Annuities Representative (New Business) jobs in Duluth, MN

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)

C
Inside Supply Sales Representative
  • Coordinated Business Systems
  • Superior, WI FULL_TIME
  • Would you like to work in a fun, growth-oriented environment? Would you like to provide businesses with products that they HAVE to have. Do you want to be part of a team that provides industry-leading customer service to clients?

    We're looking for driven people to join our sales department! If you have a passion to work with people, reach goals, work independently, and possess high energy and a drive for success, then CBS may be the right place for you!

    Your Mission, Should You Choose to Accept:

    • Be the voice and the energy behind our sales. You'll be juggling incoming calls, reaching out to potential clients, and igniting interest in our office products division.
    • Turn prospects into partners. Your goal? To generate new business and watch it flourish under your care.
    • Fly solo, soar together. Whether you're an independent go-getter or a team player, you'll find your rhythm in hitting those sales targets.

    What Makes You the Perfect Fit?

    • Customer service savvy. You know how to make clients feel valued and heard.
    • A relationship designer. Building and nurturing partnerships? That's your forte.
    • Communication skill. Whether it's over the phone or through written magic, you convey ideas with clarity and charm.
    • A self-starter spirit. Independence is your middle name, and motivation is your game.

    BENEFITS

    • Base salary, plus bonus and commission incentives
    • Insurance Coverage
    • 401(k) with company match.
    • Paid Time Off (PTO)

    More about us:

    After nearly 40 years, Coordinated Business Systems (CBS) has become a leading Information Management Company and provides local Minnesota and western Wisconsin companies with Total Office Services, including managed network services, managed print services, electronic document management, office supplies, and new emerging technology. CBS is a growing organization with a fun, professional, yet relaxed environment. CBS values growth for its employees. We have a good mix of tenure and newer employees which cultivates an exciting work environment.

    Job Type: Full-time

    Pay: $35,000.00 - $50,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Paid time off
    • Vision insurance

    Compensation package:

    • Commission pay

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Ability to Relocate:

    • Superior, WI 54880: Relocate before starting work (Required)

    Work Location: In person

  • 5 Days Ago

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Teller/New Accounts Representative
  • Grand Timber Bank
  • Mc Gregor, MN FULL_TIME
  • Grand Timber Bank is located in McGregor MN and is seeking a detail-oriented, friendly, customer service representative. We are a growing community bank with many opportunities available in the upcomi...
  • 2 Days Ago

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Patient Access Representative, Business Office-0623
  • Community Memorial Hospital - Cloquet
  • Cloquet, MN FULL_TIME
  • COME WORK WITH US!***$5,000 signing bonus***Job Summary: The Patient Access Representative is responsible for patient registration and point of service collections. Must perform in a professional, cou...
  • 1 Day Ago

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Customer Account Representative, Business Office-0124
  • Community Memorial Hospital - Cloquet
  • Cloquet, MN FULL_TIME
  • COME WORK WITH US!***$5,000 signing bonus***Job Summary: Responsible for providing the patient with a personal representative able to answer questions on patient accounts and billing policies. Process...
  • 23 Days Ago

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Patient Access Representative, Business Office (0324)
  • Community Memorial Hospital - Cloquet
  • Cloquet, MN FULL_TIME
  • Job Summary: The Patient Access Representative is responsible for patient registration and point-of-service collections. Must perform in a professional, courteous manner and create an accurate patient...
  • 26 Days Ago

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Copier Service Technician
  • Excel Business Systems
  • Hibbing, MN FULL_TIME
  • Copier Service Technician Duties: Setting up and installing copy machines Perform routine service, diagnose and repair on copy machines Provide demonstrations and customer training when needed Order a...
  • 4 Days Ago

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0 Annuities Representative (New Business) jobs found in Duluth, MN area

According to the United States Census Bureau, the city has a total area of 87.43 square miles (226.44 km2); 67.79 square miles (175.58 km2) is land and 19.64 square miles (50.87 km2) is water. It is Minnesota's second-largest city by land area, surpassed only by Hibbing. Of its 87.3 square miles (226 km2), 68 square miles (180 km2), or 77.89%, is land and 19.3 square miles (50 km2), or 22.11%, is water. Duluth's canal connects Lake Superior to the Duluth–Superior harbor and the Saint Louis River. It is spanned by the Aerial Lift Bridge, which connects Canal Park with Minnesota Point ("Park Poi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,152 to $53,396
Duluth, Minnesota area prices
were up 1.3% from a year ago