Annuities Representative (New Business) jobs in Appleton, WI

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)

N
Business Development Representative
  • Nexus Business Solutions LLC
  • Plymouth, WI FULL_TIME
  • 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

    • Assigned, pre-qualified leads
    • Generate your own leads

    Follow the formal sales process

    Analyze customer fleet data

    • Educate customers
    • Recommend pro-active fleet cycling plan

    Leverage ancillary services

    • Strengthen customer longevity
    • Increase profitability

    Attain all accountability goals

    • Prospecting Pipeline
    • Initial Meetings
    • Obtaining Fleet List
    • Vehicle and Ancillary sales

    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

    • B2B
    • Cold calling
    • New Business Development

    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

    • M-F 8:30am – 5pm

    Employee Stock Ownership Plan (ESOP)

    401K Option

    PTO

    Full suite of health insurance benefits

    • Medical, dental, vision, life

    Giving back to the community through volunteer opportunities

    Access to vehicle for work related travel

    Training

    • Formal fleet sales process
    • Product
    • Systems and Databases
    • Fleet Analysis/Cycling

    Compensation

    • 6 Month Guarantee of $5,000/month
    • Additional commission/bonus potential
    • Year 1 Range: $65,000-$75,000

    Mandatory Requirements

    Successful completion:

    • MVR
    • Background check

    Drug screening

    Hold a valid driver’s license with a clean driving record.

  • 8 Days Ago

T
Sales Representative
  • TruGreen - Sales Representative
  • Appleton, WI FULL_TIME
  • TruGreen is Hiring Territory Sales Representatives!At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new o...
  • Just Posted

C
Office Service Representative
  • Canon Business Process Services, Inc.
  • Wausau, WI FULL_TIME
  • Under general supervision, is responsible for all mail, packages and interoffice correspondence handling and dispatching for all classes of mail/packages. Responsibilities may also include copy center...
  • 9 Days Ago

C
Office Service Representative I
  • Canon Business Process Services, Inc.
  • Wausau, WI OTHER
  • Overview Under general supervision, is responsible for all mail, packages and interoffice correspondence handling and dispatching for all classes of mail/packages. Responsibilities may also include co...
  • 1 Month Ago

W
Sales/New Business Development
  • World Class Manufacturing Group
  • Weyauwega, WI FULL_TIME
  • Definition: The sales development representative for World Class Manufacturing will expand the company's customer base in new and existing markets. The sales development representative will generate l...
  • 24 Days Ago

S
Business to Business Sales Representative
  • Sales Recruiters Network
  • Wausau, WI FULL_TIME
  • Responsibilities:- Develop and maintain relationships with new and existing clients- Conduct market research to identify potential customers and their needs- Present and demonstrate technology based p...
  • 6 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Annuities Representative (New Business) jobs found in Appleton, WI area

S
Sales Representative
  • SPECTRUM
  • Appleton, WI
  • Sells products and services to customers in assigned non-bulk multi-dwelling units (MDU) areas/properties with 20+ doors...
  • 4/22/2024 12:00:00 AM

W
Inside Sales Representative
  • Wisconsin Building Supply
  • Green Bay, WI
  • Wisconsin Building Supply operates locations throughout Wisconsin supplying windows, doors, roofing, siding, millwork, l...
  • 4/21/2024 12:00:00 AM

L
Customer Service Representative
  • LoanMax Title Loans
  • Appleton, WI
  • Loan Max Title Loans - Customer Service Representative Are you looking for a stable, full time, entry level position wit...
  • 4/19/2024 12:00:00 AM

L
Sales Representative
  • Leafguard Of Arkansas Inc
  • Appleton, WI
  • **Competitive Salary** LeafGuard provides competitive salary and compensation packages throughout all levels of the orga...
  • 4/19/2024 12:00:00 AM

H
Oil Sales and Service Representative
  • Heritage-Crystal Clean, Inc.
  • Green Bay, WI
  • Crystal Clean (CC) is one of the nation’s leading privately held companies in the environmental waste services industry....
  • 4/17/2024 12:00:00 AM

U
Sales Representative
  • UScellular
  • Oshkosh, WI
  • About This Role At UScellular, top performers earn $60k or more a year. Meet your neighbors and help them stay connected...
  • 3/25/2024 12:00:00 AM

U
Sales Representative
  • UScellular
  • Bellevu, WI
  • About This Role At UScellular, top performers earn $60k or more a year. Meet your neighbors and help them stay connected...
  • 3/12/2024 12:00:00 AM

A
Outside Sales Representative
  • AmeriPro Roofing
  • Appleton, WI
  • AmeriPro Roofing, one of the largest residential roofing contractors in the nation is immediately Hiring Outside Sales R...
  • 8/31/2023 12:00:00 AM

Appleton is a city in Outagamie (mostly), Calumet, and Winnebago counties in the U.S. state of Wisconsin. One of the Fox Cities, it is situated on the Fox River, 30 miles (48 km) southwest of Green Bay and 100 miles (160 km) north of Milwaukee. Appleton is the county seat of Outagamie County. The population was 72,623 at the 2010 census. Of this, 60,045 were in Outagamie County, 11,088 in Calumet County, and 1,490 in Winnebago County. Appleton is the principal city of the Appleton, Wisconsin Metropolitan Statistical Area, which is included in the Appleton-Oshkosh-Neenah, Wisconsin Combined Sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,286 to $53,562
Appleton, Wisconsin area prices
were up 1.3% from a year ago