Annuities Director (New Business) directs the development of new accounts and business relationships through sales, marketing, and referrals. Reviews applications and contracts and ensures that all transactions comply with state and federal regulations. Being an Annuities Director (New Business) stays abreast of any changes to laws and regulations which affect the activities of the business. Responsible for staffing and training of unit and ensures staff has full knowledge of all current regulations and provides prompt and efficient service to customers. Additionally, Annuities Director (New Business) requires a bachelor's degree. Typically reports to top management. The Annuities Director (New Business) manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Annuities Director (New Business) typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
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New Business Development Specialist
Do you have a proven and successful track record in any of the following areas?
· Financial Advisor recruiting experience
· Financial services sales experience
· Experience as a Financial Advisor
· Developing and converting B2B leads
If so, we want to talk to you about an excellent New Business Development role on our growing team!
In this outbound calling-focused role, you will set a high volume of discovery meetings with financial advisors by reaching out to leads through persistent and effective calling campaigns.
This is an onsite, entry-level role in a call center style sales environment with coaching from top financial services sales leaders. It has clear advancement opportunities towards sales management positions for strong performers.
If you review the responsibilities, targets, and requirements listed below and think “*_I can do that_*!” - apply today!
What we offer:
· Fantastic company culture; we like working together!
· Competitive salary with uncapped commission!
· Extensive training and advancement opportunities for driven business development pros looking to advance their careers in financial services.
· Excellent benefit package which includes Health/Dental/Vision, Life Insurance, Short/Long term Disability, Paid time off, 401k with employer match.
· New, modern office suite in easy to access location in Fort Lauderdale. TriRail stops at our building and the I-95 on ramp is less than .5 mile away.
Responsibilities
- Hit 250 weekly touchpoints via email, calls and meetings to generate interest
- Adhere to lead follow up cadences using Kixie, Salesforce, HubSpot and LinkedIn
- Continually optimize pitches and call scripts
- Track pipeline activity and metrics towards monthly and weekly KPIs
KPI Targets
- 12 discovery meetings per month
- 250 weekly touchpoints
- Strict daily workflow adherence
Requirements
Education and Experience
- Bachelor’s Degree or equivalent
- 2 years of outbound sales experience
- 3 – 5 years Assistant Branch Manager a plus
- Financial services experience a plus
- Existing knowledge of key sales technologies
- Series 65 and/or Life Insurance Licensed candidates preferred
- Must be able to work for any US employer without sponsorship
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
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Work Location: In person
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