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)
The Business Development Representative maintains and expands relationships with assigned Select Employer Groups (SEGs) while servicing SEG account needs. This position is responsible for achieving penetration goals and strategic objectives within the Business Development Department to broaden relationships with assigned organizations. The incumbent will support the SEG onboarding process and serves as the point of contact for executing activities increasing member growth for assigned entities. Incumbent is expected to independently connect with and expand business relationships to grow GNO’s membership in this segment.
Principal Accountabilities And Functions
Required Qualifications
Previous Marketing or Business Development experience. Financial Institution experience a plus.
Competencies
WORKING CONDITIONS:
This position description is not necessarily all inclusive in terms of work detail.
EOE