IRA Services Representative jobs in Monroe, LA

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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Document Scan Services - Sales Representative
  • MOEbiz
  • Monroe, LA FULL_TIME
  • Position Overview:

    As a Document Scan Services Sales Representative, your primary responsibility is to generate sales for our document scanning services. You will be tasked with identifying potential clients, understanding their document management needs, and presenting our scanning solutions as viable options to meet those needs. This role requires a combination of sales expertise, excellent communication skills, and a deep understanding of document management technologies.

    Key Responsibilities:

    1. Prospecting and Lead Generation:

    · Identify potential clients through research, networking, cold calling, and other lead generation techniques.

    · Build and maintain a robust pipeline of prospects.

    2. Client Engagement:

    · Conduct consultations with potential clients to understand their document management challenges and requirements.

    · Present our document scanning services as solutions to address their specific needs.

    · Educate clients on the benefits and features of our services.

    3. Proposal Development:

    · Prepare customized proposals and quotes tailored to the requirements discussed with the client.

    · Collaborate with internal teams to ensure proposed solutions align with client needs and capabilities.

    4. Negotiation and Closing:

    · Negotiate pricing, terms, and contracts with clients to secure deals.

    · Close sales and achieve assigned revenue targets.

    5. Relationship Management:

    · Foster long-term relationships with clients to encourage repeat business and referrals.

    · Provide ongoing support and assistance to clients as needed.

    6. Market Analysis and Reporting:

    · Stay informed about industry trends, competitors, and market developments.

    · Provide regular reports on sales activities, pipeline status, and revenue forecasts.

    Qualifications:

    · Bachelor’s degree in Business Administration, Marketing, or related field preferred. Proven track record of success in B2B sales, preferably in document management, scanning services, or related industries.

    · Strong communication, negotiation, and presentation skills.

    · Excellent interpersonal skills with the ability to build rapport and trust with clients.

    · Proficiency in Microsoft Office Suite and CRM software.

    · Self-motivated with a results-driven attitude.

    · Ability to work independently and as part of a team.

    · Must pass a background check and drug screening

    Additional Requirements:

    · Willingness to travel as needed to meet with clients or attend industry events.

    · Flexibility to adapt to changing priorities and business needs.

    · Commitment to upholding company values and ethics in all interactions

    · Note: This job description is intended to outline the general nature and level of work expected of a Document Scan Services Sales Representative. It is not exhaustive and may be supplemented as necessary to meet the needs of the business.

    Job Type: Full-time

    Pay: $40,000.00 - $65,000.00 per year

    Benefits:

    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Work Location: In person

  • 25 Days Ago

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Dispatcher/Customer Service Representative
  • Roto-Rooter Plumbing & Drain Services
  • Monroe, LA FULL_TIME
  • Answering phones, Filing, Dispatching, Collections and misc office duties. Job Type: Full-time Pay: From $12.00 per hour Expected hours: No more than 40 per week Benefits: Dental insurance Health insu...
  • 6 Days Ago

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Insurance Sales Agent/Sales Representative
  • Freeway Insurance Services America, LLC
  • Bastrop, LA FULL_TIME
  • Pay Range: $10 Hourly Essential Job Functions Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer s...
  • 6 Days Ago

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Insurance Sales Agent/Sales Representative
  • Freeway Insurance Services America, LLC
  • Monroe, LA FULL_TIME
  • Pay Range: $10 Hourly Our Perks: Base hourly rate plus unlimited/uncapped commission. Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sale...
  • 7 Days Ago

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Environmental Services - Manager in Training
  • Healthcare Services Group, Inc.
  • MER ROUGE, LA OTHER
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 11 Days Ago

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Dining Services District Manager
  • Healthcare Services Group, Inc.
  • Monroe, LA OTHER
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 1 Month Ago

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0 IRA Services Representative jobs found in Monroe, LA area

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Customer Service Representative - Work From Home>
  • Healthon
  • West Monroe, LA
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/19/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Healthon
  • Ruston, LA
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/19/2024 12:00:00 AM

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Customer Service Representative
  • Waste Connections
  • Monroe, LA
  • We are looking for a Customer Service Representative to join the team at our Hauling site in Monroe, LA. The schedule is...
  • 4/18/2024 12:00:00 AM

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FT Customer Service Representative - Work From Home>
  • TridentCare
  • Monroe, LA
  • [Call Center / Remote] - Anywhere in U.S. / Competitive pay / Medical, dental & vision / 401k - As a Customer Service Re...
  • 4/18/2024 12:00:00 AM

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FT Customer Service Representative - Work From Home>
  • TridentCare
  • West Monroe, LA
  • [Call Center / Remote] - Anywhere in U.S. / Competitive pay / Medical, dental & vision / 401k - As a Customer Service Re...
  • 4/18/2024 12:00:00 AM

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Customer Service Representative
  • Entergy
  • West Monroe, LA
  • The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting custo...
  • 4/16/2024 12:00:00 AM

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Customer Service Representative
  • Havepurpose
  • Monroe, LA
  • **Customer Service Representative** **Location:** Monroe, LA, US, 71201 **Company:** Purpose Financial * Competitive Wag...
  • 4/16/2024 12:00:00 AM

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Customer Service Representative
  • Entergy
  • West Monroe, LA
  • The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting custo...
  • 4/16/2024 12:00:00 AM

Monroe (historically French: Poste-du-Ouachita) is the eighth-largest city in the U.S. state of Louisiana. It is the parish seat of Ouachita Parish. In the official 2010 census, Monroe had a population of 48,815. The municipal population declined by 8.1 percent over the past decade; it was 53,107 in the 2000 census. After a recheck in 2012, the Census Bureau changed the 2010 population from 48,815 to 49,147. Mayor Jamie Mayo, however, maintains that the Monroe population is more than 50,000 and indicated that he will pursue a continued challenge to the count. Monroe is the principal city of t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$35,824 to $43,586
Monroe, Louisiana area prices
were up 1.2% from a year ago