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)
```Duties:```
- Develop and implement strategic business development plans to achieve company goals and objectives
- Identify and pursue new business opportunities through market research and analysis
- Build and maintain strong customer relationships through effective communication and customer relationship management software
- Collaborate with cross-functional teams to develop and execute sales strategies
- Lead and manage projects related to business development initiatives
- Conduct negotiations with potential clients to secure new business contracts
```Skills:```
- Proficiency in Salesforce or similar CRM software
- Strong market knowledge and ability to identify new business opportunities
- Excellent strategic planning and project management skills
- Strong negotiation skills to secure new business contracts
- Proven track record in sales and business development
As a Business Development Manager, you will play a crucial role in driving the growth of our company. You will be responsible for developing and implementing strategic plans to expand our customer base and increase revenue. Your ability to identify new business opportunities, build strong customer relationships, and negotiate contracts will be key to your success in this role.
To excel in this position, you should have proficiency in Salesforce or similar CRM software, as well as a strong understanding of the market. Your strategic planning and project management skills will enable you to effectively execute sales strategies and lead business development initiatives. Additionally, your proven track record in sales and business development will demonstrate your ability to achieve targets and drive results.
Join our team as a Business Development Manager and be part of our exciting journey towards success!
Job Type: Full-time
Pay: $65,000.00 - $175,000.00 per year
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Ability to Relocate:
Work Location: In person
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