Annuities Representative (New Business) jobs in Lawton, OK

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 1
  • Arvest Bank
  • Lawton, OK FULL_TIME
  • Location: 5201 SW Lee Blvd., Lawton, OK.

    Hours: Monday through Friday 8am to 5pm. Position may require occasional weekends and evenings as needed for community events.

    Preferred Qualifications: Outside sales experience and banking experience preferred.

    Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visi www.arvest.com/careers/benefits .

    Summary:

    SUMMARY: Under limited supervision, the Business Development Representative 1, will apply their personable, intuitive and strategic approach skills to engage and discover the needs of prospective small business customers. The incumbent is accountable for the development of new account relationships for specific targeted markets as directed by manager. The incumbent focuses on increasing sales by developing relationships, networking in the community and delivering information to the targeted market through a variety of methods. The incumbent is knowledgeable on Arvest products and services; cross selling all financial products, both personal and business, to the small business customer. The incumbent also assists with processing business loan requests through the appropriate departments. Usually works on simpler accounts and/or smaller businesses.

    ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

    • Perform all duties of the Business Banking Specialist.
    • Develop new relationships with prospects (businesses as well as individuals) in the targeted market area by designing, developing and implementing business development programs.
    • Conceive, develop, and execute performance objectives and overall plans for implementation in line with bank objectives that are acceptable to management.
    • Develop prospects through professional, networking, and bank referrals.
    • Establish account objectives and guidelines for all relationships within established bank guidelines.
    • Coordinate and assist/serve as a facilitator or moderator in product/service seminars in bank locations or within target market, as appropriate.
    • Maintain and develop extensive client, professional, public, governmental, and internal bank contacts for communications, service, and counseling in bank, trust, and investment matters.
    • May assist in the development of new Business Banking Specialists during training.
    • Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

    TEAM ACCOUNTABILITIES:

    • Cross-sell other services of the bank.
    • Support and uphold the Arvest Mission Statement.
    • Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded.
    • Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
    • Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank's overall operation.
    • Promote professionalism at all times.
    • Maintain involvement in community affairs to foster and promote the proper bank image at all times.

    Responsibilities:

    QUALIFICATION REQUIREMENTS:

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

    EDUCATION and/or EXPERIENCE:

    • Associates degree in Business, equivalent related education or related experience required
    • 2 years sales experience and successful completion of CFB4 within 1st year of employment or 1 year sales experience and prior completion of CFB4, required
    • Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
    • Thorough knowledge of banking products and services required
    • Knowledge of Arvest banking products preferred
    • Relationship building and/or networking experience preferred

    OTHER SKILLS AND ABILITIES:

    • Must be able to arrive at work on time, work on site and have regular work attendance
    • Must be able to occasionally work outside of normal business hours
    • Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style
    • Must be able to provide cordial customer service regardless of customer personality, presence or communication style
    • Must be able to perform several tasks at once
    • Must be able to work in a stressful atmosphere
    • Must be able to rotate job tasks
    • Must be able to greet others cordially
    • Must be able to coordinate multiple and changing priorities
    • Must be able to verbally communicate with all other associates
    • Must be able to operate telephone, copier and FAX machines
    • Must be able to move from department to department or bank to bank to attend meetings
    • Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation

    PHYSICAL DEMANDS:

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the employee is regularly required to talk or hear. The employee occasionally is required to stand and walk; sit; use hands to finger, handle, or feel objects: bend; and reach with hands and arms. The employee is regularly required to get themselves to and from clients using a personal or company provided automobile.

    The employee may occasionally lift and/or move up to 25 pounds and must be able to reach and carry.

    Specific vision abilities required by this job include close, distance and color vision and the ability to adjust focus.

    The incumbent must be able to travel frequently by themselves within the US, including overnight, and via automobile and air.

    WORK ENVIRONMENT:

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    The noise level in the work environment is usually moderate.


    Grade 14

    Pay Range: $49680 - $58995 per year

  • 1 Month Ago

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Customer Service Representative
  • Domino's Pizza | New Vision Pizza LLC
  • Ardmore, OK FULL_TIME
  • Our CSRs have the responsibility of our most customer facing employees. They should have excellent personal hygiene, communication, and people skills. They act as a liaison between the customer and in...
  • 3 Days Ago

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Team Lead
  • Nacho Business
  • Ardmore, OK FULL_TIME
  • Team Lead Job DescriptionWorking at QDOBA is about more than just amazing food. At QDOBA, we take pride in serving our community based on a winning recipe of Hospitality, Positivity, and Performance. ...
  • 19 Days Ago

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Team Member
  • Nacho Business
  • Lawton, OK FULL_TIME
  • Team Member Job DescriptionWorking at QDOBA is about more than just amazing food. At QDOBA, we take pride in serving our community based on a winning recipe of Hospitality, Positivity, and Performance...
  • 10 Days Ago

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Team Lead
  • Nacho Business
  • Lawton, OK FULL_TIME
  • Team Lead Job DescriptionWorking at QDOBA is about more than just amazing food. At QDOBA, we take pride in serving our community based on a winning recipe of Hospitality, Positivity, and Performance. ...
  • 11 Days Ago

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Team Member
  • Nacho Business
  • Weatherford, OK FULL_TIME
  • Team Member Job DescriptionWorking at QDOBA is about more than just amazing food. At QDOBA, we take pride in serving our community based on a winning recipe of Hospitality, Positivity, and Performance...
  • 1 Month Ago

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0 Annuities Representative (New Business) jobs found in Lawton, OK area

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Customer Service Representative
  • Pippin Brothers, Inc.
  • Lawton, OK
  • **Customer Service Representative** **Location** Lawton, OK **Description** ***The Big Task*** You will promote customer...
  • 4/26/2024 12:00:00 AM

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Customer Service Sales Representative
  • InsuraTec Services Group
  • Lawton, OK
  • Customer Service Sales Representative Location: Remote, Virtual, Work From Home Experience Level: Entry-Level (No Experi...
  • 4/25/2024 12:00:00 AM

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Commercial Field Representative
  • Tesla
  • Duncan, OK
  • Responsibilities Respond to corrective maintenance cases on commercial solar PV, commercial energy storage systems, vehi...
  • 4/25/2024 12:00:00 AM

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Funeral Sales Representative
  • Lawton Ritter Gray Funeral Home
  • Lawton, OK
  • Job Description Job Description Quality leads you can trust so you can earn what you want. You’re an ambitious professio...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • Walmart
  • Fort Sill, OK
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/24/2024 12:00:00 AM

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Commercial Field Representative
  • Tesla
  • Marlow, OK
  • Responsibilities Respond to corrective maintenance cases on commercial solar PV, commercial energy storage systems, vehi...
  • 4/24/2024 12:00:00 AM

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Bilingual Sales Representative
  • Specialized Recruiting Group - ExpressPros
  • Lawton, OK
  • Job Description Job Description We are seeking an Outbound Sales Rep to join our team! You will resolve customer questio...
  • 4/23/2024 12:00:00 AM

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Sales Representative
  • Green Bay Packaging, Inc.
  • Chickasha, OK
  • Position Overview: Are you ready to take your relationship-building skills and business acumen to the next level? Join o...
  • 12/7/2023 12:00:00 AM

Lawton is the fifth largest city in Oklahoma, located at 34°36′16″N 98°23′45″W / 34.60444°N 98.39583°W / 34.60444; -98.39583 (34.604444 N, 98.395833 W). The city has a total area of 75.1 sq mi (195 km2), all land. Lawton is located approximately 84 mi (135 km) southwest of Oklahoma City. Other surrounding cities include Wichita Falls about 47 mi (76 km) to the south, Duncan about 33 mi (53 km) to the east, and Altus about 56 mi (90 km) to the west. Lawton lies in an area typical of the Great Plains, with prairie, few trees, and flat topography with gently rolling hills. The region north of ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$38,015 to $47,040
Lawton, Oklahoma area prices
were up 1.2% from a year ago