Annuities Representative (New Business) jobs in Bloomington, IN

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)

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Direct sales representative
  • Summit Business Group
  • Seymour, IN FULL_TIME
  • Company :

    Summit Business Group

    Position :

    Direct Sales Representative

    Number Of Openings : 1 Territory Sales

    1 Territory Sales

    About Us :

    Summit Business Group is a rapidly growing insurance agency committed to providing outstanding supplemental benefits plans to small and medium-sized businesses and their employees.

    With a focus on excellence and leadership, we are seeking an enthusiastic Direct Sales Representative to join our dynamic and competitive team.

    The Day To Day Role :

    As a Direct Sales Representative at Summit Business Group, you will have the freedom to plan your own work schedule and set your working hours each week.

    Unlike traditional office-based roles, you will spend the majority of your day out in the field, cold calling using our Custom Salesforce CRM, building rapport with potential clients, and delivering compelling product presentations.

    You will be expected to close sales during your initial meetings or schedule follow-up appointments for closure.

    As part of your role at Summit Insurance, you will be responsible for maintaining strong client relationships through prompt and effective communication.

    This includes responding to client calls, texts, and emails, addressing their inquiries, and providing guidance throughout the claims process, ensuring a seamless and supportive experience during their time of need.

    Beyond being a reliable resource for client inquiries, you will also proactively check in with your clients, demonstrating genuine care for their well-being, and actively seeking opportunities to enhance their insurance coverage with additional lines of protection that align with their individual needs.

    Your dedication to exceptional customer service and your ability to identify opportunities for tailored insurance solutions will be key in providing our clients with the comprehensive protection they deserve.

    Qualifications :

    Proven work experience in sales or similar customer facing role

    Experience in an outside sales position is a plus

    Door to door sales or business to business experience preferred

    Ability to manage the full training cycle, including in-person activities and web-based learning

    Hands-on experience with e-learning platforms

    Excellent organizational, communication, and presentation skills

    Compensation and Benefits :

    Comprehensive training, including virtual classroom and hands-on sales training in your assigned territory

    Weekly draw pay, short sales cycle with commissions paying out typically within a week, bonus eligibility on day 1.

    Major medical benefits available after the first 90 days

    Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions

    Advancement and promotions based on individual performance

    Ongoing professional development, advanced sales training, and leadership training

    Increased schedule flexibility once you have an established book of business

    Collaborate with like-minded, driven individuals in a family-like culture

    Additional Position Qualifications :

    Health & Life general lines license or willingness to obtain within 90 days of job offer (Summit provides a study course and also offers licensing reimbursement for the fees the state charges)

    Bachelor’s degree or a minimum of 4 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 4 years of professional work experience who have relevant or specialized outside sales experience.

    Valid Driver’s License

    Ability to pass a background check.

    Embark on a New Journey :

    If you're ready to break free from the ordinary and step into a role where your unique spirit leads to success, we invite you to apply and join the Summit Business Group.

    We are redefining insurance sales, and we're dedicated to equal opportunity employment and fostering a diverse workplace.

    We look forward to speaking with you!

    www.yoursummitinsurance.com

    Find out more about a career with us by visiting our website at www.altitudecrew.com . We look forward to speaking with you soon!

    Last updated : 2024-04-25

  • Just Posted

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Project Manager, New Business
  • Baxter Pharmaceutical Solutions, LLC
  • Bloomington, IN FULL_TIME
  • For over 65 years, pharmaceutical and biotech companies have partnered with Simtra BioPharma Solutions (Simtra) to bring their sterile injectable products to market. Simtra is a world-class Contract D...
  • 25 Days Ago

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Project Manager, New Business
  • Simtra BioPharma Solutions
  • Bloomington, IN FULL_TIME
  • For over 65 years, pharmaceutical and biotech companies have partnered with Simtra BioPharma Solutions (Simtra) to bring their sterile injectable products to market. Simtra is a world-class Contract D...
  • 28 Days Ago

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Business Development Center Representative
  • Hubler Honda
  • Taylorsville, IN FULL_TIME
  • Do you love working with new technologies and innovative products? We are seeking energetic individuals to join our unique and fast-paced Business Development Team. This is a great opportunity to star...
  • 25 Days Ago

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Business Development Representative/Internet Sales
  • ANDY MOHR
  • Bloomington, IN OTHER
  • Job Details Job Location: Andy Mohr Hyundai - Bloomington, IN Salary Range: Undisclosed DescriptionAndy Mohr Automotive Group is one of the largest volume car dealership groups in the state of Indiana...
  • 1 Month Ago

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Japanese speaker - Executive Administrative Assistant
  • International Business Promotion, Inc.
  • Columbus, IN FULL_TIME
  • Bilingual (Japanese & English) Executive Assistant / Translator / Coordinator Job location: Columbus, IN. This isn't a remote position. Relocation support: Yes. This is an on-site fulltime position. O...
  • 1 Day Ago

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0 Annuities Representative (New Business) jobs found in Bloomington, IN area

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Customer Service Representative
  • Theclm
  • Bloomington, IN
  • Position : Not Specified Company : Great West Casualty Company Location : South Sioux City, Nebraska Posted On : 12/19/2...
  • 4/25/2024 12:00:00 AM

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Guest Service Representative
  • Quality Inn
  • Bloomington, IN
  • Job Description Job Description We are seeking a Guest Service Representative to become a part of our team! You will acc...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • Indiana Farm Bureau, Inc.
  • Bloomington, IN
  • Customer Service Representative Bloomington , Indiana **Description** **Responsibilities:** * Interact directly with our...
  • 4/24/2024 12:00:00 AM

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Real Estate Sales Representative
  • Carpenter Realtors
  • Edinburgh, IN
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/23/2024 12:00:00 AM

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Sales Representative
  • AppStar Financial
  • Bloomington, IN
  • Job Description Job Description Do you love helping small businesses and entrepreneurs in your community grow and thrive...
  • 4/22/2024 12:00:00 AM

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Outside Sales Representative
  • ULINE
  • Franklin, IN
  • Franklin, Indiana Outside Sales Representative Strong customer relationships built on trust - that’s the foundation of U...
  • 4/22/2024 12:00:00 AM

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Customer Care Representative
  • Envisagenow
  • Bloomington, IN
  • **Work with us to protect the nation.** We recognize the importance of close relationships both inside and outside the o...
  • 4/21/2024 12:00:00 AM

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Customer Service Representative
  • Middle Tennessee Natural Gas Utility District Inc.
  • Smithville, IN
  • Middle Tennessee Natural Gas Utility District has an opening for the position of ****Customer Service Representative****...
  • 4/21/2024 12:00:00 AM

Bloomington is a city in and the county seat of Monroe County in the southern region of the U.S. state of Indiana. It is the seventh-largest city in Indiana and the fourth-largest outside the Indianapolis metropolitan area. According to the Monroe County History Center, Bloomington is known as the "Gateway to Scenic Southern Indiana." The city was established in 1818 by a group of settlers from Kentucky, Tennessee, the Carolinas, and Virginia who were so impressed with "a haven of blooms" that they called it Bloomington. The population was 80,405 at the 2010 census. The city's population was ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$41,142 to $50,909
Bloomington, Indiana area prices
were up 1.3% from a year ago