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)
Job Description
Job Description
We are looking for a competitive, sales-driven, and highly-motivated field sales representative to join our team. You'll be responsible for developing and implementing your own initiatives and aggressive sales strategies to grow your sales territory.
The ideal candidate knows how to get the sale, leaning into their strong communication and interpersonal skills to convert potential customers into new clients.
We offer a base salary plus a robust commission plan. If this sounds like the perfect fit for you, start your application today! Compensation :
$13 - $25 hourly
Responsibilities :
Qualifications :
About Company
At Integrated Business Financing, we offer business funding to enable startups or existing small business owners to start, grow, or maintain their businesses.
This is an exciting opportunity to join a team of highly competitive and collaborative individuals as we continue on this path of growth.
The sales team’s core responsibility is to help clients during their business funding experience and to educate and assist the clients with their funding journey.
Our Core Values : Make an impact
Make an impact
Educate
Do it for the story
Transparency and Trust
Own it
Under promise and over deliver- Consistently set expectations and exceed them
Win, win, win- We look for wins for our partners, wins for clients, and wins for us.
Excellence in everything we do!
0 Annuities Representative (New Business) jobs found in Tampa, FL area