IRA Services Representative jobs in Anaheim, CA

IRA Services Representative processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • ontario, CA PART_TIME
  • **This is a fully remote position***

    Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptional service to our clients. Here’s what you can expect:

    1. Client Education and Support: You’ll be the go-to resource for our clients, helping them navigate our simple sales process. Whether explaining policy options or addressing concerns, your expertise will make a difference.

    2. Sales Skills: Utilize your sales acumen to connect with clients, understand their unique needs, and recommend insurance plans that align with their family’s requirements.

    3. Uncapped Commissions: We believe in rewarding hard work. As a Licensed Representative, you’ll have the opportunity to earn uncapped commissions based on your performance. The sky’s the limit!

    4. Best-in-Class Training: We invest in your success. Access top-notch training programs that equip you with the knowledge and skills needed to excel in your role.

    5. Growth Potential: Our supportive environment fosters growth. Whether you aspire to move up the ladder or specialize in a specific area, we’re committed to helping you achieve your career goals.

    If you’re passionate about making a difference, enjoy working with people, and want to be part of a dynamic team, we invite you to join us as a Licensed Representative. Let’s shape the future together! 

    Responsibilities:

    As a Licensed Representative, you’ll play a pivotal role in our organization. Your day-to-day responsibilities will include:

    1. Needs Analysis and Client Education:

      • Conduct detailed insurance sales needs analysis via phone or Zoom with clients.
      • Educate clients about the differences between term and whole life insurance.
      • Identify matching insurance plans and services that align with clients’ unique situations.
      • Assist clients through the application process.
    2. Sales and Application Completion:

      • Close sales by accurately completing applications.
      • Utilize your sales skills to connect with clients and address their insurance needs.
    3. Collaboration and Support:

      • Work closely with internal support teams, trainers, and customer service representatives.
      • Foster a collaborative environment to ensure seamless client experiences.
    4. Other Duties:

      • Perform any related duties to contribute to the team’s success.

    Our Commitment to You:

    1. Growth Opportunities:

      • Join a company where 2/3 of our Leadership team has been promoted from within.
      • Unlock incredible growth potential as you excel in your role.
    2. Continuous Training:

      • Access top-notch training programs to stay informed and up-to-date with industry trends.
      • Regular one-on-one coaching and mentoring from experienced Brokers to enhance your skills.
    3. Clarity and Collaboration:

      • We value your feedback and actively seek ways to improve as a company.
      • Be part of a transparent and collaborative work environment.

    Qualifications:

    To thrive in this role, you should possess the following core skills and abilities:

    • Must be at least 18 years of age.
    • Successfully pass a background check.
    • Reside in the U.S.

    Apply Now:

    If you identify with the following traits, we encourage you to apply:

    1. Passionate Salesperson:

      • Thrive in a competitive environment.
      • Love being #1 and enjoy friendly competition.
      • Excited about building commissions.
    2. Entrepreneurial Spirit:

      • Passionate about learning and personal growth.
      • Strive to improve day by day.
      • Willing to share knowledge with others.
    3. Enthusiasm Spreader:

      • Motivate both customers and teammates.
      • Contagiously positive attitude.
      • Love making people’s day!

    Ready to shape your future with us? Apply now; let’s make a difference together! 

    **Checkout my website for more information:
    http://primerica.com/e_vthelen**


  • 11 Days Ago

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Client Services Representative
  • Service Champions Inc
  • Brea, CA FULL_TIME
  • Service Champions is the largest Heating, Plumbing and Air Conditioning company in Southern California, driven by our 7 Core Values: Integrity, Respect, Compassion, Punctuality, Teamwork, Enthusiasm, ...
  • 13 Days Ago

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Client Services Representative
  • Haven Air Conditioning
  • Anaheim, CA FULL_TIME
  • **Overview:** We are seeking a dedicated Customer Service Representative to join our team. The ideal candidate will have a passion for customer service and possess excellent communication skills. This...
  • 2 Days Ago

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Member Services Representative
  • Supreme Fitness Group
  • Garden, CA PART_TIME
  • *In order to be considered as a candidate for this position, it is required you complete the 2nd step application. Upon clicking "Submit Application", you will be directed to this 2nd step"* Job Summa...
  • 3 Days Ago

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Member Services Representative
  • Supreme Fitness Group
  • Chino, CA PART_TIME
  • *In order to be considered as a candidate for this position, it is required you complete the 2nd step application. Upon clicking "Submit Application", you will be directed to this 2nd step"* Job Summa...
  • 3 Days Ago

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Representative - Exhibitor Services
  • Freeman Company
  • Anaheim, CA FULL_TIME
  • About Us Freeman is a global leader in events. Whether virtual, in-person, or hybrid, Freeman is on a mission to redefine live for a new era. With a data-driven approach and the industry’s largest net...
  • 23 Days Ago

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0 IRA Services Representative jobs found in Anaheim, CA area

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1st Shift Customer Service Rep
  • Manpower
  • Santa Fe Springs, CA
  • Job Title: 1st Shift Customer Service Representative Location: Santa Fe Springs, CA 90670 Pay Rate: $23/hr What's the Jo...
  • 4/19/2024 12:00:00 AM

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Customer Service Rep
  • Ultimate Staffing
  • Torrance, CA
  • Job Title: Parts Department Customer Service Representative Job Type: Full-time Location: Torrance, CA Start Date: April...
  • 4/17/2024 12:00:00 AM

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Customer Service Rep
  • Arizona Tile, LLC.
  • Los Angeles, CA
  • Job Description Job Description Arizona Tile, the premier importer of natural stone and ceramic tile, in 10 Western stat...
  • 4/17/2024 12:00:00 AM

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Member Service Rep
  • Crunch
  • Tustin, CA
  • Member Service Representative - lively environment, versatile assignments, competitive atmosphere Would you like to work...
  • 4/17/2024 12:00:00 AM

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Customer Service Rep.
  • Saddle Creek Corporation
  • Buena Park, CA
  • The Customer Service Representative (CSR) is responsible for providing customers with high quality, professional custome...
  • 4/16/2024 12:00:00 AM

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Customer Service Rep
  • GEODIS Group
  • Fontana, CA
  • ** Customer Service Rep** **Job Category****:** Operations **Requisition Number****:** CUSTO17509 Showing 1 location **J...
  • 4/16/2024 12:00:00 AM

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Customer Service Rep
  • GEODIS Group
  • Compton, CA
  • ** Customer Service Rep** **Job Category****:** Operations **Requisition Number****:** CUSTO17820 Showing 1 location **J...
  • 4/16/2024 12:00:00 AM

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Customer Service Rep (ES)
  • Ultimate Staffing
  • Anaheim, CA
  • Ultimate Staffing is seeking a Call Center Customer Service Representative in Anaheim, CA General Description * Successf...
  • 4/16/2024 12:00:00 AM

Anaheim (/ˈænəhaɪm/) is a city in Orange County, California, part of the Los Angeles metropolitan area. As of the 2010 United States Census, the city had a population of 336,265, making it the most populous city in Orange County and the 10th-most populous city in California. Anaheim is the second-largest city in Orange County in terms of land area, and is known for being the home of the Disneyland Resort, the Anaheim Convention Center, and two major sports teams: the Anaheim Ducks ice hockey club and the Los Angeles Angels baseball team. Anaheim was founded by fifty German families in 1857 and...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$44,095 to $53,648
Anaheim, California area prices
were up 3.2% from a year ago