Annuities Representative (New Business) jobs in Rhode Island

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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Business Analyst
  • New York Technology Partners
  • Johnston, RI FULL_TIME
  • Job title: Business Analyst

    Location: Johnston, RI – Hybrid from day 1

    Type: Fulltime

    Visa- Visa Independent


    Job Description: Business Analyst, Payments domain (Swift Messaging, ISO messaging, wire payments, FX and charges).


    • 5-8 year of experience as Business Analyst/Product Owner

    • Should have strong domain knowledge in Banking and Financial Services in Payments domain for Wholesale/Corporate clients

    • Strong knowledge of ISO & Swift standards related to Payment messages (MT series & ISO 20022) and wires.

    • Knowledge on FX risk, pricing and complexity involved.

    • Experience in solutioning a middleware application.

    • Knowledge of Rest API is a must for eliciting high-level API requirements, formulating API specifications, collaborating with stakeholders, and ultimately shaping the API's structure.

    • Strong Analytical & problem-solving skills.

    • Experience creating detailed reports and giving presentations.

    • Excellent planning, organizational, and time management skills

    • Should be well versed with BA role and responsibilities, like understanding BRD, FRD writing and Managing E2E implementation.

    • Strong Communication (written & verbal) and excellent Stakeholder management Skills.

    • Exposure or good knowledge of agile methodologies is added advantage

    • Open to work as an individual contributor or in team as per project/client needs.

    • Having working knowledge/exposure to the Payment products like MTS is an added advantage

  • 4 Days Ago

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In-Shop Service Representative
  • Automated Business Solutions
  • Warwick, RI FULL_TIME
  • In-Shop Service Representative Automated Business Solutions has been a leader in the office equipment industry for over 30 years with 6 offices throughout Southern New England providing Office Equipme...
  • 18 Days Ago

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New Business Development Executive
  • Bradford Soap Works Inc
  • Warwick, RI FULL_TIME
  • Job Function: The successful candidate will be responsible for new market development and capture within the personal care industry, delivering sustainable and profitable growth for the company. This ...
  • 11 Days Ago

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Outside Sales Representative
  • National Federation of Independent Business (NFIB)
  • North, RI FULL_TIME
  • OverviewDo you have a passion for making a difference for small business in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe ...
  • 9 Days Ago

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Sales Representative
  • USA INSULATION OF NEW ENGLAND
  • East Greenwich, RI FULL_TIME
  • Benefits:401(k)Dental insuranceHealth insuranceVision insuranceBenefits/PerksSteady, competitive, and above-average payAdvancement opportunities availableOpportunities to generate more money through o...
  • 8 Days Ago

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Sales Representative
  • USA Insulation of New England
  • Providence, RI FULL_TIME
  • Benefits: 401(k) Dental insurance Health insurance Vision insurance Benefits/Perks Steady, competitive, and above-average pay Advancement opportunities available Opportunities to generate more money t...
  • 13 Days Ago

Rhode Island (/ˌroʊd -/ (listen)), officially the State of Rhode Island and Providence Plantations, is a state in the New England region of the United States. It is the smallest state in area, the seventh least populous, the second most densely populated, and it has the longest official name of any state. Rhode Island is bordered by Connecticut to the west, Massachusetts to the north and east, and the Atlantic Ocean to the south via Rhode Island Sound and Block Island Sound. It also shares a small maritime border with New York. Providence is the state capital and most populous city in Rhode Is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$46,841 to $57,969