Annuities Representative (New Business) jobs in San Bernardino, 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)

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New Business Development Manager
  • LifeStream
  • SAN BERNARDINO, CA OTHER
  • Job Details

    Level:    Experienced
    Job Location:    SAN BERNARDINO MAIN CAMPUS - SAN BERNARDINO, CA
    Position Type:    Full Time
    Education Level:    4 Year Degree
    Salary Range:    $70,000.00 - $74,880.00 Salary/year
    Travel Percentage:    Road Warrior
    Job Shift:    Day
    Job Category:    Sales

    POSITION SUMMARY

    The essential element of the New Business Development Manager is to develop new business with hospitals and increase our donor base through new blood drive account acquisition. Responsible for cold calling potential new donor groups, new donors and potential hospital customers. This position will develop, maintain, and expand relationships that result in new hospital customers and blood drives with new businesses, churches, schools and at key community events. A blood drive is considered new if it is not in the Hemasphere and/or HemaCollect system and there is no record of a previous blood drive at this business/account. Responsible for a comprehensive working knowledge of the opportunities in our service territory including new and expanding businesses, demographics, organizations, schools, and churches. Uses this knowledge to constantly identify strategic opportunities for growth and expansion within assigned territory. The New Business Development Manager works in collaboration with the Regional Account Managers (RAMs) to coordinate blood drives, community events, and recruitment activities.

    ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
    1. Develop a comprehensive working knowledge of the potential opportunities within assigned territory, including potential hospital customers, new and expanding businesses, demographic makeup, organizations, schools, churches and major events. Use this knowledge to identify strategic opportunities for growth and expansion (new blood drives and hospital customers) within the assigned territory. 
    2. Make cold calls to potential strategic partners to secure new customers which includes both potential hospital customers and new blood drive accounts. This could include in-person meetings, phone calls and digital outreach. 
    3. Procure new blood drive accounts by developing relationships with organizations not running blood drives with LifeStream. Work with assigned Territory Manager to secure resources for each blood drive, including staffing and equipment. 
    4. Host at least two successful blood drives at each new account before transitioning account over to the appropriate RAM (based on territory). Each blood drive must collect a minimum of 18 usable units with a minimum projection accuracy of at least 70% for the first drive and 80% for the second blood drive. 
    5. Successfully transition each new approved account to appropriate RAM. Ensure RAM has all the necessary information to guarantee future blood drives will be successful including an introduction to blood drive chairperson, account logistics, and key contact information. 
    6. Serve as a representative for LifeStream at community events and speaking engagements with the goal of gaining new blood donors and donor groups. 
    7. Work collaboratively with RAMs in assigned territory to ensure proper utilization of staffing and equipment resources. When necessary, collaboratively identify solutions to blood drive scheduling when resource calendar conflicts arise. 
    8. Other duties as assigned.

    Qualifications


    QUALIFICATION REQUIREMENTS

    To perform this job successfully, each essential duty (as identified above) must be performed satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. 


    GENERAL KNOWLEDGE, SKILLS, & ABILITIES
    1. Ability to proficiently read, write, and speak Spanish and English. 
    2. Ability to represent LifeStream with a positive attitude and a professional image. 
    3. Ability to provide excellent customer service. 
    4. Exceptional interpersonal, oral, and written communicative skills. 
    5. Excellent public speaking skills. 
    6. Well-developed skills in the areas of planning, organizing, prioritizing, negotiating and communication. 
    7. Ability to motivate. 
    8. Persuasion skills. 
    9. Creativity and innovative skills. 
    10. Time management skills. 
    11. Listening skills; assessing and addressing customer and organizational needs. 
    12. General knowledge of blood and blood components. 
    13. General knowledge of donor qualifications. 
    14. Sales skills. 
    15. Problem solving skills. 
    16. Self-starter, able to work independently, and plan accordingly. 

    EDUCATION

    Bachelor’s Degree (BA) in Business, Marketing, Public Relations, or related field preferred, or equivalent experience.

    EXPERIENCE

    Experience in sales/territory management, with a strong background in customer service is required. Excellent verbal and written communication and public speaking skills in both English and Spanish is preferred. Sales and marketing experience is strongly preferred.

    CERTIFICATES, LICENSES, ETC.

    Current California Driver’s License.

    LifeStream is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran status, or any other characteristic protected by applicable federal, state, or local law.

    LifeStream will consider qualified applicants with criminal histories in a manner consistent with the Los Angeles Fair Chance Initiative for Hiring.

    If you need accommodation for any part of the employment process because of a medical condition or disability, please send an e-mail to Accomodations@Lstream.org or call 909-386-6875 to let us know the nature of your request. A representative will respond to accommodation requests within two business days.  Please note that this email/phone number is for medical/disability accommodations only and any other inquiries will not receive a response.

     EEO is the Law.  For more EEO information about applicant rights click here.

    Our organization participates in E-Verify, for more information click here.

    All applicants who receive a conditional offer of employment will be required to undergo a pre-employment drug test in accordance with LifeStream’s established guidelines.

  • 1 Month Ago

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Administrative Representative
  • Career Site - New Applicants
  • Victorville, CA FULL_TIME
  • The Administrative Representative performs special and complex administrative and clerical skill functions and other duties as assigned. MINIMUM QUALIFICATIONS This position requires a minimum of two ...
  • 18 Days Ago

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Business Development Representative
  • Cut N Dry Restoration
  • Victorville, CA FULL_TIME
  • Cut N Dry Restoration in Rancho Cucamonga, CA is calling all social, energetic and customer service driven individuals to apply to join our amazing sales team as a full-time Business Development Repre...
  • 13 Days Ago

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Hospice Business Development Representative
  • Impact Solutions Inc
  • San Bernardino, CA FULL_TIME
  • Hospice Liaison Join one of the fastest growing hospice company in the nation! Seeking experienced hospice business development leaders. >Work from home >Autonomous position available >With a great CH...
  • 1 Month Ago

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Business Services Representative
  • San Bernardino County
  • San Bernardino, CA FULL_TIME
  • The Workforce Development Department is recruiting for a Business Services Representative for the Business Services Unit. Business Services Representatives work directly with the Workforce Innovation ...
  • 19 Days Ago

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Business Development Representative
  • SERVPRO of R&R B, Inc.
  • Hesperia, CA FULL_TIME
  • Do you love working with people and educating them?Then don’t miss your chance to join our Franchise as a new . In this position, you will be making a difference each and every day. We have a sincere ...
  • 2 Months Ago

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0 Annuities Representative (New Business) jobs found in San Bernardino, CA area

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Inside Sales Support Representative
  • Inside Sales Representative
  • West Covina, CA
  • Job Description Job Description We are seeking a career minded individual to join our sales team in food service equipme...
  • 4/15/2024 12:00:00 AM

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Sales Representative
  • SPECTRUM
  • Riverside, CA
  • Sells products and services to customers in assigned non-bulk multi-dwelling units (MDU) areas/properties with 20+ doors...
  • 4/15/2024 12:00:00 AM

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Client Representative
  • Summit Strive Consulting
  • San Bernardino, CA
  • Job Description Job Description Job Title: Client Representative Company Overview: Join our passionate team dedicated to...
  • 4/14/2024 12:00:00 AM

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Customer Service Representative
  • Walmart
  • San Bernardino, CA
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/14/2024 12:00:00 AM

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Sales Representative - Remote
  • InsuraTec
  • San Bernardino, CA
  • Job Description Job Description Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About U...
  • 4/14/2024 12:00:00 AM

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Brand Representative
  • AMS Retail Solutions
  • Moreno Valley, CA
  • Job Description Job Description As a Territory Representative, representing Bosch Power Tools, you would be the first po...
  • 4/11/2024 12:00:00 AM

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Sales Representative
  • AMPxTITANIUM SOLAR
  • Fontana, CA
  • Job Description Job Description Amp Titanium is looking for well rounded motivated individuals to come join our team. As...
  • 4/11/2024 12:00:00 AM

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Collections Representative
  • Bail Hotline
  • Riverside, CA
  • Job Description Job Description Collections Representative We are currently looking for an experienced Collections Repre...
  • 4/11/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 59.6 square miles (154 km2), of which 59.2 square miles (153 km2) is land and 0.4 square miles (1.0 km2), or 0.74%, is water. The city lies in the San Bernardino foothills and the eastern portion of the San Bernardino Valley, roughly 60 miles (97 km) east of Los Angeles. Some major geographical features of the city include the San Bernardino Mountains and the San Bernardino National Forest, in which the city's northernmost neighborhood, Arrowhead Springs, is located; the Cajon Pass adjacent to the northwest border; City...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$47,173 to $58,371
San Bernardino, California area prices
were up 3.0% from a year ago