Annuities Representative (New Business) jobs in San Antonio, TX

Description

Summary:: 

Drive revenue by managing relationships at every stage of the buyer’s journey. The goal of a New Business Development Specialist is to develop the skills necessary to take a prospect/buyer through the entire sales process. Once New Business Development Specialist demonstrates the skills to consistently convert prospects they will serve as the primary liaison between customers and KOS: perform business reviews, field account questions, identify opportunities to expand relationship.

Essential Duties and Responsibilities: 

· Identify and convert prospective accounts into Knight Office Solutions customers

· Document coverage of assigned territory 

· Leverage prospecting information gathered from field operations, third party databases, social media, and other sources

· Maintain proper database hygiene: log activity, classify accounts, identify points of contact, update lead status, maintain and up to date forecast

· Attend weekly networking events assigned by Sales Manager

· Train customers on key operations

· Perform administrative tasks: develop proposals, complete sales order documentation, track mileage and other expenses

· Other duties as assigned

Supervisory Responsibilities: 

This job has no supervisory responsibilities.

Core Competencies: 

To perform the job successfully, an individual should demonstrate the following competencies:

Integrity & Trust, Ethics & Values - Decisions and actions consistently reflect KOS core values; practices honesty / fairness in all decisions; adheres to highest standards of business ethics.

Customer Focus - Provides excellent customer service; perpetuates the theme that customer satisfaction is everyone's responsibility.

Team Player, Peer Relationships - Cooperates willingly with others to achieve results; takes ownership and responsibility for own role and performs assigned work; can quickly find common ground and solve problems for the good of all with a minimum of noise.

Job Related Competencies:

Communication – Keeps manager(s) apprised of progress on tasks and notifies him/her of any problems.

Flexibility – Demonstrates ability to handle multiple tasks effectively; available for overtime to meet project deadlines.

Acceptance of Authority – Freely accepts direction, training, and constructive criticism from supervisors.

Initiative – Offers suggestions to improve processes; strives to increase skills and competencies.

Quality – Exhibits thorough job knowledge and technical ability; consistently provides quality, error-free work in accordance with deadlines.

Self-Accountability – Capable of operating autonomously to achieve expected results; ensures commitments are consistently met; seeks out training to enhance skills.

Attendance – Conforms to company standards on attendance and punctuality.

Attitude – Always professional in appearance and demeanor; openly supports company’s products and mission; anticipates potential problems and takes action to prevent.

Customer Service – Attentive to the needs of clients and co-workers (i.e. sales and service); responds quickly and thoroughly to questions and concerns; manages customer conflict.

Attitude Toward Criticism – Uses constructive criticism.

Confidentiality – Earns trust of co-workers and supervisors by maintaining confidentiality of company and client information.

Planning – Develops objectives and plans of action by prioritizing tasks.

Problem Solving – Demonstrates analytical ability to gather facts and develop solutions; judgment is sound and timely; anticipates potential problems and avoids or resolves.

Adaptability – Capable of working under constant interruptions.

Administration – Paperwork is completed accurately and in a timely manner.

Written Communication – Able to write clearly and succinctly; articulates messages that have a desired effect. 

Detail Oriented – Ability to take proper note taking in meetings, during sales process and proper paperwork 

Requirements

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 individuals with disabilities to perform the essential functions. 

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

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 individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually moderate.