IRA Services Representative jobs in San Bernardino, 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
  • Rimforest, 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**


  • 15 Days Ago

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • skyforest, 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 exceptio...
  • 15 Days Ago

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • blue, 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 exceptio...
  • 15 Days Ago

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Guest Services Representative
  • Agua Caliente Casino • Resort • Spa
  • Rancho Mirage, CA FULL_TIME
  • JOB DESCRIPTION SUMMARY Accommodates guest of the Hotel by performing the following duties. ESSENTIAL DUTIES AND RESPONSIBILITIES (other duties may be assigned) Monitor and analyze room inventory to m...
  • 16 Days Ago

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Spa Services Representative
  • Agua Caliente Casinos
  • Rancho Mirage, CA OTHER
  • Job Details Job Location: Agua Caliente Rancho Mirage - Rancho Mirage, CA Position Type: Full Time Salary Range: Undisclosed DescriptionJob Description Summary To welcome guests, answer all questions,...
  • 18 Days Ago

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Visitor Services Representative
  • Childrens Discovery Museum of the Desert
  • Rancho Mirage, CA PART_TIME
  • JOB SUMMARY Visitor Services Representatives are Part-Time, Non-Exempt para-professional assistants who provide support and maintenance to the welcome desk and museum store, its inventory and displays...
  • 19 Days Ago

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0 IRA Services Representative jobs found in San Bernardino, CA area

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Customer Service Representative
  • MasonHub, Inc.
  • Rancho Cucamonga, CA
  • **Customer Service Representative** at MasonHub Rancho Cucamonga, CA **Company Overview** MasonHub Inc. is an innovative...
  • 4/25/2024 12:00:00 AM

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MEMBER SERVICE REP
  • Crunch - Sir Fitness Llc.
  • Tustin, CA
  • Job Description Job Description Member Service Representative - lively environment, versatile assignments, competitive a...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep
  • GEODIS Group
  • Ontario, CA
  • ** Customer Service Rep** **Job Category****:** Operations **Requisition Number****:** CUSTO17790 Showing 1 location **J...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • Gaia Flooring, Inc.
  • Hacienda Heights, CA
  • Job Description Job Description Every Step Matters with Gaia Floor! As a fresh face in the flooring world, Gaia is build...
  • 4/24/2024 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...
  • 4/22/2024 12:00:00 AM

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Customer Service Rep
  • Coastal Community Solutions
  • Redlands, CA
  • Calling All Superheroes! Are you ready to unleash your incredible customer service powers for the greater good? We're on...
  • 4/21/2024 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...
  • 4/21/2024 12:00:00 AM

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SR Customer Service Rep
  • GEODIS Group
  • Ontario, CA
  • ** SR Customer Service Rep** **Job Category****:** Operations **Requisition Number****:** SRCUS022485 Showing 1 location...
  • 4/21/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 59.6 square miles (154 km2), of which 59.2 square miles (153 km2) is land and 0.4 square miles (1.0 km2), or 0.74%, is water. The city lies in the San Bernardino foothills and the eastern portion of the San Bernardino Valley, roughly 60 miles (97 km) east of Los Angeles. Some major geographical features of the city include the San Bernardino Mountains and the San Bernardino National Forest, in which the city's northernmost neighborhood, Arrowhead Springs, is located; the Cajon Pass adjacent to the northwest border; City...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$41,987 to $51,084
San Bernardino, California area prices
were up 3.0% from a year ago