Annuities Representative (New Business) jobs in South Bend, IN

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 Specialist
  • NiSource
  • La Porte, IN FULL_TIME
  • Description

    Job Title: New Business Specialist

    Job Code: 107129

    Job Summary

    Accountable for execution of customer requested work essential to meeting key performance indicators through research of facilities, applying design standards, pricing, and invoicing, contracting and order management. Capable of providing technical solutions and process in sights that facilitate efficient installations for both the customer and the company. Anticipates challenges and collaborates with stakeholders to meet customer in service request. Provides exceptional customer experience that encourages repeat business with the company. May include field work related to design of customer requested work.

    Principal Duties and Responsibilities

    • Accurately designs and order management of customer requested gas and electric services, upgrades, relocates and other New Business cases, utilizing effective techniques for planning and tracking.
    • Assesses customer requirements and expectations to recommend specific products and solutions. Encourage conversion from alternate fuels to natural gas.
    • Analyze projects parameters and determine factors for contract preparation.
    • Calculate commercial hourly demand, annual fuel utilization.
    • Determine contract parameters in a manner that satisfies customer and complies with regulatory policies.
    • Provide an exceptional level of customer service in person, via telephone and electronic communication.
    • Review CAD drawings, prepare permits, easements, other miscellaneous documents for the design of gas and electric New Business cases.
    • Manage customer requirements from the initial needs through to the final delivery of gas and electric utilities.
    • Help provide solutions that effectively meet the needs of the customer and Company while complying with all applicable standards.
    • Manage time effectively, meet personal goals and work effectively with other members of the new business team.
    • Develops positive working relationships with internal and external customers and stakeholders through both direct and indirect communications.
    • Assist in the restoration efforts of customer power outages.
    • Meets or exceeds established goals.
    • Other duties as assigned.
    • Travel may be required.

    Required Qualifications for Position

    • Bachelor’s Degree or comparable experience.
    • Strong communication and presentation skills.
    • Basic knowledge of energy products, services, end-use applications
    • Strong computing skills including but not limited to the Microsoft family of software.
    • Exercises independent judgment and initiates solutions.
    • Ability to work collaboratively to accomplish business goals.
    • Excellent problem solving & decision-making skills.
    • Ability to meet pressured deadlines within time constraints.
    • Ability to manage multiple priorities.

    Preferred Qualifications for Position

    • Prior utility experience
    • Ability to read/interpret construction prints, understand and apply basic surveying principles.

    Disclaimer

    The preceding description is not designed to be a complete list of all duties and responsibilities required of the position.

    Inclusion & Diversity
    Value inclusion within your day to day responsibilities by respecting others perspectives/convictions, engaging others opinions, creating a safe environment where people, ideas, and opinions are valued within your Team/Customers and external partners.

    Respect and take into consideration diversity within your Team/Customers and external work partners by valuing different world views, challenges, and cultures that represent all walks of life and all backgrounds.

    Treat others with respect and consideration. Actively participate in creating and contributing to a positive work environment.

    Equal Employment Opportunity
    NiSource is committed to providing equal employment opportunities in each of its companies to all employees and applicants for employment without regard to race, color, religion, national origin or ancestry, veteran status, disability, gender, age, marital status, sexual orientation, gender identity, genetic information, or any protected group status as defined by law. Each employee is expected to abide by this principle.

    By applying, you may be considered for other job opportunities.


    Safety Statement

    Promote a safe work environment by actively participating in all aspects of our employee safety program. Report any unsafe conditions and take actions to prevent personal injuries. Support our interdependent safety culture by ensuring the safety of your co-workers. Stay focused on the task at hand and promote productivity through good work habits.

    Salary Range:

    $58,400.00 - $81,900.00

    Posting Start Date:

    2024-03-25

    Posting End Date (if applicable):

    2024-04-08
    Please note that the job posting will close on the day before the posting end date.
  • 28 Days Ago

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Sales Representative
  • New Holland Rochester
  • Rochester, IN FULL_TIME
  • SALES REP NEEDED – ROCHESTER, INDIANA Who We Are:New Holland Rochester, Inc., is a full-service agricultural farm equipment dealership with 7 locations in northern Indiana. What We Offer:A great work ...
  • 2 Months Ago

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New Business Project Manager (Hybrid)
  • NiSource
  • South Bend, IN FULL_TIME
  • Description We are looking to fill two positions. One position will support Valparaiso, I operating area. The other position will support LaPorte, Plymouth, and South Bend operating areas. The success...
  • 1 Month Ago

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Sales Representative
  • Shoreline Container, An Affiliate Of New Indy
  • South Bend, IN FULL_TIME
  • Shoreline Container and Packaging Sales Representative for northern Indiana/South Bend Shoreline Container is looking for a motivated and energetic sales professional to join our team. This exciting n...
  • Just Posted

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Patient Accounts Representative - Business Office
  • The South Bend Clinic
  • South Bend, IN FULL_TIME
  • Overview Department: Business Office Location: University Commons Campus; 6301 University Commons, South Bend, IN 46635 Hours: Full Time; Hours: Monday-Thursday 8:00am-5:00pm, Friday 8:00am-4:00pm Goo...
  • Just Posted

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Business Development Representative, Labor Union Market
  • BMI Audit Services
  • South Bend, IN FULL_TIME
  • Title: Business Development Representative, Labor Union Market Location: US Based Remote, in-person or hybrid (South Bend, IN) Compensation: Salary plus commission Type: Full-time Who We Are: BMI is a...
  • 9 Days Ago

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0 Annuities Representative (New Business) jobs found in South Bend, IN area

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Outside Sales Representative
  • Platinum Supplemental Insurance
  • SOUTH BEND, IN
  • If you’re exploring sales careers, you already know sales is the way to get ahead. You can sell just about anywhere, but...
  • 4/25/2024 12:00:00 AM

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Associate Sales Representative
  • CONMED Corporation
  • South Bend, IN
  • CONMED Orthopedics is seeking an ambitious Associate Sales Representative to represent our expansive product portfolio t...
  • 4/25/2024 12:00:00 AM

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Outside Sales Representative
  • Terminix International
  • Mishawaka, IN
  • Outside Sales Representative in Mishawaka, IN at Terminix Location * **Location:** **Experience:** Not Specified **Job D...
  • 4/25/2024 12:00:00 AM

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Sales Representative
  • Astro Shapes LLC
  • Elkhart, IN
  • Job Description Job Description Sales Representative Location: Individual must live within 2 hours of Chicago, IL, India...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • Walmart
  • South Bend, IN
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/24/2024 12:00:00 AM

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Business Development Representative
  • NCW
  • South Bend, IN
  • Job Description Job Description Regional Sales Manager with a leader in the design and manufacture of machine safeguardi...
  • 4/23/2024 12:00:00 AM

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Patient Service Representative
  • Beacon Health System
  • South Bend, IN
  • Full-time 615 N. Michigan Street Clerical Day Reports to the Manager or Director. Is responsible for the coordination of...
  • 4/22/2024 12:00:00 AM

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Financial Representative
  • The Western and Southern Life Insurance Company
  • Mishawaka, IN
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 4/21/2024 12:00:00 AM

South Bend is a city in and the county seat of St. Joseph County, Indiana, United States, on the St. Joseph River near its southernmost bend, from which it derives its name. As of the 2010 census, the city had a total of 101,168 residents; its Metropolitan Statistical Area had a population of 318,586 and Combined Statistical Area of 721,296. It is the fourth-largest city in Indiana, serving as the economic and cultural hub of Northern Indiana. The highly ranked University of Notre Dame is located just to the north in unincorporated Notre Dame, Indiana and is an integral contributor to the reg...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$41,946 to $51,904
South Bend, Indiana area prices
were up 1.3% from a year ago