Annuities Representative (New Business) jobs in Salem, OR

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)

S
Direct Sales Representative
  • Summit Business Group
  • Salem, OR OTHER
  • Company: 

    Summit Business Group

     

    Position: 

    Direct Sales Representative

     

    Number Of Openings: 

    1 Territory Sales

     

    About Us:

    Summit Business Group is a rapidly growing insurance agency committed to providing outstanding supplemental benefits plans to small and medium-sized businesses and their employees. With a focus on excellence and leadership, we are seeking an enthusiastic Direct Sales Representative to join our dynamic and competitive team.

     

    The Day To Day Role:

    As a Direct Sales Representative at Summit Business Group, you will have the freedom to plan your own work schedule and set your working hours each week. Because your primary goal is to establish connections with business owners and key decision-makers at small and medium-sized businesses within your sales territory through in-person sales calls, the hours that you work should/will reflect times when these businesses are open.

     

    Unlike traditional office-based roles, you will spend the majority of your day out in the field, cold calling using our Custom Salesforce CRM, building rapport with potential clients, and delivering compelling product presentations. You will be expected to close sales during your initial meetings or schedule follow-up appointments for closure.

     

    As part of your role at Summit Insurance, you will be responsible for maintaining strong client relationships through prompt and effective communication. This includes responding to client calls, texts, and emails, addressing their inquiries, and providing guidance throughout the claims process, ensuring a seamless and supportive experience during their time of need. 

     

    Beyond being a reliable resource for client inquiries, you will also proactively check in with your clients, demonstrating genuine care for their well-being, and actively seeking opportunities to enhance their insurance coverage with additional lines of protection that align with their individual needs. Your dedication to exceptional customer service and your ability to identify opportunities for tailored insurance solutions will be key in providing our clients with the comprehensive protection they deserve.

     

    Qualifications:

    • Proven work experience in sales or similar customer facing role

    • Experience in an outside sales position is a plus

    • Door to door sales or business to business experience preferred

    • Ability to manage the full training cycle, including in-person activities and web-based learning

    • Hands-on experience with e-learning platforms

    • Excellent organizational, communication, and presentation skills

     

    Compensation and Benefits:

    • Comprehensive training, including virtual classroom and hands-on sales training in your assigned territory

    • Weekly draw pay, short sales cycle with commissions paying out typically within a week, bonus eligibility on day 1.

    • Major medical benefits available after the first 90 days

    • Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions

    • Advancement and promotions based on individual performance

    • Ongoing professional development, advanced sales training, and leadership training

    • Increased schedule flexibility once you have an established book of business

    • Collaborate with like-minded, driven individuals in a family-like culture

     

    Additional Position Qualifications:

    • Health & Life general lines license or willingness to obtain within 90 days of job offer (Summit provides a study course and also offers licensing reimbursement for the fees the state charges)

    • Bachelor’s degree or a minimum of 4 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 4 years of professional work experience who have relevant or specialized outside sales experience.

    • Valid Driver’s License

    • Ability to pass a background check.

     

    Embark on a New Journey:

    If you're ready to break free from the ordinary and step into a role where your unique spirit leads to success, we invite you to apply and join the Summit Business Group. We are redefining insurance sales, and we're dedicated to equal opportunity employment and fostering a diverse workplace.

     

    We look forward to speaking with you!

     

    www.yoursummitinsurance.com

     

  • Just Posted

H
3D Business Development Representative
  • Hewlett Packard
  • Corvallis, OR FULL_TIME
  • This is an exciting business development opportunity supporting our Additive Manufacturing organization, known as 3D Printing, through proactive prospecting, generating leads and opportunities. Additi...
  • 19 Days Ago

S
Business Development Representative
  • SERVPRO of Benton and Linn Counties
  • Village, OR FULL_TIME
  • SERVPRO® of Benton County - Business Development Representative Do you love working with people and educating them? Then don’t miss your chance to join our Franchise as a new Business Development Repr...
  • 2 Days Ago

C
Revenue Cycle AR Claims Specialist
  • Corvallis Clinic Business Office
  • Corvallis, OR FULL_TIME
  • Position DetailsEmployment Status: Full-TimePosition Status: RemoteSchedule: M-F 8a-4:30pWeekly Hours: 40 Compensation: $17.65 - $22.05 per hour (based on years of experience)Summary: The responsibili...
  • 19 Days Ago

B
Independent Contractor – Cellular Sales Evaluation
  • Business Evaluation Services
  • Salem, OR CONTRACTOR
  • IMPORTANT: This position is for an independent contractor. Are you ready to play a vital role in assessing and enhancing the customer experience for a client's facility? You can, as an independent con...
  • 1 Day Ago

C
Medical Compliance Audit Analyst (Remote within Oregon)
  • Corvallis Clinic Business Office
  • Corvallis, OR FULL_TIME
  • Position DetailsEmployment Status: Full-TimePosition Status: RemoteSchedule: M-F 8:00 AM - 4:30 PMWeekly Hours: 40 Compensation: $19.45 - $24.30 per hour (based on years of experience)The Corvallis Cl...
  • 6 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Annuities Representative (New Business) jobs found in Salem, OR area

W
Customer Service Representative
  • WaFd Bank
  • Salem, OR
  • Min: USD $33,280.00/Yr. Max: USD $40,500.00/Yr. Job Summary: Love What you do and make a difference . . . We are looking...
  • 4/26/2024 12:00:00 AM

W
Customer Service Representative
  • Walmart
  • Salem, OR
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/26/2024 12:00:00 AM

U
Sales Account Representative
  • ULINE
  • Portland, OR
  • Portland, Oregon Sales Account Representative Pay from $65,000 to $75,000 per year Looking to launch your sales career? ...
  • 4/25/2024 12:00:00 AM

D
Multiline Representative
  • Diana Higgins Agency
  • Lake Oswego, OR
  • Job Description Job Description Multiple Line Representative - State Farm Agent Team Member Diana Higgins Agency - State...
  • 4/24/2024 12:00:00 AM

A
Customer Service Representative
  • ASC Profiles LLC.
  • Salem, OR
  • **Customer Service Representative** * Salem, OR, USA * Full-time * Job Posting Date: 7-Nov-2021 * Shift: 1st Shift * Dep...
  • 4/24/2024 12:00:00 AM

T
Sales Representative
  • Timscarpet
  • Salem, OR
  • **Job Title:** Sales Representative **Location:** Salem, OR **Salary Range:** Monthly **Experience:** N/A **Position:** ...
  • 4/22/2024 12:00:00 AM

S
Retail Representative
  • SAS Retail Services
  • Woodburn, OR
  • Why us? SAS Retail Services is part of the largest retail services company in the US, working with major consumer brands...
  • 4/22/2024 12:00:00 AM

R
Retail Sales Representative
  • R Squared Solutions
  • SALEM, OR
  • Are you a people person, persuasive, positive and confident? If so, we're now hiring Retail Sales Representatives and lo...
  • 7/26/2023 12:00:00 AM

Salem /ˈseɪləm/ is the capital of the U.S. state of Oregon, and the county seat of Marion County. It is located in the center of the Willamette Valley alongside the Willamette River, which runs north through the city. The river forms the boundary between Marion and Polk counties, and the city neighborhood of West Salem is in Polk County. Salem was founded in 1842, became the capital of the Oregon Territory in 1851, and was incorporated in 1857. Salem had a population of 169,798 in 2017, making it the second-largest city in the state after Portland. Salem is a little under an hour's driving dis...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$44,850 to $55,497
Salem, Oregon area prices
were up 3.9% from a year ago