Annuities Representative (New Business) jobs in Lawrence, MA

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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Architectural Business Development Representative
  • Pella Boston
  • Haverhill, MA OTHER
  • Boston Window & Door LLC dba Pella Boston Windows & Doors 

    Architectural Business Development Representative

    Greater Boston Area

     

    Are you a driven, independent, self-starter who constantly strives to be number one and has a motivational impact on everyone you meet?

     

    If you love working with Architects and providing technical information regarding residential projects, then we need to talk to you.  Pella Boston Windows and Doors, a growing company is now looking for an Architectural Business Development Representative to work closely with residentially focused architects within our footprint.  We need a confident, outgoing individual who is self-disciplined and thrives on a challenge.  We provide independence and an exciting, fast paced and fun work environment.  We look for you to provide a competitive drive, an outgoing nature, and the will to be the best sales representative in the industry.


    We offer:

    • Commission-based compensation, with opportunity to earn a great income
    • Smartphone, laptop computer and product samples
    • Full Benefits package including PTO, Medical, Dental, 401K and Life Insurance
    • Quality engineered product solutions that are unmatched in the Window and Door industry
    • Excellent Training programs and career development opportunities
    • Reputation of the Pella Brand

     

    Job Expectations:

    • Be a product expert and advise on the use and applications of Pella products.
    • Uncover new quoting opportunities with architects.
    • Be the architect’s primary contact for technical questions
    • With manager assistance, retain project control during preliminary planning stages.
    • Use CRM tool for all architectural activity reporting
    • Conduct Lunch and Learn meetings to educate architectural firms on our product while gaining credits
    • Participate in Associations where the likely of meeting and interacting with architects is high
    • Track list of job leads, bid, and won (lost) from your architectural efforts.

     

    Essential Skills and Attitudes Required:

    • Responsible and accountable for meeting company sales goals.
    • Actively call on architects, utilizing CRM, to learn jobs architects are currently designing.
    • Provide product and technical expertise in assisting architects with job requirements and specifications.
    • Provide Pella presentations / demonstrations with products / literature expounding the benefits/value of Pella as being “preferred window /door solution” for the architectural community.
    • Promptly resolve/escalate ANY architectural Pella issue, escalating to the Sales Manager/VP when necessary and appropriate.
    • Bring leads/plans to the attention of GM of Trade
    • Learn list of contractor bidders from Pella “friendly” architects.
    • Target specific architects as directed by management.
    • Actively participate in networking associations (AIA, CSI, BRAGB, NARI, NESA, etc.).
    • Send company generated advertising/promo emails quarterly.
    • Distribute ADM’s and literature
    • Assist training new trade sales reps on architect interaction


    Boston Window & Door is an innovative leader in creating a better view for homes and businesses by providing consultative design services, pre-finishing capabilities, and expert installation of our quality windows and doors for new construction, remodeling and replacement applications.  Boston Window & Door is a family-owned and professionally managed privately-held company, known by the industry for providing quality service and delivering on customer satisfaction.  This singular focus has helped us become a Top 10 distributor for Pella Corporation nationwide and the recipient of dozens of performance awards.

     

    QUALIFICATIONS:

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    CONDITION OF EMPLOYMENT:

    Pella Boston Windows and Doors is committed to workforce diversity. Pella is a Tobacco-Free Work Environment.  Post-offer background check and drug screen required.


    EQUAL EMPLOYMENT OPPORTUNITY:

    Pella Boston Windows and Doors provides a working environment free of discrimination and harassment.  Pella Boston Windows and Doors treats all persons equally, regardless of race, color, sex, religion, national origin, age or disability, as each is protected under federal law. A number of states in which Pella operates have laws protecting classifications of Team Members not necessarily protected under federal law. Therefore, Pella also treats all persons equally, regardless of political affiliation and belief, pregnancy, national origin, age, creed, marital status, military status, sexual orientation, mental disorder, veteran status, ancestry or handicap as each category is protected under a municipal ordinance or state law.


    Our mission is to provide the highest quality and value product, and services to our customers, at a level of profitability that encourages risk-taking and rewards Team Members and shareholders.

     

    Our Company Culture is goal orientated, inclusive, and supportive! We believe in continuous training and career development to provide a challenging, enjoyable and rewarding atmosphere. 

     

    At Pella we believe that each team member contributes directly to Pella’s growth and success, and we hope you will take pride in being a member of our team. Apply today to learn about your future as a team member of Pella Windows and Doors!

  • 16 Days Ago

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Business Development Representative
  • Aras Corporation
  • Andover, MA FULL_TIME
  • About the Role As a Business Development Representative, you are responsible for identifying and developing new opportunities for the sales teams to pursue. BDRs generate demand primarily via outbound...
  • 20 Days Ago

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Architect Business Development Representative
  • Pella Boston
  • Haverhill, MA FULL_TIME
  • Boston Window & Door LLC dba Pella Boston Windows & Doors Architect Business Development Representative Greater Boston Area Are you a driven, independent, self-starter who constantly strives to be num...
  • 12 Days Ago

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Business Development Representative
  • Granite Recovery Centers
  • Salem, NH FULL_TIME
  • Business Development Representative A Business Development Representative reports to the Vice President of Business Development. With the oversight of the Vice President of Business Development, the R...
  • 1 Month Ago

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Outside Admissions Representative (Danvers, MA area)
  • New England Tractor Trailer Training School (NETTTS)
  • Danvers, MA FULL_TIME
  • New England Tractor Trailer Training School (NETTTS) in North Andover, MA is a part of a 50 year old accredited school that is experiencing growth and has opportunities for an Admissions Representativ...
  • 14 Days Ago

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Video FW Verification Team Lead Engineer
  • Central Business Solutions, Inc
  • Andover, MA FULL_TIME
  • Position Role/Tile: Video FW Verification Team Lead Engineer Location: Andover, MA. Job Description: Join s Client Video Group (BVG), a world-class team responsible for designing and supporting some o...
  • 19 Days Ago

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0 Annuities Representative (New Business) jobs found in Lawrence, MA area

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Real Estate Sales Representative
  • ERA Key Realty Services
  • Boston, MA
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/24/2024 12:00:00 AM

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Vehicle Sales Representative
  • Ryder System
  • Norwood, MA
  • Job Seekers can review the Job Applicant Privacy Policy by clicking HERE. (https://ryder.com/job-applicant-privacy-polic...
  • 4/24/2024 12:00:00 AM

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Sales And Marketing Representative
  • D.o.e. Marketing Inc.
  • Boston, MA
  • Urgently Hiring About Us! At D.O.E Marketing we pride ourselves on offering direct, face-to-face marketing solutions for...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • DB Roberts
  • Wilmington, MA
  • Job Description JOB SUMMARY The major objective for this position is to provide essential elements of support for the In...
  • 4/22/2024 12:00:00 AM

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Customer Service Representative
  • DB Roberts
  • Wilmington, MA
  • Job Description JOB SUMMARY The major objective for this position is to provide essential elements of support for the In...
  • 4/21/2024 12:00:00 AM

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Sales Representative
  • Venture Solar
  • Haverhill, MA
  • **Venture Solar** **Sales Representative** **RSC - MA - Haverhill, MA - Full Time** **Venture Solar** offers paid traini...
  • 4/21/2024 12:00:00 AM

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Marketing Representative
  • RD Enterprises
  • Woburn, MA
  • Job Description Job Description Entry Level Marketing Assistant Immediate Hire RD Enterprises is one of the premier sale...
  • 4/20/2024 12:00:00 AM

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Delivery Representative
  • AmeriGas
  • Epping, NH
  • When you work for AmeriGas, you become a part of something BIG! Founded in 1959, AmeriGas is the nation’s premiere propa...
  • 4/1/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 7.4 square miles (19 km2), of which 7.0 square miles (18 km2) is land and 0.4 square miles (1.0 km2) (6.07%) is water. Lawrence is on both sides of the Merrimack River, approximately 26 miles (42 km) upstream from the Atlantic Ocean. On the north side of the river, it is surrounded by Methuen. On the south side of the river, the town is bordered by North Andover to the east, and Andover to the south and southwest. Lawrence is approximately 30 miles (48 km) north-northwest of Boston and 27 miles (43 km) southeast of Manc...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$47,709 to $59,034
Lawrence, Massachusetts area prices
were up 1.6% from a year ago