Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Overview:
We are looking for a highly motivated and results-driven member to join our team. You will be responsible for generating new business By going door to door and speaking with homeowners. This is a great opportunity for someone who enjoys building relationships, has a passion for people, and thrives in a fast-paced environment.
Duties:
- Creates new sales opportunities
- Present product demonstrations
- Deliver persuasive sales presentations to key decision-makers
- Collaborate with internal teams to ensure customer satisfaction and timely order fulfillment
Qualifications:
- Excellent communication skills
- Exceptional customer service skills
- Self-motivated with the ability to work independently as well as part of a team
- Proficient in technology sales tools and CRM software
No experience needed.
Training provided.
Join our dynamic team today and take your career in outside sales to the next level!
Job Types: Full-time, Part-time, Temporary
Pay: From $20.00 per hour
Expected hours: No less than 15 per week
Experience level:
Shift:
Weekly day range:
Experience:
License/Certification:
Work Location: On the road
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0 Annuities Representative (New Business) jobs found in Salt Lake City, UT area