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)
Now Hiring! Sales Representative
Full-time Job: Monday to Friday 8:00 am to 5:00 pm
Location: Lake Charles, LA 70601
Compensation: $40k-60k per year plus commission and bonus
$500/month mileage and travel reimbursement
What's in it for you:
Job Summary:
The B2b Sales Representative engages daily in enough customer conversations to move forward with an appointment. Also maintains activity to build sales funnel to achieve revenue goal on a consistent basis and grow year-over-year sales.
What You’ll Do:
What You’ll Need:
Who We Are:
At Function4, we focus on service offerings that can grow along with technology and our industry to ensure we always meet the needs of our customers.
We do that by providing the most intuitive and comprehensive combination of strategy, equipment, and maintenance available in today's market. Before we enter a customer contract, we analyze your entire document system setup, test for efficiency gaps, and formulate a strategy for improvement. We offer high-quality products from trusted vendors like Konica Minolta, Sharp, Kyocera, and HP so you'll never question your machine's reliability. Combine that with cutting-edge software, managed IT services, and leading industry expertise and you'll see why and how we deliver efficiency evolved.
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
Schedule:
Work Location: In person
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0 Annuities Representative (New Business) jobs found in Lake Charles, LA area