Annuities Representative (New Business) jobs in Cedar Rapids, IA

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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Direct sales representative
  • Summit Business Group
  • Rapids, IA 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 committed to providing outstanding supplemental benefits plans to small and medium-sized businesses and their employees.

    With a focus on excellence and leadership, we are seeking an enthusiastic Direct Sales Representative to join our dynamic and competitive team.

    The Day To Day Role :

    As a Direct Sales Representative at Summit Business Group, you will have the freedom to plan your own work schedule and set your working hours each week.

    Unlike traditional office-based roles, you will spend the majority of your day out in the field, cold calling using our Custom Salesforce CRM, building rapport with potential clients, and delivering compelling product presentations.

    You will be expected to close sales during your initial meetings or schedule follow-up appointments for closure.

    As part of your role at Summit Insurance, you will be responsible for maintaining strong client relationships through prompt and effective communication.

    This includes responding to client calls, texts, and emails, addressing their inquiries, and providing guidance throughout the claims process, ensuring a seamless and supportive experience during their time of need.

    Beyond being a reliable resource for client inquiries, you will also proactively check in with your clients, demonstrating genuine care for their well-being, and actively seeking opportunities to enhance their insurance coverage with additional lines of protection that align with their individual needs.

    Your dedication to exceptional customer service and your ability to identify opportunities for tailored insurance solutions will be key in providing our clients with the comprehensive protection they deserve.

    Qualifications :

    Proven work experience in sales or similar customer facing role

    Experience in an outside sales position is a plus

    Door to door sales or business to business experience preferred

    Ability to manage the full training cycle, including in-person activities and web-based learning

    Hands-on experience with e-learning platforms

    Excellent organizational, communication, and presentation skills

    Compensation and Benefits :

    Comprehensive training, including virtual classroom and hands-on sales training in your assigned territory

    Weekly draw pay, short sales cycle with commissions paying out typically within a week, bonus eligibility on day 1.

    Major medical benefits available after the first 90 days

    Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions

    Advancement and promotions based on individual performance

    Ongoing professional development, advanced sales training, and leadership training

    Increased schedule flexibility once you have an established book of business

    Collaborate with like-minded, driven individuals in a family-like culture

    Additional Position Qualifications :

    Health & Life general lines license or willingness to obtain within 90 days of job offer (Summit provides a study course and also offers licensing reimbursement for the fees the state charges)

    Bachelor’s degree or a minimum of 4 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 4 years of professional work experience who have relevant or specialized outside sales experience.

    Valid Driver’s License

    Ability to pass a background check.

    Embark on a New Journey :

    If you're ready to break free from the ordinary and step into a role where your unique spirit leads to success, we invite you to apply and join the Summit Business Group.

    We are redefining insurance sales, and we're dedicated to equal opportunity employment and fostering a diverse workplace.

    We look forward to speaking with you!

    www.yoursummitinsurance.com

    Find out more about a career with us by visiting our website at www.altitudecrew.com . We look forward to speaking with you soon!

    Last updated : 2024-04-23

  • 1 Day Ago

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Outside Sales Representative
  • National Federation of Independent Business (NFIB)
  • Iowa, IA FULL_TIME
  • OverviewDo you have a passion for making a difference for small business in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe ...
  • 23 Days Ago

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Outside Sales Representative
  • National Federation of Independent Business (NFIB)
  • Rapids, IA FULL_TIME
  • OverviewDo you have a passion for making a difference for small business in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe ...
  • 25 Days Ago

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Business Development Representative
  • Phelps Uniform Specialists
  • Rapids, IA FULL_TIME
  • Business Development Representative Essential Functions: 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 ...
  • 16 Days Ago

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Business Development Representative
  • SST Direct
  • Dubuque, IA FULL_TIME
  • We're on the lookout for a meticulous Business Development Representative with a knack for evaluating contract documents, collaborating with the sales team to devise bidding strategies, and possessing...
  • 5 Days Ago

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Business Development Representative
  • SST Direct
  • Holy Cross, IA FULL_TIME
  • We're on the lookout for a meticulous Business Development Representative with a knack for evaluating contract documents, collaborating with the sales team to devise bidding strategies, and possessing...
  • 5 Days Ago

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0 Annuities Representative (New Business) jobs found in Cedar Rapids, IA area

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Associate Financial Representative
  • Modern Woodmen Of America
  • Cedar Rapids, IA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/26/2024 12:00:00 AM

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Field Representative
  • KFI Engineers PC
  • Cedar Rapids, IA
  • Job Description Job Description POSITION SPECIFICATION Position Field Representative, Industrial, Process and Agribusine...
  • 4/25/2024 12:00:00 AM

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Inbound Sales Representative
  • ImOn Communications
  • Cedar Rapids, IA
  • ImOn Communications is the LOCAL choice for cable TV, high-speed Internet, and phone service. We value the relationships...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • Planet Fitness
  • Cedar Rapids, IA
  • Job Summary The Customer Service Representative will be responsible for creating a positive member experience by providi...
  • 4/24/2024 12:00:00 AM

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Direct Sales Representative
  • ImOn Communications
  • Cedar Rapids, IA
  • ImOn Communications is the LOCAL choice for cable TV, high-speed Internet and phone service. We value the relationships ...
  • 4/24/2024 12:00:00 AM

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Outside Sales Representative
  • Gilcrest Jewett Lumber
  • Marion, IA
  • For more than 165 years, Gilcrest/Jewett has been known as Iowa's "home building headquarters" and operates six retail y...
  • 4/23/2024 12:00:00 AM

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Associate Financial Representative
  • Modern Woodmen of America
  • Cedar Rapids, IA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/23/2024 12:00:00 AM

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Route Sales Representative
  • Schwan's Home Delivery
  • MARION, IA
  • As a Route Sales Representative, you have the opportunity to drive the iconic yellow truck. You sell and deliver frozen ...
  • 4/17/2024 12:00:00 AM

The city is divided into four quadrants, used in addressing. 1st Avenue (U.S. Route 151 Business) divides the north and south sides of the city, and the Cedar River divides east and west. Mays Island, in the middle of the river, is the only area of the city where addresses have no quadrant. Areas outside the city limits that have a Cedar Rapids mailing address do not use the quadrants either. Except in the downtown area, 1st Avenue and the Cedar River tend to run diagonally instead of along the cardinal directions. Due to the curving of 1st Avenue, there are some areas in western Cedar Rapids ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$42,750 to $52,899
Cedar Rapids, Iowa area prices
were up 0.8% from a year ago