Annuities Representative (New Business) jobs in Houston, TX

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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Business Development Representative
  • Bold Business
  • Texas, TX FULL_TIME
  • We are searching for a Business Development Representative to join our fun, fast-paced, growing team and take on full responsibility for converting sales leads into customers.

    As a Business Development Representative, you’ll be directly responsible for the preservation and expansion of our customer base. You will work closely with the sales team to ensure that our company’s sales goals are met.

    The ideal candidate will be experienced in sales with staffing for BPO, office support, IT, data entry, finance, marketing, and/or customer service roles. We expect you to be a reliable professional, able to balance customer orientation and a results-driven approach.

    Your overarching goal is to identify opportunities with prospects and new clients and build them into long-term profitable relationships.

    If you are a bright, energetic professional who is confident, outgoing, and relentlessly persistent in making things happen — this challenge is for you.

    Responsibilities

    • Contact prospective customers by both telephone and email
    • Market Research to develop warm leads
    • Vet lead list for warm and cold leads
    • Identify prospects that fit the target demographic
    • Use product knowledge to showcase the solutions that our company can offer to prospects
    • Upsell additional products as the need arises
    • Use database, CRM, or other software to track progress with new prospects
    • Report weekly sales goals and objectives to regional leaders
    • Negotiate agreements and prices with customers
    • Respond to complaints and resolve issues to the customer’s satisfaction and maintain the company’s reputation
    • Maintain contact with existing clients to provide professional after-sales support, make sure they are satisfied, and request referrals

    Why we think this job is great

    • Very competitive pay (plus bonuses & company benefits)  
    • It’s a full-time 100% remote position where you’ll work from home
    • You’ll have the resources you need to learn, lead, and deliver results
    • You’ll work directly with our marketing team and executives who have over 25 years of experience and $7B in client solutions

    Qualifications

    • 5 years of experience in sales with staffing for BPO, office support, IT, data entry, finance, marketing, and/or customer service roles.
    • Strong verbal and written communication skills
    • Ability to build and maintain relationships with potential clients
    • Knowledge of sales techniques and strategies
    • Strong problem-solving and negotiation skills
    • Time management and organizational skills
    • Ability to work independently and as part of a team
    • Flexibility and adaptability to change
    • Networking aptitude
    • Fearless attitude and a hunter mentality
    • Bachelor's degree in business or a related field

    #LI-REMOTE

  • 17 Days Ago

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New Business Sales Representative (Remote)
  • Upswing
  • Texas, TX FULL_TIME
  • Upswing is a mission-driven company that partners with colleges and universities to improve nontraditional student outcomes. Over 28% of students using Upswing are working while in college, and 43% ar...
  • 1 Month Ago

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Bilingual Customer Service Representative
  • Bold Business
  • Texas, TX FULL_TIME
  • Summary:We are seeking a skilled Bilingual English/Spanish Call Center Representative to join our team. The successful candidate will be fluent in both English and Spanish, possess excellent communica...
  • 2 Days Ago

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Outside Sales Representative
  • Navigate Business Group LLC
  • Conroe, TX FULL_TIME
  • Navigate Business Group is a team of Sales Professionals looking to add another team player, who craves competition, is highly motivated and entrepreneurial-spirited, and has a true passion for helpin...
  • 26 Days Ago

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Field Service Representative
  • Canon Business Process Services, Inc.
  • Houston, TX FULL_TIME
  • Canon has an immediate opening for a Field Service Representative in Houston, TX. Responsibilities: CUSTOMER SERVICE · Ensures total customer (internal & external) satisfaction through understanding o...
  • 27 Days Ago

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Field Service Representative III
  • Canon Business Process Services, Inc.
  • HOUSTON, TX OTHER
  • Overview Under general supervision, will perform a variety office services functions. Tasks may include mail processing & distribution, copy/scan/imaging/ fax, hospitality, reception and records, depe...
  • 1 Month Ago

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0 Annuities Representative (New Business) jobs found in Houston, TX area

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Tenant Representation Broker
  • Pope Corporation
  • Houston, TX
  • Commercial Real Estate Broker - Tenant Representation - Business Development (National Accounts) Company: Pope Corporati...
  • 4/23/2024 12:00:00 AM

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Sales Representative
  • DWR Interiors LLC
  • Spring, TX
  • Job Description Job Description **Sales Representative for Interior Remodeling Company** DWR INTERIORS is a reputable in...
  • 4/23/2024 12:00:00 AM

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Tenant Representation Broker
  • Pope Corporation
  • Houston, TX
  • Commercial Real Estate Broker - Tenant Representation - Business Development (National Accounts) Company: Pope Corporati...
  • 4/22/2024 12:00:00 AM

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Brand Representative
  • AMS Retail Solutions
  • Bellaire, TX
  • Job Description Job Description Immediate opening for Territory Representative for Bosch Power Tools Ideal candidates ha...
  • 4/22/2024 12:00:00 AM

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Intake Representative
  • Integrated Resources Inc
  • Houston, TX
  • Job Tittle : Intake Representative. Location : Houston, TX 77038 Duration : 6 months (POSSIBLE TEMP TO HIRE) Shift: 10 a...
  • 4/22/2024 12:00:00 AM

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Retail Sales & Customer Service Representative
  • Project Nia Inc
  • Pasadena, TX
  • Job Description Job Description What You’ll Be Doing: Our Retail Sales & Customer Service Representatives are fast-paced...
  • 4/21/2024 12:00:00 AM

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Benefits Representative
  • Globe Life AIL - Andrew Aglione
  • Houston, TX
  • We are seeking a dynamic and results-driven Benefits Representative to join our team. The ideal candidate will be compet...
  • 4/20/2024 12:00:00 AM

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Sales Representative
  • TriMark USA LLC
  • Houston, TX
  • **TriMark USA** **Sales Representative** **Sales - Houston, TX - Full Time** * Build strong relationships with customers...
  • 4/19/2024 12:00:00 AM

Houston is located 165 miles (266 km) east of Austin, 88 miles (142 km) west of the Louisiana border, and 250 miles (400 km) south of Dallas. The city has a total area of 627 square miles (1,620 km2); this comprises 599.59 square miles (1,552.9 km2) of land and 22.3 square miles (58 km2) covered by water. The Piney Woods are north of Houston. Most of Houston is located on the gulf coastal plain, and its vegetation is classified as temperate grassland and forest. Much of the city was built on forested land, marshes, swamp, or prairie and are all still visible in surrounding areas.[citation need...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$44,805 to $55,442
Houston, Texas area prices
were up 2.3% from a year ago