IRA Services Representative jobs in Fort Worth, TX

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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Inside Sales Rep - Texas First Rentals
  • Texas First Rentals- Inside Sales Representative
  • Fort Worth, TX FULL_TIME
  • Job Summary:

    Develops, maintains, and interacts with new prospects and existing customers to maintain and increase the company’s customer base and to achieve rental, sales, and service revenue goals. Establishes new accounts by marketing company product lines and offering value-added services.

    Essential Functions:

    • Assists walk-in customers and callers with counter sales & technical support
    • Demonstrates products to customers
    • Distributes promotional literature to customers and assists with sales and marketing initiatives to increase market share
    • Formulates bids on new and existing jobs and projects
    • Identifies and acquires new service contract opportunities
    • Receives customer orders and serves as the customer contact point
    • Generates a referral network to assist in increasing the client base
    • Occasionally assists in familiarizing customers with equipment and vehicles
    • Aids in implementing, sustaining, and developing quality improvement processes that focus on safety, financials, operations, and customer service
    • Maintains records of sales or other business transactions
    • Prepare sales or other contracts
    • Performs other duties as assigned

    Knowledge, Skills, and Abilities:

    • Knowledge of applicable accounting principles, budget preparation, and business acumen
    • Demonstrated knowledge of construction equipment and the rental industry
    • Demonstrated knowledge of selling techniques (prospecting, overcoming objections, closing sales)
    • Excellent selling, negotiating, and closing skills with the ability to build long-term business relationships
    • Proficient with MS Office Word, Excel, Outlook, etc.
    • Understands the implications of new information for both current and future problem-solving and decision-making
    • Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
    • Exceptional attention to detail
    • Excellent communication and interpersonal skills to establish working relationships with multiple departments and various levels of the organization
    • First-class organizational, multi-tasking, and time management skills, deadline-oriented
    • Understands written sentences and paragraphs in work-related documents, and communicates effectively in writing as appropriate for the needs of the audience
    • Ability to perform mathematical computations such as percentages, fractions, addition, subtraction, multiplication, and division quickly and accurately
    • Ability to work independently and within a team in a fast-paced, high-volume environment with an emphasis on accuracy and timeliness
    • Ability to read, analyze, and interpret professional journals, technical procedures, or governmental regulations
    • The ability to listen to and understand information and ideas presented through spoken words and sentences

    Education and Experience:

    • A minimum of three years of work-related skill, knowledge, or experience is required. Three to five years of experience preferred
    • High school diploma or equivalent with some college coursework or an equivalent combination of education and experience preferred
    • Valid driver’s license

    Supervisory Responsibilities:

    • None

    Travel:

    • No travel is expected for this position

    Physical Requirements:

    • This position involves extended periods in a stationary position; additionally, occasional movement inside the office to access office machinery, file cabinets, etc.
    • This role frequently communicates with others and must be able to exchange accurate information in these situations
    • This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines

    Work Environment:

    • This job is generally performed in a retail and office environment; with exposure to computer screens; exposure to noise, dust, grease, fumes, gases, heat, cold, and inclement weather conditions
    • Frequently works at a fast pace with unscheduled interruptions

    Disclaimer: Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

  • 26 Days Ago

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Client Services Representative
  • Arlington Pet Care Hospital
  • Arlington, TX FULL_TIME
  • Come be a part of our team! We are currently searching for a superstar technician to add to our roster. At Arlington Pet Care, we are firm believers that even when "I" can't, "we" can, so operating as...
  • 22 Days Ago

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Patient Services Representative
  • Serenity Healthcare
  • Fort Worth, TX FULL_TIME
  • Patient Services Representative Get your career started in healthcare! At Serenity Healthcare, we have the fulfilling job of helping patients take their life back! For anyone who is working at a conta...
  • 22 Days Ago

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Client Services Representative
  • Green Marketing Group
  • Arlington, TX FULL_TIME
  • Entry Level Marketing Associate Who We Are: At Green Marketing Group we focus on growth through the acquisition and retention of new customers. We specialize in face-to-face marketing and exceptional ...
  • 22 Days Ago

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Lobby Services Representative
  • American National Bank & Trust
  • Roanoke, TX FULL_TIME
  • Description GENERAL DESCRIPTION:The Lobby Services Representative (“LSR”) will be primarily responsible for providing superior and quality service to customers through efficient and accurate financial...
  • Just Posted

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Member Services Representative Weekend
  • Planet Fitness - Excel Fitness
  • Keller, TX PART_TIME
  • Grow with us! We’re Excel Fitness, a Planet Fitness franchise group based out of Austin, TX with 130 clubs and growing! Since 2016, we have grown from 16 locations in TX to over 90 locations in 6 stat...
  • Just Posted

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0 IRA Services Representative jobs found in Fort Worth, TX area

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Customer Service Rep
  • Pepco Sales Of Dallas, Inc.
  • Dallas, TX
  • Job Description Job Description Summary: A customer service representative is the key information interface between cust...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep
  • EPIMED International, Inc.
  • Dallas, TX
  • **Job Title** Customer Service Representative **Company** Epimed **Location** Dallas, TX **Industries** Medical Devices ...
  • 4/24/2024 12:00:00 AM

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Guest Service Rep
  • Raymond Management Company
  • Fort Worth, TX
  • ** Guest Service Rep** **Job Category****:** Front Desk **Requisition Number****:** GUEST002554 Showing 1 location **Job...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep
  • HomeServe USA Corp.
  • Grand Prairie, TX
  • ** Customer Service Rep** **Job Category****:** Crawford **Requisition Number****:** CUSTO005038 Showing 1 location **Jo...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep
  • Tailor Fits Recruiting
  • Fort Worth, TX
  • Job Description Job Description Our team is looking to bring on ambitious individuals who are willing to do what others ...
  • 4/24/2024 12:00:00 AM

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Member Services Rep
  • Financial Additions, Inc.
  • Irving, TX
  • Financial Additions is assisting a leading healthcare provider in search of a Member Service Representative Position wil...
  • 4/22/2024 12:00:00 AM

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Customer Service Rep
  • Horace Mann Company
  • Addison, TX
  • **Customer Service Rep** **We’re motivated by the fact that educators take care of our children’s future, and we believe...
  • 4/21/2024 12:00:00 AM

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Luxury Customer Service Rep
  • CornerStone Staffing
  • Dallas, TX
  • Job Description Job Description CornerStone Staffing has partnered with a luxury jeweler/retailer and is seeking a high ...
  • 4/21/2024 12:00:00 AM

Fort Worth is located in North Texas, and has a generally humid subtropical climate. It is part of the Cross Timbers region; this region is a boundary between the more heavily forested eastern parts and the rolling hills and prairies of the central part. Specifically, the city is part of the Grand Prairie ecoregion within the Cross Timbers. According to the United States Census Bureau, the city has a total area of 349.2 square miles (904 km2), of which 342.2 square miles (886 km2) is land and 7.0 square miles (18 km2) is covered by water. It is a principal city in the Dallas–Fort Worth metropl...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$38,727 to $47,117
Fort Worth, Texas area prices
were up 2.2% from a year ago