Annuity Services Director jobs in New Mexico

Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Looking for Life and Annuity Pros
  • The Griffin Agency
  • Conejo, NM FULL_TIME
  • Who We Are:

    We are an insurance technology and distribution platform that is transforming the industry. We have developed a paperless, data driven underwriting process that allows us to issue policies in less than one minute. We are one of the top distributors of digital life insurance policies in the world. We have an in-house marketing team that is generating exclusive client requests for our advisors. We are the only organization in the industry that owns both the technology platform and the distribution channels. We will gross more than $250 million in premiums this year and we are valued at more than $3 billion.

    Our Vision:

    We are transforming the life insurance industry with technology and business systems that create a frictionless experience for clients and provide cutting edge tools to our advisors.

    Client Acquisition:

    We have our own in-house marketing team that generates approximately 20,000 new client requests per week, exclusively for our advisors. We use a data driven approach that is constantly fine-tuned to find and be found by motivated clients who have a need and desire to buy life insurance.

    Our system includes targeted direct mail and digital content that goes out to homeowners. Those homeowners who are interested in what we offer will personally respond through an online link, scanning a QR code on the direct mail piece, or by calling in and requesting us to contact them and set a virtual appointment over zoom to review their options. There is no cold calling. Only those who have requested the information will be contacted. Our system is very effective allowing many of our advisors to earn over $120k in the first year regardless of experience.

    Client Fulfillment:

    As a client advisor you will have access to our technology driven CRM to connect with clients who have requested a consultation, the automation will set a virtual appointment from home or anywhere to help them apply for the best plan for their needs. The system will send a calendar event with a one-click link to connect for the virtual meeting. Our full-time advisors will connect with 10 to 15 families per week. We provide ongoing training and support for our advisor partners. Some of our advisors start on a part-time basis and gradually move to full-time.

    In addition to generating client requests, we have created a Direct-to-Consumer platform for independent insurance advisors to leverage. What is it? A Direct-to-Consumer platform allows clients to buy an insurance policy on their own, from their desktop, laptop, tablet, or smartphone.

    The advisor who sent them to the site through a unique link gets paid the commission for the sale! Our client advisors earn income 24/7 by driving traffic from social media, your warm market, and clients who prefer to get coverage on their own time, while still meeting with other clients virtually! Now you can leverage InsurTech for yourself.

    You as the client advisor have access to real-time dashboards for status updates on all applications so that you can track how your 24/7 storefront is performing. We are empowering our agents with leading-edge systems and technology.

    Advisor Compensation:

    The average compensation is about $1,000 per issued client application. Our average full-time advisors will enroll at least five clients per week. Our top advisors will protect 15 to 20 clients per week. In addition to commissions, you will earn overrides, bonuses, residuals, and all-expense-paid incentive travel. You are vested from day one. You may qualify for equity incentives. You may qualify for an agency contract, which gives you full ownership of your permanent residual income stream.

    Expectations:

    This position is remote and combines the freedom and tax benefits of being an independent contractor, with the ongoing support and coaching from our team of experts who will help you every step of the way. You will be accountable for your activity and results. Rapid advancement into leadership is available. We are transforming the industry and we will provide the training, coaching, and tools you need to be a part of this great transformation. You will bring your drive, vision for your future, and desire to make an impact in the lives of others.

    Main Duties and Responsibilities:

    • Be Accountable for your activity and results
    • Attend live zoom training sessions every week
    • Lead by example
    • Ask for help when you need it
    • Commit to personal growth and development
    • Attend national company events
    • Demonstrate high moral character with every interaction
    • Become a student of our business systems and methods

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  • 1 Day Ago

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Executive Director (IDD Services)
  • Community Options, Inc.
  • Santa Fe, NM FULL_TIME
  • Community Options, Inc. is a national non-profit agency providing services to individuals with disabilities in 12 states.We are seeking an Executive Director to lead and manage our Santa Fe, NM operat...
  • 3 Days Ago

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Director Of Clinical Services (RN)
  • The Bombadil Group
  • Taos, NM FULL_TIME
  • Job Summary: The director of clinical services is a high-level position with the primary responsibility of ensuring that healthcare staff have the essential resources to treat patients well. As the Di...
  • 3 Days Ago

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Director - Cardiovascular Services
  • SC Staffing, Inc.
  • Las Cruces, NM FULL_TIME
  • Job Title: Director - Cardiovascular ServicesSalary Range: $125,000.00 - $150,000.00 USDSigning Bonus: YesBonus Description: Relocation assistance up to $10kRelocation Package: PartialJob Description:...
  • 3 Days Ago

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Director of Residential Services
  • Community Options Job Board
  • Santa Fe, NM FULL_TIME
  • Community Options, Inc. is a national non-profit agency providing services to individuals with disabilities in 12 states. We are actively seeking a Director of Residential Services in Santa Fe, NM. Th...
  • 3 Days Ago

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Director of Nutrition Services - Perm
  • Perm - CTTX Health
  • Los Alamos, NM FULL_TIME
  • Director of Nutrition Services - Leading the Way to Healthy EatingCTTX HealthAre you passionate about promoting healthy eating and providing quality nutrition services? Join CTTX Health as our Directo...
  • 3 Days Ago

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Director
  • Leadenhall Search & Selection
  • Leadenhall Search and Selection are working with a global consulting firm, specialising in talent strategies. With a foc...
  • 6/10/2024 12:00:00 AM

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Director
  • New York Kids Club
  • New York, NY
  • Job Type Full-time Description NY Kids Club & NY Preschool is New York's premier children's enrichment space and accredi...
  • 6/10/2024 12:00:00 AM

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Director
  • Cyfle
  • Columbus, OH
  • About the job Director Salary: $ 156,500.00 We have partnered with a civil engineering firm in the Columbus, OH to provi...
  • 6/9/2024 12:00:00 AM

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Director
  • Chick-fil-A
  • Las Vegas, NV
  • Description Our vision is to serve our community with care by creating a workplace environment that is fun and serves ou...
  • 6/9/2024 12:00:00 AM

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Director
  • University of Texas at Dallas
  • Richardson, TX
  • Posting Details Posting Details Posting Number S05701P Position Title Director Functional Title Director, International ...
  • 6/9/2024 12:00:00 AM

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Associate Director/Director
  • BioPhase
  • San Diego, CA
  • We seek an enthusiastic and highly motivated DMPK Lead to join our seasoned drug discovery and early development team. Y...
  • 6/8/2024 12:00:00 AM

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Director
  • Bridgestone Academy
  • Powder Springs, GA
  • Job Description Job Description Previous experience as an Assistant Director in Childcare Must be familiar with BFTS rul...
  • 6/8/2024 12:00:00 AM

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Photo Director/Associate Photo Director
  • Aquent
  • Milwaukee, WI
  • FANTASTIC PHOTO DIRECTOR OPPORTUNITY RELOCATION Assistance Provided if Needed Our client, a leading provider of shipping...
  • 6/7/2024 12:00:00 AM

New Mexico (Spanish: Nuevo México Spanish pronunciation: [ˈnweβo ˈmexiko] (listen), Navajo: Yootó Hahoodzo pronounced [jòːtxó xɑ̀xʷòːtsò]) is a state in the Southwestern region of the United States of America; its capital and cultural center is Santa Fe, which was founded in 1610 as capital of Nuevo México (itself established as a province of New Spain in 1598), while its largest city is Albuquerque with its accompanying metropolitan area. It is one of the Mountain States and shares the Four Corners region with Utah, Colorado, and Arizona; its other neighboring states are Oklahoma to the north...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$126,233 to $170,507

Annuity Services Director in Los Angeles, CA
The Senior Management Service Optional Annuity Program (SMSOAP) is a defined contribution plan qualified under section 401(a) of the Internal Revenue Code administered by the Florida Department of Management Services (department).
January 25, 2020
Annuity Services Director in Santa Barbara, CA
Complete the W-9 Form in order to receive annuity payment from the Commonwealth.
January 27, 2020
Annuity Services Director in Anaheim, CA
Complete this form to have your annuity payment deposited directly into your bank account.
February 06, 2020