Annuities Representative (New Business) jobs in Indianapolis, IN

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
  • Wildman Business Group, LLC
  • Indianapolis, IN FULL_TIME
  • Responsibilities and Essential Duties of the Business Development Representative: 
    • 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 10 or more weekly face to face appointments. 
    • Accomplishes 20 or more field based cold calls per week. 
    • 100% utilization of salesforce CRM after every call and appointment. 
    • Responds to all inquiries and requests in a timely and professional manner. 
    • Prepares and presents sales proposals. 
    • Plans and manages potential prospects in large sales territory. 
    • Understands and communicates information regarding company products, services, and policies and procedures to new/potential customers. 
    • Possesses and maintains thorough knowledge of Wildman industry product information. 
    • Continually gathers information on local competition and prevalent industry and business climate within given territory; communicates information to management and others as needed. 
    • Negotiates contracts/service agreements. 
    • Ensures that all required client paperwork is complete, accurate, and submitted on time. 
    • Provides timely and accurate reports as required. 
    • Attends and participates in business/trade events as necessary. 
    • Attends and participates in team strategic sales meetings. 

     

    Requirements and Qualifications: 

    • Must be a self-starter and proactive. 
    • Commitment to excellence and high standards. 
    • Excellent written and verbal communication skills. 
    • Good judgment with the ability to make timely and sound decisions. 
    • Creative, flexible, and innovative team player. 
    • Demonstrated ability to make successful presentations to individuals and/or groups at all levels of an organization. 
    • Strong organizational skills; able to manage priorities and workflow. 
    • Ability to work independently and as a member of various teams and committees. 
    • Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages. 
    • Excellent problem resolution and consultative sales skills. 
    • Proven ability to handle multiple projects and meet deadlines. 
    • Strong interpersonal skills. 
    • Ability to prepare reports and business correspondence.   
    • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. 
    • Proficient on Salesforce CRM and Microsoft Office software: Outlook, Word, Excel, PowerPoint and Internet Explorer.    
    • Must be able to speak, read, write, and understand English as the primary language(s) used in the workplace. 

     

    Education & Experience: 

    •  Bachelor's degree or equivalent, one to two-year’s experience, or equivalent combination of education and experience required.  

     

    Physical Requirements: 

    • Coordinate multiple tasks simultaneously. 
    • Collect, interpret, and/or analyze complex data and information. 
    • Understand and respond to a diverse population. 
    • Lift and/or move up to 50 pounds.  
    • In most territories, travel is required by car but must be able to travel by plane, if necessary, to meet customer deadlines and appointments   
    • Proof of insurance and a clean BMV record is required. 
    • Ability to use telephone/cell phone to communicate with customers, inside sales and support, and outside sales personnel. 
    • Primarily travel based but also an inside average office environment.  
    • Must occasionally be in production area for pickup of customer orders, average time of 30 minutes or less in other areas than office.   
    • Average office noise levels with no PPE required. 
  • 1 Month Ago

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Customer Success Representative
  • RTM Business Group
  • Indianapolis, IN FULL_TIME
  • Customer Success Representative RTM Business Group Hybrid in NY, NJ, CT or Remote in CA, FL, TX, PA, GA, OH, IN, SC Full-time 51-200 employees · Market Research Originally posted April 2024; this is a...
  • 16 Days Ago

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Retail Client Service Representative
  • Aspire Business Consulting
  • Indianapolis, IN FULL_TIME
  • At Aspire Business Consulting we are looking for an in-person retail customer-oriented service representative. A retail based customer service representative(CSR) will act as a liaison, provide produc...
  • 2 Days Ago

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Retail Sales Representative
  • Aspire Business Consulting
  • Indianapolis, IN FULL_TIME
  • Join Our Team as an AT&T Retail Sales Representative! Are you enthusiastic about technology and providing exceptional customer experiences? Do you excel in a dynamic and fast-paced retail environment?...
  • 8 Days Ago

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Account Service Representative in Training
  • Wildman Business Group, LLC
  • Indianapolis, IN FULL_TIME
  • This position is a four-day Monday through Thursday average work week. Essential Functions: Execute delivery of new/clean products and pick up of used products on a daily basis in company truck Track ...
  • 21 Days Ago

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New Business Processor II
  • Employment Opportunities
  • Indianapolis, IN FULL_TIME
  • At OneAmerica Financial, we deliver on promises when customers need us most. We believe the best way to serve our customers is to know that every individual, employee, family and business we work with...
  • 8 Days Ago

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0 Annuities Representative (New Business) jobs found in Indianapolis, IN area

Indianapolis is in the East North Central region of the Midwestern United States, in central Indiana. According to the U.S. Census Bureau, the Indianapolis (balance) encompasses a total area of 368.2 square miles (954 km2), of which 361.5 square miles (936 km2) is land and 6.7 square miles (17 km2) is water. The consolidated city boundaries are coterminous with Marion County, with the exception of the autonomous municipalities of Beech Grove, Lawrence, Southport, and Speedway. Indianapolis is the 16th largest city by land area in the U.S. Indianapolis is within the Tipton Till Plain, a flat to...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,465 to $53,783
Indianapolis, Indiana area prices
were up 1.3% from a year ago