Annuities Representative (New Business) jobs in Lafayette, LA

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 (Lafayette)
  • Bellwether Technology
  • Lafayette, LA FULL_TIME
  • What You’ll Do


    As a Business Development Representative at Bellwether, you’ll connect prospects’ IT problems and challenges with our solution. As you consult with business leaders to help them understand how Bellwether Managed IT Services allows their company to leverage technology, they’ll become eager to explore what that might look like for them. Your ultimate goal will be to bring in new business that will create recurring monthly revenue.


    What a Typical Day Looks Like


    While this is a results-oriented position, you’ll have an enormous amount of freedom to determine not only your schedule but your approach to business development. While you’ll get to know the account management team at Bellwether, the bulk of your time will be spent engaging with prospects and referral sources either out in the community or by phone and email.


    The way that you’ll achieve your sales goals will be by building relationships, setting meetings, and guiding prospects through the sales process. You’ll have marketing support and technology tools to assist you in developing a list of ideal prospects along with an outreach strategy to convert leads into appointments.


    We’d love it if you’re active in the New Orleans community and eager to build your network in person as well as on LinkedIn.


    What Ramp Up Looks Like


    The first thing you’ll do is learn how Bellwether operates and how a proactive approach to IT management builds a foundation for innovative use of technology. This will go a little faster if you have a background in IT.


    You’ll spend a lot of time with our Vice President and President to get familiar with our sales process and learn about the tactics that we’ve found to be most successful in reaching executives with our message about how Bellwether can help them meet their business goals as well as their IT challenges.


    You’ll also learn how to use our CRM and the other tools that we have in place to help you keep track of your prospect list and scale it with automation.


    What Success Looks Like


    At the end of the day, it’s closed business that you’re after. The sales process can extend over several months or even years, so developing relationships and following a plan to communicate with prospects and referral sources will be an indicator of future success.


    What a Good Fit Looks like


    We’d like you to have some experience in B2B sales or business development. Experience in the IT industry is a plus but not required.


    While we won’t send you out on your own until you’re ready, you should be the kind of person who thrives on autonomy and doesn’t need a lot of outside motivation to go for the goal.


    You’re a people person and a great communicator. While you enjoy change, you understand how process leads to repeatable results, and you’re willing to put in the effort to achieve success.


    What About Advancement?


    Bellwether is a growing company, so we expect management opportunities to emerge in the future. In the meantime, you’ll be supported in your professional development with appropriate training and resources that help you hone your skills.


    Why Work at Bellwether?


    Bellwether is an established IT consulting company located in the New Orleans area, serving small to medium-sized businesses across the region. We have been providing our clients with leading IT support and strategy for over 40 years. Our employee-centric culture has led to Bellwether being named one of the “Top Workplaces" by the Times-Picayune year in and year out. We are especially proud of this recognition as it is voted on by our employees.


    We encourage both professional and personal growth in a friendly, business casual work environment. Company-sponsored employee events. Health, Vision and Dental insurance benefits, 401k, paid vacations, and holidays. Competitive compensation.


    Requirements We’re Looking For


    • 3 years in B2B Sales, hunting & quota bearing.
    • Ambitious individual who takes the initiative to prospect and find new meetings.
    • Proven track record of closing new business in a sales position.
    • A knack for networking.
    • Exceptional time management and prioritization.
    • Experience crafting and delivering presentations for each occasion.
    • Works well within a team, assisting and asking for help where necessary.
    • Openness to constructive criticism.
    • Always eager to learn new things.
    • College degree or equivalent preferred.
  • 14 Days Ago

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Business Development Representative - Downstream
  • Blue Fin Services, LLC
  • Iberia, LA FULL_TIME
  • Company Profile BlueFin, a Employee Owned GATE Energy Company, is a leading independent service company with a suite of project execution niches and specialty equipment. Our flushing, cleaning, testin...
  • 1 Month Ago

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Business Development Representative
  • S1 Technology
  • Lafayette, LA FULL_TIME
  • S1 Technology, a leading Managed IT Service Company, is currently seeking a passionate and driven Business Development Representative to join our fast-growing team. We place a high value on innovation...
  • 1 Month Ago

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Business Development Representative - Downstream
  • GATE Energy
  • Iberia, LA FULL_TIME
  • Company Profile BlueFin, a Employee Owned GATE Energy Company, is a leading independent service company with a suite of project execution niches and specialty equipment. Our flushing, cleaning, testin...
  • 1 Month Ago

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Insurance Account Representative
  • New York Life - Lafayette Team
  • Lafayette, LA FULL_TIME
  • We’re looking for a personable, enthusiastic insurance account manager to help take our agency to the next level. Our ideal candidate is a motivated team player who has the ability to stay focused in ...
  • 1 Month Ago

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Business Sales Representative - Solutions Advisor
  • ADT Careers
  • Lafayette, LA FULL_TIME
  • Company Overview: ADT has been in the business of helping save lives since 1874. As the #1 smart home security provider in the U.S., we help protect and connect families, businesses and larger commerc...
  • 14 Days Ago

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0 Annuities Representative (New Business) jobs found in Lafayette, LA area

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Admissions Representative
  • Delta College - Lafayette
  • Lafayette, LA
  • Admissions Representative Full-time position with benefits. Typically a 40 hour week, Monday Friday. The ideal candidate...
  • 4/17/2024 12:00:00 AM

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Sales Representative
  • AppStar Financial
  • Lafayette, LA
  • Job Description Job Description Do you love helping small businesses and entrepreneurs in your community grow and thrive...
  • 4/16/2024 12:00:00 AM

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Inside Sales Representative
  • JTH Agencies, LLC
  • Broussard, LA
  • Company Profile JTH Agencies, LLC is a professional manufacturer’s representative agency that was created in 2005 to pro...
  • 4/14/2024 12:00:00 AM

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Sales Representative
  • National Federation of Independent Business
  • Lafayette, LA
  • ** Sales Representative** **Job Category****:** Outside Sales **Requisition Number****:** OUTSI016948 Showing 1 location...
  • 4/14/2024 12:00:00 AM

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Patient Services Representative
  • Cardiovascular Institute of the South
  • Lafayette, LA
  • Nature of Duties: Performs a variety of medical office duties ranging from patient check-in/out, appointment scheduling,...
  • 4/14/2024 12:00:00 AM

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Customer Service Representative
  • Walmart
  • Lafayette, LA
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/14/2024 12:00:00 AM

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Admissions Representative - Remote
  • ECPI University
  • Lafayette, LA
  • Overview: This is a remote position. ARE YOU A SALES ORIENTED PROFESSIONAL THAT HELPS PEOPLE FIND THEIR PASSION? If you ...
  • 4/14/2024 12:00:00 AM

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Outside Sales Representative
  • Rollins, Inc.
  • Lafayette, LA
  • ** Outside Sales Representative** **Job Category****:** Sales **Requisition Number****:** OUTSI16814 Showing 1 location ...
  • 4/14/2024 12:00:00 AM

Lafayette is located at 30°13′N 92°2′W / 30.217°N 92.033°W / 30.217; -92.033 (30.2139, −92.0294) and has an elevation of 36 feet (11.0 m). According to the United States Census Bureau, the city has a total area of 49.2 square miles (127 km2), of which 49.1 square miles (127 km2) is land and 0.1 square miles (0.26 km2) (0.19%) is water. Lafayette is located on the West Gulf Coastal Plain. The site was part of the seabed during the earlier Quaternary Period. During this time, the Mississippi River cut a 325-foot-deep (99 m) valley between what is now Lafayette and Baton Rouge. This valley was...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$40,740 to $50,411
Lafayette, Louisiana area prices
were up 1.2% from a year ago