Annuities Representative (New Business) Jobs

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. Requi ... res 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. More
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