Annuities Representative (New Business) jobs in Indiana

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)

W
Business Development Representative
  • Wildman Business Group, LLC
  • Griffith, IN FULL_TIME
  • Responsibilities and Essential Duties of the Business Development Representative: 
    • Generates and develops new business to meet specified sales goals. 
    • Conducts 1 call block/office day per week and 4 field days per week. 
    • Achieves 10 or more weekly face to face appointments. 
    • Accomplishes 20 or more field based cold calls per week. 
    • 100% utilization of salesforce CRM after every call and appointment. 
    • Responds to all inquiries and requests in a timely and professional manner. 
    • Prepares and presents sales proposals. 
    • Plans and manages potential prospects in large sales territory. 
    • Understands and communicates information regarding company products, services, and policies and procedures to new/potential customers. 
    • Possesses and maintains thorough knowledge of Wildman industry product information. 
    • Continually gathers information on local competition and prevalent industry and business climate within given territory; communicates information to management and others as needed. 
    • Negotiates contracts/service agreements. 
    • Ensures that all required client paperwork is complete, accurate, and submitted on time. 
    • Provides timely and accurate reports as required. 
    • Attends and participates in business/trade events as necessary. 
    • Attends and participates in team strategic sales meetings. 

     

    Requirements and Qualifications: 

    • Must be a self-starter and proactive. 
    • Commitment to excellence and high standards. 
    • Excellent written and verbal communication skills. 
    • Good judgment with the ability to make timely and sound decisions. 
    • Creative, flexible, and innovative team player. 
    • Demonstrated ability to make successful presentations to individuals and/or groups at all levels of an organization. 
    • Strong organizational skills; able to manage priorities and workflow. 
    • Ability to work independently and as a member of various teams and committees. 
    • Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages. 
    • Excellent problem resolution and consultative sales skills. 
    • Proven ability to handle multiple projects and meet deadlines. 
    • Strong interpersonal skills. 
    • Ability to prepare reports and business correspondence.   
    • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. 
    • Proficient on Salesforce CRM and Microsoft Office software: Outlook, Word, Excel, PowerPoint and Internet Explorer.    
    • Must be able to speak, read, write, and understand English as the primary language(s) used in the workplace. 

     

    Education & Experience: 

    •  Bachelor's degree or equivalent, one to two-year’s experience, or equivalent combination of education and experience required.  

     

    Physical Requirements: 

    • Coordinate multiple tasks simultaneously. 
    • Collect, interpret, and/or analyze complex data and information. 
    • Understand and respond to a diverse population. 
    • Lift and/or move up to 50 pounds.  
    • In most territories, travel is required by car but must be able to travel by plane, if necessary, to meet customer deadlines and appointments   
    • Proof of insurance and a clean BMV record is required. 
    • Ability to use telephone/cell phone to communicate with customers, inside sales and support, and outside sales personnel. 
    • Primarily travel based but also an inside average office environment.  
    • Must occasionally be in production area for pickup of customer orders, average time of 30 minutes or less in other areas than office.   
    • Average office noise levels with no PPE required. 
  • 10 Days Ago

W
Business Development Representative
  • Wildman Business Group, LLC
  • Indianapolis, IN FULL_TIME
  • Responsibilities and Essential Duties of the Business Development Representative: Generates and develops new business to meet specified sales goals. Conducts 1 call block/office day per week and 4 fie...
  • 10 Days Ago

P
Business Process Automation Representative
  • Proven Business Systems LLC
  • Merrillville, IN FULL_TIME
  • DescriptionThe Business Process Automation Representative is a selling consultant. They will build business through prospecting and networking for new business opportunities as well as grow through ex...
  • 12 Days Ago

S
Sales representative
  • Summit Business Group
  • Bloomington, IN FULL_TIME
  • Company : Summit Business Group Position : Direct Sales Representative Number Of Openings : 1 Territory Sales 1 Territory Sales About Us : Summit Business Group is a rapidly growing insurance agency c...
  • 7 Days Ago

S
Sales representative
  • Summit Business Group
  • Marion, IN FULL_TIME
  • Company : Summit Business Group Position : Direct Sales Representative Number Of Openings : 1 Territory Sales 1 Territory Sales About Us : Summit Business Group is a rapidly growing insurance agency c...
  • 9 Days Ago

S
Sales representative
  • Summit Business Group
  • Albany, IN FULL_TIME
  • Company : Summit Business Group Position : Direct Sales Representative Number Of Openings : 1 Territory Sales 1 Territory Sales About Us : Summit Business Group is a rapidly growing insurance agency c...
  • Just Posted

P
Tenant Representation Broker
  • Pope Corporation
  • Houston, TX
  • Commercial Real Estate Broker - Tenant Representation - Business Development (National Accounts) Company: Pope Corporati...
  • 6/11/2024 12:00:00 AM

B
Client Service Representation- Deer Valley
  • Banfield Pet Hospital
  • Phoenix, AZ
  • Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") ...
  • 6/11/2024 12:00:00 AM

5
Customer-Facing Client Representive
  • 500 Republic Inc
  • Indianapolis, IN
  • Job Description Job Description Customer-Facing Client Representative New customers are vital to a company’s success. At...
  • 6/10/2024 12:00:00 AM

K
Customer Care Representive
  • Kelly Services, Inc.
  • Winchester, VA
  • Kelly Now Hiring for a Premier Company in Winchester Customer Service Representatives Handle customer inbound/outbound c...
  • 6/10/2024 12:00:00 AM

K
Customer Care Representive
  • Kelly
  • Stephenson, VA
  • Kelly Now Hiring for a Premier Company in Winchester Customer Service Representatives Handle customer inbound/outbound c...
  • 6/10/2024 12:00:00 AM

C
Customer Service Representive
  • City of Arlington, TX
  • Customer Service Representive Location Planning and Development Services Work Status Full Time THIS POSITION WILL BE OPE...
  • 6/8/2024 12:00:00 AM

R
$20/hr. Customer Service Representive - Onsite
  • RemX
  • Irving, TX
  • Job Description Job Description ***NOW HIRING*** Onsite Customer Service Representatives in Irving, TX. End of March Sta...
  • 6/7/2024 12:00:00 AM

R
Inside Sales Representive
  • Roofers Supply - Ogden
  • Ogden, UT
  • An Inside Sales Representative will assist our walk-in customers directly, coordinate closely with our outside sales for...
  • 5/7/2024 12:00:00 AM

Indiana /ˌɪndiˈænə/ (listen) is a U.S. state located in the Midwestern and Great Lakes regions of North America. Indiana is the 38th largest by area and the 17th most populous of the 50 United States. Its capital and largest city is Indianapolis. Indiana was admitted to the United States as the 19th U.S. state on December 11, 1816. Indiana borders Lake Michigan to the northwest, Michigan to the north, Ohio to the east, Kentucky to the south and southeast, and Illinois to the west. Before becoming a territory, various indigenous peoples and Native Americans inhabited Indiana for thousands of ye...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,521 to $53,860