timely, which includes telephone calls, emails, faxes, etc. Enters new applications into the appropriate systems in accordance with high quality and quantity standards. Must learn multiple operating systems and use as appropriate. May provide training to lower-level employees. Performs other duties as assigned. Minimum Qualifications High School Diploma or equivalent. Ideal Qualifications Minimum of one year of related experience in a similar line of business. What to Expect Focused one-on-one meetings with your manager Ongoing opportunities for development and learning Working in a fast-paced environment with available flexible work schedules A place to grow your career in a culture that inspires, rewards and develops employees Small company feel with a focus on meeting customer’s needs today and also well into the future #LI-MM1 Why Join Us. At MassMutual Ascend, our collaborative culture is key to our success. It’s the reason we’re a leading provider of annuities today, and it’s the reason we’ll continue rising to the top tomorrow. A career at MassMutual Ascend means you’ll contribute to our mission of taking financial futures above and beyond – and you’ll be inspired to reach your own goals, too. As a wholly owned subsidiary of MassMutual, MassMutual Ascend continues to be an employer of choice in the Cincinnati, Ohio community. MassMutual Ascend Life Insurance Company is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. At MassMutual Ascend we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.. MassMutual Ascend Life Insurance Company has a strong history, competitive market position and a sharp focus on service for both clients and distributors. We are a respected leader in the annuity market, particularly with fixed annuities and fixed indexed annuities sold through third party distribution. As a wholly owned subsidiary of MassMutual, MassMutual Ascend Life Insurance Company continues to be an employer of choice in the Cincinnati, Ohio community.
  • 12 Days Ago

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New Business Sales Representative
  • Rumpke of Ohio, Inc.
  • Lima, OH FULL_TIME
  • DescriptionNew Business Sales Representatives are responsible to prospect and generate new commercial business. This position requires cold calling on commercial accounts in the field to generate new ...
  • 15 Days Ago

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New Business Sales Representative
  • Rumpke of Ohio, Inc.
  • Bucyrus, OH FULL_TIME
  • DescriptionNew Business Sales Representatives are responsible to prospect and generate new commercial business. This position requires cold calling on commercial accounts in the field to generate new ...
  • 16 Days Ago

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New Business Sales Representative
  • Rumpke of Ohio
  • Ironton, OH FULL_TIME
  • New Business Sales Representatives are responsible to prospect and generate new commercial business. This position requires cold calling on commercial accounts in the field to generate new contracted ...
  • 10 Days Ago

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New Business Sales Representative
  • Rumpke
  • Ironton, OH FULL_TIME
  • New Business Sales Representatives are responsible to prospect and generate new commercial business. This position requires cold calling on commercial accounts in the field to generate new contracted ...
  • 11 Days Ago

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New Business Sales Representative
  • Rumpke
  • Bucyrus, OH FULL_TIME
  • New Business Sales Representatives are responsible to prospect and generate new commercial business. This position requires cold calling on commercial accounts in the field to generate new contracted ...
  • 20 Days Ago

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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

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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

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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

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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

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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

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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

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$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

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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

Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus. The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,880 to $54,304