IRA Services Representative, Sr. jobs in La Crosse, WI

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Sales Representative
  • Huebsch Services
  • Eau Claire, WI FULL_TIME
  • Outside Sales Representative

    Location: Eau Claire

    Department: Sales

    Reports to: Sales Manager

    FLSA: Exempt

    Role: Individual Contributor

    Summary

    A sales representative establishes and maintains a professional company image through proper sales, marketing, and customer relations; all while modeling the Huebsch company values. In this self-motivating position, strong communication skills, accuracy, and the ability to relate to all types of personalities will lead to success not only in this position, but also for the sales team and Huebsch.

    Key Performance Indicators

    1. Meet or exceed set sales goals.

    2. Meet or exceed set prospecting goals.

    3. Effectively utilize and demonstrate Huebsch selling techniques with prospects.

    4. Establish and maintain a professional company image by modeling the Huebsch values.

    5. Actively participate in the learning environment by offering suggestions to improve products and processes.

    6. Utilize CRM tool daily to keep prospects accurately updated through the Deal process.

    7. Understanding of Huebsch Target Market.

    Core Functions

    · Apply CRM tools and territory management to identify key prospects, maximize time efficiency, and proactively maintain a database to maximize long-term opportunities.

    · Conduct high volume prospecting activity including cold calls, phone calls, emails, mail, social media, and other techniques.

    · Identify profitable prospects/customers and present solutions for their specific needs.

    · Qualify and acquire new business using the Huebsch Selling Process.

    · Prioritize key accounts and activities to maintain pipeline health.

    · Accurately complete all required documentation for agreements and orders.

    · Proactively communicate order processing with all involved departments to ensure timely and accurate order fulfillment.

    · Learn and continuously expand knowledge of sales, product and Industrial Laundry/Textile rental industry knowledge.

    · Participate in community organizations to demonstrate the Huebsch core values.

    · Other duties as assigned.

    Winning Behaviors, Competencies, and Skills

    This is an independent, self-starter position within a team environment which requires high levels of motivation, determination, and energy. A competitive, friendly person with strong questioning and listening skills who can relate to all personality types will be successful in this goal driven position. Additionally, a sales representative must know when to involve other individuals when working with a prospect, maintain the ability to communicate/direct, and have the willingness to be a team member.

    Advanced skills prospecting on the phone and face to face, in territory and pipeline management, and with presenting and closing a sale are required to excel in this position. A solid understanding of CRM software, Microsoft Office, and conducting needs analysis is crucial for a successful sales representative to have. Proven organization, time management, and communication skills will lead to positive sales results.

    Desired Experience

    Education: A bachelor’s degree in professional sales and/or marketing

    Work Experience: Proven success with territory sales in a business-to-business environment; minimum of three years.

    Working Conditions

    Work Environment: Indoors/Outdoors

    • Low to moderate noise levels
    • Able to work at a stationary computer workstation
    • Travel is required in all weather conditions
    • Prospect locations work environments will vary
    • Possible humid and hot temperatures in the summer and cool or cold temperatures in the winter

    Personal Protective Equipment: Eyewear, gloves, hearing protection, protective clothing, and/or masks may be required.

    Physical Demand: Low

    • Must be able to sit for extended period of time
    • Ability to lift 10 to 50 pounds occasionally
    • Additional travel for sales calls, installations, training, company meetings, and industry functions may be required
    • Other tasks and duties as assigned.

    Job Type: Full-time

    Pay: $55,000.00 - $65,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Cell phone reimbursement
    • Dental insurance
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Referral program
    • Vision insurance

    Compensation package:

    • Commission pay

    Schedule:

    • 8 hour shift
    • No nights

    Travel requirement:

    • Up to 75% travel

    Work Location: In person

  • 16 Days Ago

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Patient Services Representative
  • Aspen Dental
  • Eau Claire, WI FULL_TIME
  • At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
  • 16 Days Ago

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Member and Provider Services Representative
  • Group Health Cooperative of Eau Claire
  • Altoona, WI FULL_TIME
  • Position Purpose The Member and Provider Service Representative provides exceptional customer service and accurate information to Cooperative members and providers. Essential Position Functions Answer...
  • Just Posted

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Member Services Representative II
  • WESTconsin Credit Union
  • Chippewa Falls, WI FULL_TIME
  • Do you enjoy learning about a company's products and services and sharing that knowledge with others? If so, we may have the perfect opportunity for you to spend your day at WESTconsin Credit Union. W...
  • 2 Days Ago

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Member Services Representative
  • Planet Fitness
  • La Crosse, WI FULL_TIME,PART_TIME
  • At Planet Fitness, we pride ourselves in creating a culture that empowers people to live a healthy lifestyle. Our goal is to assist our members and our employees to reach their full potential. We are ...
  • 20 Days Ago

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Guest Services Representative - PT
  • IDM Hospitality Management
  • Marshfield, WI FULL_TIME
  • SUMMARY SCOPE OF ROLE Attend to guests’ needs, including, but not limited to, registration, reservation, checkout and cashiering. MINIMUM EDUCATION/RELEVANT WORK QUALIFICATIONS High school or equivale...
  • 1 Month Ago

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0 IRA Services Representative, Sr. jobs found in La Crosse, WI area

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Onsite service representative
  • Grainger
  • La Crosse, WI
  • Job Description Job Description Position Details: The Onsite Services Representative (OSR) reports to a Supervisor or Ma...
  • 4/18/2024 12:00:00 AM

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Customer Service Representative
  • Peerless Chain
  • LA CROSSE, WI
  • BASIC FUNCTION: Primary responsibility for this position is providing effective customer service for all internal and ex...
  • 4/18/2024 12:00:00 AM

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Customer Service Representative
  • Peerless Chain
  • ONALASKA, WI
  • BASIC FUNCTION: Primary responsibility for this position is providing effective customer service for all internal and ex...
  • 4/18/2024 12:00:00 AM

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Customer Service Representative
  • Peerless Chain
  • LA CRESCENT, MN
  • BASIC FUNCTION: Primary responsibility for this position is providing effective customer service for all internal and ex...
  • 4/18/2024 12:00:00 AM

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Customer Service Representative
  • Peerless Chain
  • HOKAH, MN
  • BASIC FUNCTION: Primary responsibility for this position is providing effective customer service for all internal and ex...
  • 4/18/2024 12:00:00 AM

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Customer Service Representative
  • Peerless Chain
  • HOLMEN, WI
  • BASIC FUNCTION: Primary responsibility for this position is providing effective customer service for all internal and ex...
  • 4/18/2024 12:00:00 AM

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Customer Service Representative
  • Peerless Chain
  • DAKOTA, MN
  • BASIC FUNCTION: Primary responsibility for this position is providing effective customer service for all internal and ex...
  • 4/18/2024 12:00:00 AM

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Customer Service Rep
  • LoanMax Title Loans
  • LaCrosse, WI
  • LoanMax Title Loans - Customer Service Representative (Entry Level) Are you looking for a stable, full time, entry level...
  • 4/14/2024 12:00:00 AM

La Crosse is located on the western border of the midsection of Wisconsin, on a broad alluvial plain along the east side of the Mississippi River. The Black River empties into the Mississippi north of the city, and the La Crosse River flows into the Mississippi just north of the downtown area. Just upriver from its mouth, this river broadens into a marshland that splits the city into two distinct sections, north and south. According to the United States Census Bureau, the city has a total area of 22.54 square miles (58.38 km2), of which, 20.52 square miles (53.15 km2) is land and 2.02 square m...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$44,408 to $51,832
La Crosse, Wisconsin area prices
were up 1.3% from a year ago

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020