Annuities Representative (New Business) jobs in Temple, TX

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)

Recently Added Annuities Representative (New Business) jobs

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Client & New Business Manager
  • Havas Media Srl
  • Milano, TX FULL_TIME
  • Hybrid Agency :Havas Media Group Job Description Summary : La figura presidia tutte le attività legate allo sviluppo del business dell’Agenzia, occupandosi di coordinare e gestire efficacemente i processi di new business, di gestire la relazione con i prospect, di dare supporto nel coordinamento delle Business Unit dedicate ai Clienti già attivi. Job Description : Attività e responsabilità principali: Porsi come “entry point” per tutte le opportunità di new business, facendo convergere su di sé la segnalazione di opportunità provenienti dai diversi canali (gare locali e globali, segnalazioni interne, lead generati a livello Village, lead generati da consulenti esterni…) in modo da tenere traccia di tutta la pipeline di Agenzia. Definire, in collaborazione con il Chief Client Officer e con il Board Havas Media, le modalità di risposta più opportune a seconda delle differenti casistiche ed i team di lavoro trasversali da coinvolgere. Coordinare il processo di new business, attivando i team e le risorse coinvolte nella preparazione di documenti, dati e proposte commerciali, supervisionando le attività e governandole da un punto di vista di processo, tempi, risorse, costi e qualità complessiva dell’output. Condividere regolarmente con il CCO lo stato di avanzamento delle attività, le proposte in fase di definizione ed i contatti sviluppati, elaborando la necessaria reportistica sia a livello locale sia a livello globale ed aggiornando le relative piattaforme. Gestire la casella di posta dedicata al new business e mantenere/sviluppare eventuali relazioni e contatti con le persone che si interfacciano con questo canale. Mantenere e sviluppare il contatto con i team di new business globali e con i referenti per il new business nelle altre agenzie del gruppo Havas in Italia. Mantenere il contatto con enti e società esterne (auditors, Recma, associazioni di categoria, ecc…) per quanto attiene alla rendicontazione delle attività legate ai Clienti e al new business. Gestire gli strumenti volti al monitoraggio della soddisfazione dei Clienti già attivi ed elaborare periodicamente le analisi relative all’andamento di questi indicatori nel tempo. Predisporre ed aggiornare i documenti di supporto allo sviluppo del business (credenziali, presentazioni di agenzia/servizi) ed organizzare eventuali attività di Pitch Theatre in collaborazione con l’area marketing e la segreteria di direzione. Gestire il programma di incentivazione interna (Friends are treasure) volto al coinvolgimento dei colleghi nella generazione di nuove opportunità di new business. Esperienza e requisiti richiesti: Conoscenza approfondita delle dinamiche caratterizzanti il settore delle agenzie media Esperienza minima di almeno 5-7 anni maturata all'interno di questo contesto, in ruoli orientati all'accounting, al new business, alla strategia Comprensione delle logiche strategiche ed operative legate allo sviluppo business e sensibilità commerciale Capacità di coordinare team di lavoro trasversali e cross funzionali, organizzando il lavoro in termini di tempi e risorse dedicate Spiccate doti di project management e capacità di esprimere leadership, anche in contesti non gerarchici Elevate abilità di comunicazione e relazione interpersonale, capacità di sviluppare il network di relazioni interno ed esterno, disinvoltura nelle attività di presentazione e public speaking Elevata attenzione ai dettagli, precisione e cura per tutti gli aspetti (di contenuto e formali) relativi ai singoli task assegnati Capacità di comprendere, elaborare ed analizzare dati numerici e di business Intraprendenza, determinazione, capacità di lavorare sotto pressione Ottima conoscenza di Excel e di Power Point; capacità di creare documenti efficaci e di impatto Ottima conoscenza della lingua inglese Skills : Business Leads, Pitch, Prospecting, Sales Contract Type :Permanent Here at Havas across the group we pride ourselves on being committed to offering equal opportunities to all potential employees and have zero tolerance for discrimination. We are an equal opportunity employer and welcome applicants irrespective of age, sex, race, ethnicity, disability and other factors that have no bearing on an individual’s ability to perform their job. Due to high volume of applications, only eligible or matching candidates will be contacted by us. If you don't find a suitable opening on our Career Site, don't worry! You can still send your resume to us. Please go to Consider me for Future Openings. About Us Founded in 1835 by Charles-Louis Havas, Havas is one of the world’s largest global communications groups, with more than 22,000 people in over 100 countries sharing one single mission: to make a meaningful difference to brands, businesses, and people. Havas has developed a fully integrated model covering all communications activities. The teams of the three business units, Creative, Media and Health & You, work together with agility and in perfect synergy to offer clients tailor-made, meaningful, innovative and entertainment-oriented solutions that support them in their positive transformation. Life at Havas We take great pride in our Havas family. They bring many unique personalities, perspectives and passions to their work. Collaboration is at the core of how we operate, and Havas Villages are the homes we work in. We encourage our people to take advantage of our many opportunities to learn and grow. Through local agency training sessions, our unique global and development programs, we offer our people endless opportunities to explore. Havas Creative Network At Havas, we believe creativity isn’t just a description of our business, it is part of our agencies’ DNA. We bring together some of the industry’s most creative and accomplished agencies. By combining creative expertise with the strategic and innovative power of our Villages, we can build seamless teams around the individual needs of each of our clients. Havas Media Network We create the best media experience, capitalizing on the most meaningful media to build more meaningful brands. We know how to connect a client with their target audience – in the context of where they are, through the content they pay attention to. We deliver this expertise through the Mx System, our global operating methodology and strategic planning process, that creates value for our clients by turning consumer intelligence into clear growth targets, aligning stakeholders and KPIs, and measuring the impact of media experiences. Havas Health & You Driven by human purpose and focused on the betterment of humanity through health, Havas Health & You leverages a global collection of experts and individuals to help people everywhere live healthier lives. With a spirit rooted in innovation, creativity, and education, we are dedicated to delivering consistent excellence and groundbreaking work.
  • 11 Days Ago
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H
Client & New Business Manager
  • Havas Media Srl
  • Milano, TX FULL_TIME
  • Hybrid Agency :Havas Media Group Job Description Summary : La figura presidia tutte le attività legate allo sviluppo del business dell’Agenzia, occupandosi di coordinare e gestire efficacemente i proc...
  • 11 Days Ago
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Business Development Representative
  • SCP Distributors LLC
  • Bryan, TX FULL_TIME
  • Location: SCP Distributors, 266 Marino Rd, Bryan , Texas - 77808 Pay: $50,000 to $60,000 plus generous bonus opportunities, company vehicle, benefits, and so much more! Looking to work for the best in...
  • 12 Days Ago
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Business Development Representative
  • POOLCORP
  • Bryan, TX FULL_TIME
  • Location: SCP Distributors, 266 Marino Rd, Bryan , Texas - 77808Pay: $50,000 to $60,000 plus generous bonus opportunities, company vehicle, benefits, and so much more!Looking to work for the best in t...
  • 12 Days Ago
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Business Development Representative
  • Stratus Auto Equipment
  • College Station, TX FULL_TIME
  • **Job Overview:** We are seeking a dynamic Business Development Representative to join our team. The ideal candidate will be responsible for driving business growth through developing and maintaining ...
  • 13 Days Ago
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Regional Truck Driver
  • Dayspring Business Services
  • College Station, TX FULL_TIME
  • Job DescriptionIf you're looking for great mileage and home time you can work consistently with us. Start your truck driving career with the miles and schedule you need. Earn up to $40,000 per year. W...
  • 2 Months Ago
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0 Annuities Representative (New Business) jobs found in Temple, TX area

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Sales Representative
  • SPECTRUM
  • Waco, TX
  • Average Target Compensation of $105,000 + Uncapped Incentives JOB SUMMARY Connect people and communities by offering bes...
  • 5/9/2024 12:00:00 AM
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Customer Service Representative
  • Pizza Hut
  • Temple, TX
  • Description: Gather round the good stuff with a career at Pizza Hut; because this is a place where great people are in g...
  • 5/8/2024 12:00:00 AM
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Access Services Representative
  • Baylor Scott & White Health
  • Temple, TX
  • **JOB SUMMARY** The Access Services Representative 1 obtains current and accurate demographics and insurance information...
  • 5/8/2024 12:00:00 AM
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CUSTOMER SERVICE REPRESENTATIVE>
  • Family Dollar
  • Belton, TX
  • Family Dollar - 900 S MAIN ST [Retail Associate / Cashier / Team Member] As a Customer Service Representative at Family ...
  • 5/8/2024 12:00:00 AM
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Inside Sales Representative
  • SRS Building Products - Round Rock
  • Round Rock, TX
  • An Inside Sales Representative will assist our walk-in customers directly, coordinate closely with our outside sales for...
  • 5/7/2024 12:00:00 AM
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Sales Representative*
  • Power Home Remodeling Group
  • Round Rock, TX
  • **Sales Representative** Power Home Remodeling is a company founded on hard work, innovation, purpose, and positivity. W...
  • 5/7/2024 12:00:00 AM
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INSIDE SALES REPRESENTATIVE
  • Metal Sales Manufacturing Corporation
  • Temple, TX
  • Summary: The Inside Sales Representative role with Metal Sales provides an opportunity to learn about the metal manufact...
  • 5/6/2024 12:00:00 AM
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A
Direct Sales Representative
  • Astound Broadband Powered by Grande
  • Waco, TX
  • Direct Sales Representative Waco, Texas Astound Broadband, the sixth-largest telecommunications provider in the United S...
  • 5/5/2024 12:00:00 AM
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About Temple, Texas

Temple is a city in Bell County, Texas, United States. As of 2016, the city has a population of 73,600 according to a US census estimate. Located near the county seat of Belton, Temple lies in the region referred to as Central Texas and is a principal city in the Killeen–Temple–Fort Hood Metropolitan Statistical Area, which as of 2015 had a population of 450,051. Located off Interstate 35, Temple is 65 miles (105 km) north of Austin and 34 miles (55 km) south of Waco. Temple has developed as a small city with a number of arts and retail amenities not typically associated with a smaller commun...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$40,428 to $50,028
Temple, Texas area prices
were up 1.2% from a year ago
View detail