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 New Business Representative reports to the New Business & Renewals Department Manager and is part of the
MWG-International Division. The position a non-exempt, hourly role and is located at
75 Valencia Avenue, Suite 801, Coral Gables, Florida 33134.
GENERAL JOB DUTIES AND RESPONSIBILITIES:
The New Business Representative will be responsible for processing new business applications for customers. The person in this position will need to have strong attention to details and the ability to communicate and educate clients and agents who may not understand the specific details of their insurance policies. Quick thinking and problem-solving skills are also required. To perform the job successfully, the employee must be able to perform each essential duty satisfactorily. The requirements listed here are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EXPERIENCE AND EDUCATION REQUIREMENTS:
WORKING ENVIRONMENT:
JOB ESSENTIAL REQUIREMENTS:
The following are job functions that an employee must be capable of performing with or without reasonable accommodation.
REASONABLE ACCOMODATIONS:
Morgan White Group will reasonably accommodate qualified individuals with a disability so that they can perform the essential functions of a job, unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to Morgan White Group.
EQUAL OPPORTUNITY EMPLOYER:
MWG is an Equal Opportunity Employer, committed to the principles of the EEOC. All employment decisions are based upon each person's qualifications, abilities, and performance. Our company works to provide an environment where human dignity prevails and all employees and applicants for employment receive equal consideration and fair treatment, without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.