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)
Business Development Representative/Outside Sales - Plymouth, WI
Redefining the selling environment and utilizing a team approach to win is what makes this B2B sales role unique! Empowering their people and strong core values is what makes this employer an ideal place to achieve your career goals! The decision to embrace something new, a challenge outside your comfort zone, and a role where your hunting, cold calling, and relationship-building skills can positively impact an organization can be exciting, monetarily rewarding, and the change you need to feel like you are a true and appreciated member of a team!
What can you expect to do in a BDR role?
Hunt for new business
Follow the formal sales process
Analyze customer fleet data
Leverage ancillary services
Attain all accountability goals
Assist team with closing new business and winning!
Are you the perfect fit to be a BDR?
2 years in a recent outside/hunter sales role
High Energy
Analytical
Able to educate and challenge customers to do things differently
Team player
Self-starter, tenacious, strong work ethic
Excellent verbal and written communication
Computer and CRM savvy
Ability to travel to customer appointments
Bilingual a plus
What’s in it for you?
Normal Weekday Business Hours
Employee Stock Ownership Plan (ESOP)
401K Option
PTO
Full suite of health insurance benefits
Giving back to the community through volunteer opportunities
Access to vehicle for work related travel
Training
Compensation
Mandatory Requirements
Successful completion:
Drug screening
Hold a valid driver’s license with a clean driving record.
Clear All
0 Annuities Representative (New Business) jobs found in Appleton, WI area