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)
The ideal person for this position must have strong Sales experience . This position is focused on developing new business through prospecting and cold calling, as well as using your strong presentation and negotiation skills. Must have a solid proven track record in successful selling. In this role, you will be involved in planning and executing effective sales strategies to meet or exceed profit and growth targets; identifying and properly qualifying business opportunities; and opening new accounts while expanding business at existing accounts.
Qualifications
At least 2 years experience in the staffing industry
A proven track record of breaking new accounts using innovative sales approaches
Superior communication, presentation and customer service skills
Effective negotiation and closing techniques
The ability to achieve and/or exceed sales quotas
The ability to work independently and as part of a team
Strong networking and relationship-building skills
A professional demeanor, positive attitude, and engaging personality
A strong work ethic motivated by results
The ability to stay organized and prioritize multiple tasks without compromising quality or service
Job Type: Full-time
Pay: $50,000.00 - $200,000.00 per year
Benefits:
Schedule:
Supplemental pay types:
Work Location: Hybrid remote in Sudbury, MA 01776
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0 Annuities Representative (New Business) jobs found in Lowell, MA area