Annuities Representative (New Business) jobs in Buffalo, NY

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)

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Customer Service Representative
  • Business Sales Firm
  • Arcade, NY FULL_TIME
  • Our company is a consulting and sales firm in Sacramento leading the industry in customer acquisition and client management. Our innovative consultative approach drives our high standards for outstanding performance with each client year over year. We are growing our client base in the region and searching for a Customer Service Representative who can help sustain our team-oriented, diverse culture and propel our clients to excellence.

    We are searching for someone proactive and passionate about working with other people. Our Customer Service Representatives are fully equipped with all the knowledge they need to succeed when they join the team. We believe in early exposure cross-departmentally in sales, marketing, relationship management, and more. An exponential increase in target metrics being hit comes from this exposure, fueling career growth. Are you exceptional at working with people and looking to take your career to new heights? If so, our Customer Service Representative role is ideal for you!

    Our Customer Service Representative Will Be Responsible To:

    • Establish the first point of contact with new consumers who are directly interested in our clients’ products/services
    • Be an expert in all product knowledge and advise consumers throughout the sales process to ensure ease of solving issues, discovering a need, building value, and closing sales
    • Maintain relationships with all consumers throughout the sales process to delivery of products/services to enhance and retain our consumer pipeline
    • Identify new sales opportunities within our existing consumer accounts to help further retain and preserve the relationship by up-selling, cross-selling, and practicing negotiation skills
    • Interact with other Customer Service Representative or members of the sales team and supporting departments to learn about any newly released products and/or services
    • Escalate any high-priority issues to the sales support team, upper-level management, and the client to resolve these promptly
    • Promptly meet all deadlines and goals for each client consulting to reinforce the sales acquisition process and increase ROI with all implemented marketing strategies

    Requirements Of Our Customer Service Representative:

    • 1-2 years of experience in sales, customer service, retail, hospitality, or related industry is a plus
    • Exceptional interpersonal communication skills and skillful in negotiation
    • Strong work ethic, with a student mentality to learn new skills and receive constructive criticism to improve sales and relationship management performance
    • The ability to adapt and problem-solve quickly and swiftly in a fast-paced environment
    • Capable of managing their time properly between multiple daily priorities with minimal supervision
    • A natural empathizing and optimistic personality that is infectious to the rest of the Customer Service Representatives and sales support staff

    Job Type: Full-time

    Pay: $750.00 - $1,150.00 per week

    Benefits:

    • Professional development assistance

    Shift:

    • Day shift

    Weekly day range:

    • Monday to Friday
    • Weekends as needed

    Work setting:

    • In-person

    Work Location: In person

  • 14 Days Ago

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Business Assistant
  • Western New York Dental
  • Depew, NY OTHER
  • Overview A front desk team member who answers phones, schedules patients, collects co-payments, greets patients and performs record filing. Qualifications Required Skills & Experience Six months of si...
  • Just Posted

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Business Assistant
  • Western New York Dental
  • Williamsville, NY OTHER
  • Overview A front desk team member who answers phones, schedules patients, collects co-payments, greets patients and performs record filing. Qualifications Required Skills & Experience Six months of si...
  • Just Posted

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Business Assistant
  • Western New York Dental
  • Tonawanda, NY OTHER
  • Overview A front desk team member who answers phones, schedules patients, collects co-payments, greets patients and performs record filing. Qualifications Required Skills & Experience Six months of si...
  • 1 Month Ago

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Business Assistant
  • Western New York Dental
  • Orchard, NY OTHER
  • Overview A front desk team member who answers phones, schedules patients, collects co-payments, greets patients and performs record filing. Qualifications Required Skills & Experience Six months of si...
  • 1 Month Ago

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New Business Clerk
  • Experior Financial Group Inc
  • Buffalo, NY FULL_TIME
  • New Business Clerk “Building financial foundations for families to empower them today and leave a legacy for tomorrow”. Experior Financial Group Inc. is looking for a motivated individual who works we...
  • 24 Days Ago

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0 Annuities Representative (New Business) jobs found in Buffalo, NY area

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HVAC Systems Representative II
  • Johnson Controls International
  • Williamsville, NY
  • Be part of the future! We are one team, dedicated to working collaboratively to create the purposeful solutions that pro...
  • 4/25/2024 12:00:00 AM

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Sales Representative
  • Great Lakes Building Systems
  • Buffalo, New York, NY
  • Sales Representative, Fire/Security Systems The area's leading commercial fire alarm and security systems Integrator is ...
  • 4/24/2024 12:00:00 AM

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Sales Representative
  • CONMED Corporation
  • Buffalo, NY
  • CONMED is seeking a Sales Representative to add to our highly talented Advanced Surgical sales force! Here is what we do...
  • 4/23/2024 12:00:00 AM

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Sales Representative
  • ADVANCED ALARM INC
  • Tonawanda, NY
  • Job Description Job Description HISTORY: Advanced Alarm, Inc. was established in 1989 to provide WNY residents and busin...
  • 4/23/2024 12:00:00 AM

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Collections Representative
  • Security Credit Systems, Inc.
  • Buffalo, New York, NY
  • MEDICAL, EDUCTIONAL, STUDENT LOAN, RETAIL DEBT The Security Credit Systems, Inc. is a debt collection agency with over...
  • 4/20/2024 12:00:00 AM

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Field Brand Representative
  • AMS Retail Solutions
  • Buffalo, NY
  • Job Description Job Description Title: Field Service Representative - Temporary Duration: Expected to last approximately...
  • 4/20/2024 12:00:00 AM

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Sales Representative
  • BrandSafway
  • Buffalo, NY
  • Sales Representative Summary Title: Sales Representative ID: 278004 Location: Buffalo, NY Job Function : Sales Descripti...
  • 4/20/2024 12:00:00 AM

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Sales Representative
  • SPECTRUM
  • Buffalo, NY
  • JOB SUMMARY Connect people and communities by offering best-in-class telecommunication services through door-to-door sol...
  • 4/20/2024 12:00:00 AM

Buffalo is the second largest city in the U.S. state of New York and the largest city in Western New York. As of July 2016[update], the population was 256,902. The city is the county seat of Erie County and a major gateway for commerce and travel across the Canada–United States border, forming part of the bi-national Buffalo Niagara Region. The Buffalo area was inhabited before the 17th century by the Native American Iroquois tribe and later by French settlers. The city grew significantly in the 19th and 20th centuries as a result of immigration, the construction of the Erie Canal and rail tra...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,420 to $53,728
Buffalo, New York area prices
were up 1.5% from a year ago