Annuities Representative (New Business) jobs in Tallahassee, FL

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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Direct sales representative
  • Summit Business Group
  • Valdosta, GA FULL_TIME
  • Company :

    Summit Business Group

    Position :

    Direct Sales Representative

    Number Of Openings : 1 Territory Sales

    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.

    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

    Find out more about a career with us by visiting our website at www.altitudecrew.com . We look forward to speaking with you soon!

    Last updated : 2024-04-06

  • 12 Days Ago

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Customer Service Representative
  • New Hire Solutions
  • Thomasville, GA FULL_TIME
  • Customer Service Representative Thomasville, GA l Temp to Perm l $13.00 - $15.00 / Hour We are looking for a driven and experienced Customer Service Representative at a health insurance agency to answ...
  • 1 Month Ago

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Business Development Representative (BDR)
  • Bridgestone Americas
  • Remote, FL FULL_TIME
  • Azuga Company OverviewAzuga, a Bridgestone Company, is a mission-driven team committed to remaining the fastest growing enterprise fleet management mobility solution in the industry. With vehicle GPS ...
  • Just Posted

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National Business Development Representative
  • 360 FIRE & FLOOD, LLC
  • Tallahassee, FL FULL_TIME
  • Position Description: Can you build strong and lasting business relationships? Are you engaging, outgoing with a positive, upbeat attitude? If so, 360 Fire & Flood is looking for a results-driven Nati...
  • 1 Month Ago

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Business Development Representative
  • 360 FIRE & FLOOD FLORIDA, LLC
  • Tallahassee, FL FULL_TIME
  • Position Description: Can you build strong and lasting business relationships? Are you engaging, outgoing with a positive, upbeat attitude? If so, 360 Fire & Flood is looking for a results-driven Busi...
  • 1 Month Ago

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Business Analyst
  • Central Business Solutions, Inc
  • Tallahassee, FL FULL_TIME
  • Position Role/Title: Business Analyst Location: Tallahassee, FL. Job Overview: The advanced business analyst is a member of a full lifecycle development team. They will be expected to work across mult...
  • 5 Days Ago

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0 Annuities Representative (New Business) jobs found in Tallahassee, FL area

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Remote Sales Representative
  • Pierre Strand
  • Tallahassee, FL
  • Are you ready to take the next step in your career, blending the best of sales and client service? Look no further! We'r...
  • 4/20/2024 12:00:00 AM

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Customer Service Representative
  • Smi Inc
  • Tallahassee, FL
  • ** Customer Service Representative** **Job Category****:** Customer Service **Requisition Number****:** CUSTO001954 Show...
  • 4/20/2024 12:00:00 AM

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Outside Sales Representative
  • Leaf Home Safety Solutions
  • Tallahassee, FL
  • ** Outside Sales Representative** **Job Category****:** Sales Representatives **Requisition Number****:** OUTSI013507 Sh...
  • 4/20/2024 12:00:00 AM

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Sales Representative
  • Usadscenter
  • Tallahassee, FL
  • **Sales Representative** Tallahassee 2015-08-19 Ad ID: 137816 Job Offer: Sales / Marketing Jobs Region: Florida City: Ta...
  • 4/19/2024 12:00:00 AM

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Field Sales Representative
  • Nielsen
  • Tallahassee, FL
  • Job Description Job Description We provide our clients with the deepest understanding of audiences—and we can't do that ...
  • 4/18/2024 12:00:00 AM

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Remote Sales Representative
  • Symmetry Financial Group - The Delaney Agency
  • Tallahassee, FL
  • We are currently seeking highly motivated individuals, with a passion for career success and helping families to join ou...
  • 4/17/2024 12:00:00 AM

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Customer Service Representative
  • MMC Group
  • Tallahassee, FL
  • Details: Job Requirements Details: REMOTE - BUT must live in State of FL Starting Pay - $14.00/hour Start Date - 5/13/20...
  • 4/16/2024 12:00:00 AM

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Customer Service Representative
  • Sanitation Products of America
  • Tallahassee, FL
  • Job Description Job Description We are looking for an Customer Service Representative (Full-Time, 40 hrs/wk) who can per...
  • 4/16/2024 12:00:00 AM

Tallahassee (/ˌtæləˈhæsi/) is the capital city of the U.S. state of Florida. It is the county seat and only incorporated municipality in Leon County. Tallahassee became the capital of Florida, then the Florida Territory, in 1824. In 2017, the population was 191,049, making it the 7th-largest city in the U.S state of Florida, and the 126th-largest city in the United States. The population of the Tallahassee metropolitan area was 382,627 as of 2017[update]. Tallahassee is the largest city in the Florida Panhandle region, and the main center for trade and agriculture in the Florida Big Bend and S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$40,249 to $49,803
Tallahassee, Florida area prices
were up 1.5% from a year ago