Annuities Representative (New Business) jobs in Orange, CA

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)

Recently Added Annuities Representative (New Business) jobs

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Business Development Representative
  • Century Business Solutions
  • Irvine, CA FULL_TIME
  • Headquartered in Irvine, California, EBizCharge by Century Business Solutions specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP Business One, Microsoft Dynamics, NetSuite, Epicor, Acumatica, and major online shopping carts, including Magento and WooCommerce. EBizCharge offers its employees unlimited earning potential, career advancement opportunities, and a dynamic work environment.
    We are expanding and looking for a talented and competitive Business Development Representative that thrives in a quick sales cycle environment. You must be comfortable making a high volume of calls per day, generating interest, qualifying prospects, and setting product demonstration appointments.
    Position Responsibilities:
    • Qualify prospects and set product demonstration appointments through proactive outbound prospecting.
    • Demonstrate comprehensive understanding of the various proprietary integrated solutions available from Century.
    • Manage time effectively in order to meet daily phone time requirements.
    • Learn our CRM/data system.
    Qualifications:
    • BA/BS Degree in Business Administration or related field required.
    • Prior B2B lead generation sales experience is preferred not required.
    • Willing to learn and is coachable
    • An upbeat, positive and enthusiastic attitude
    • Is a great self-starter with a sense of urgency
    • Has excellent communication/interpersonal skills
    • Some sales experience is preferred but not required
    Compensation and Benefits:
    • Strong Hourly pay weekly bonuses.
    • 100% employer paid benefits (including Medical, Dental, Vision, & life insurance) for selected plans for the employee.
    • Retirement 401(k) plan with company match.
    • Gym access, dry cleaners, car wash conveniently located within building.
    • Generous PTO plan with an additional 9 Days Company Paid Holidays per year.
    Company:

    Headquartered in Irvine, California, EBizCharge by Century Business Solutions specializes in developing payment processing applications that facilitate electronic payment processing within the workplace, enhance transaction security, and increase client profits. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage ERP products, SAP Business One, Microsoft Dynamics, NetSuite, Epicor, Acumatica, and major online shopping carts, including Magneto WooCommerce, and Volusion.
    The Company is committed to compliance with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in Company operations. The Company prohibits unlawful discrimination against any job applicant, employee, or unpaid intern by any employee of the Company, including supervisors and coworkers. Pay discrimination between employees of the opposite sex or between employees of another race or ethnicity performing substantially similar work, as defined by the California Fair Pay Act and federal law, is prohibited.
    Job Type: Full-time
  • 1 Day Ago
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Office Services Representative
  • Canon Business Process Services, Inc.
  • Orange, CA FULL_TIME
  • Under general supervision, is responsible for all mail, packages and interoffice correspondence handling and dispatching for all classes of mail/packages. Responsible for the handling, routing, pick-u...
  • 15 Days Ago
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Office Service Representative I
  • Canon Business Process Services, Inc.
  • Orange, CA OTHER
  • Overview Under general supervision, is responsible for all mail, packages and interoffice correspondence handling and dispatching for all classes of mail/packages. Responsibilities may also include co...
  • 15 Days Ago
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Office Services Representative
  • Canon Business Process Services, Inc.
  • Orange, CA FULL_TIME
  • Under general supervision, is responsible for all mail, packages and interoffice correspondence handling and dispatching for all classes of mail/packages. Responsible for the handling, routing, pick-u...
  • 15 Days Ago
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C
Office Service Representative I
  • Canon Business Process Services, Inc.
  • Orange, CA OTHER
  • Overview Under general supervision, is responsible for all mail, packages and interoffice correspondence handling and dispatching for all classes of mail/packages. Responsibilities may also include co...
  • 15 Days Ago
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New Business Specialist II
  • Pacific Life
  • Newport, CA FULL_TIME
  • Job Description:Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeki...
  • 26 Days Ago
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0 Annuities Representative (New Business) jobs found in Orange, CA area

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Senior Sales Representative
  • EverLine Coatings - S Orange County
  • Rancho Santa Margarita, CA
  • Job Description Job Description Benefits: 401(k) matching Bonus based on performance Competitive salary As seen on CBC's...
  • 4/26/2024 12:00:00 AM
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Brand Representative
  • AMS Retail Solutions
  • South Gate, CA
  • Job Description Job Description Immediate opening for Territory Representative for Bosch Power Tools Ideal candidates ha...
  • 4/25/2024 12:00:00 AM
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Field Marketing Representative
  • Konscious Foods
  • Los Angeles, CA
  • About the Position: We seek an enthusiastic and dynamic individual to join our team as a Field Marketing Representative ...
  • 4/25/2024 12:00:00 AM
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Customer Service Representative
  • Alpha Knet Inc
  • Monterey Park, CA
  • Our team is hiring for an Entry Level Customer Service position. Candidates for this role must possess integrity, charac...
  • 4/24/2024 12:00:00 AM
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Sales Service Representative
  • Outsource Licensee Network Inc
  • Lakewood, CA
  • Job Description Job Description Job Duties: As an authorized representative for Amazon, we are responsible for - Sales S...
  • 4/23/2024 12:00:00 AM
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Brand Representative
  • AMS Retail Solutions
  • South Pasadena, CA
  • Job Description Job Description Immediate opening for Territory Representative for Bosch Power Tools Ideal candidates ha...
  • 4/23/2024 12:00:00 AM
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Legal Plan Representative
  • Association for Los Angeles Deputy Sheriffs
  • Monterey Park, CA
  • Job Description Job Description Under general supervision, performs a wide variety of moderate to advanced administrativ...
  • 4/22/2024 12:00:00 AM
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Sales Representative
  • Knorr Systems
  • Santa Ana, CA
  • Job Description Job Description Commercial Aquatics Sales Representative Sales representatives are the principal point o...
  • 4/22/2024 12:00:00 AM
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About Orange, California

Orange is a city located in Orange County, California. It is approximately 3 miles (4.8 kilometers) north of the county seat, Santa Ana. Orange is unusual in this region because many of the homes in its Old Town District were built before 1920. While many other cities in the region demolished such houses in the 1960s, Orange decided to preserve them. The small city of Villa Park is surrounded by the city of Orange. The population was 139,812 as of 2014. The city has a total area of 25.2 square miles (65 km2), 24.8 square miles (64 km2) of which is land and 0.4 square miles (1.0 km2) of which i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$49,406 to $61,135
Orange, California area prices
were up 3.0% from a year ago
View detail