Annuities Representative (New Business) jobs in Tulsa, OK

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
  • Bixby, OK 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

  • 13 Days Ago

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New Car Sales Representative
  • KYLE EDWARDS BUICK GMC
  • Muskogee, OK FULL_TIME
  • ```Job Summary```We are seeking a highly motivated Sales Representative to join our team. The Sales Representative will be responsible for promoting and selling our products or services to customers. ...
  • 25 Days Ago

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Business Development Representative 2
  • Arvest Bank
  • Bartlesville, OK FULL_TIME
  • Position requires availability Monday through Friday from 8 am to 5 pm with the ability to work additional hours as needed including after hour events and meetings. Location: 100 SE Frank Phillips Blv...
  • 15 Days Ago

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Business Development Representative
  • SERVPRO of Pflugerville/Stillwater/Guthrie/S Tulsa/Edmond
  • Tulsa, OK FULL_TIME
  • SERVPRO of Pflugerville/Stillwater/Guthrie/S Tulsa/Edmond Business Development Representative Do you love working with people and educating them?Then don’t miss your chance to join our Franchise as a ...
  • 6 Days Ago

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Business Services Center Representative
  • GRAND LAKE MENTAL HEALTH CENTER INC
  • Tulsa, OK OTHER
  • Job Details Job Location: Tulsa - Skyline East II - Tulsa, OK Salary Range: Undisclosed DescriptionThis position is responsible and held accountable for the following duties: Answers incoming telephon...
  • 7 Days Ago

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Business Development Representative
  • Crown Construction Group, LLC
  • Salina, OK FULL_TIME
  • About us We are professional and our goal is to Develop and grow our company with a team of people all pulling in the same direction. . Our work environment includes: Modern office setting Food provid...
  • 8 Days Ago

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0 Annuities Representative (New Business) jobs found in Tulsa, OK area

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Sales Representative
  • HIRING IMMEDIATELY!!!
  • Tulsa, OK
  • Job Description Job Description We give our outside sales reps an average of 12-15 preset sales appointments per week fr...
  • 4/18/2024 12:00:00 AM

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Retention Representative
  • Hiring Now!
  • Tulsa, OK
  • Company Summary DISH, an EchoStar Company, has been reimagining the future of connectivity for more than 40 years. Our b...
  • 4/18/2024 12:00:00 AM

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Sales Representative
  • in Tulsa
  • Tulsa, OK
  • **Apply for Sales Representative** ** Sales Representative** LeafGuard Tulsa, OK Full-time Sales Posted on September 23,...
  • 4/16/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen Of America
  • Broken Arrow, OK
  • The ideal candidate must reside in the state of Oklahoma. They will deliver personalized investment solutions to help cl...
  • 4/16/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen Of America
  • Tulsa, OK
  • Who we are:Named to Forbes list of Worlds Best Insurance Companies for 2023 Modern Woodmen Fraternal Financial and MWA F...
  • 4/16/2024 12:00:00 AM

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Sales Representative
  • Direct Protection Security Inc.
  • Tulsa, OK
  • Job Description Job Description Direct Protection Security Inc Authorized ADT Dealer is an alarm company seeking highly ...
  • 4/16/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Broken Arrow, OK
  • The ideal candidate must reside in the state of Oklahoma. They will deliver personalized investment solutions to help cl...
  • 4/15/2024 12:00:00 AM

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Admissions Representative
  • Advatix - Advanced Supply Chain And Logistics
  • Tulsa, OK
  • Admissions Representative Role Summary Our client is seeking an Admissions Representative to join their rapidly growing ...
  • 4/15/2024 12:00:00 AM

Tulsa is located in the northeastern corner of Oklahoma, 99 miles (159 km) northeast of Oklahoma City; situated between the edge of the Great Plains and the foot of the Ozarks in a generally forested region of rolling hills. The city touches the eastern extent of the Cross Timbers, an ecoregion of forest and prairie transitioning from the drier plains of the west to the wetter forests of the east. With a wetter climate than points westward, Tulsa serves as a gateway to "Green Country", a popular and official designation for northeast Oklahoma that stems from the region's green vegetation and r...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$42,259 to $52,291
Tulsa, Oklahoma area prices
were up 1.2% from a year ago