Annuities Representative (New Business) jobs in Burlington, VT

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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New Business Account Executive
  • CallFinder
  • South Burlington, VT FULL_TIME
  • Position Summary

    The New Business Account Executive is responsible for qualifying leads from marketing, finding new leads, and developing them into qualified prospects. The position requires experience identifying opportunities to deliver solutions utilizing the company’s suite of capabilities through uncovering a prospect’s pain points. Candidates will be required to align CallFinder’s speech analytics solution to solve customers’ challenges and needs. We are open to a remote-based arrangement for the right candidate for the New Business Account Executive position.

    Essential Functions & Responsibilities

    I. Prospect Qualification & Development
    • Maintain a current understanding of CallFinder and competitive products and services.
    • Conduct pre-call and pre-product demonstration research to deliver a targeted pitch to prospects.
    • Provide subject matter expertise to solve prospects’ business challenges with speech analytics.
    • Present speech analytics and business cases that align with the prospect’s challenges while conducting product demonstrations.
    • Conduct initial product demonstration with available tools; and only if required, schedule a deep-dive demonstration with CallFinder Analysts.
    • Advance prospects to NDA/Pricing stage, secure copies of the prospects’ quality monitoring, reports, and scripts for an initial discovery call.
    • Schedule business discovery calls once NDA is in place and pricing discussions have been held.
    • Make measurable, weekly progress to move multiple opportunities toward the initial discovery sales stage.
    • Qualify prospects to identify budget, need, and buying time frame while identifying the economic buyer, business users, influencers, and IT/telephony personnel.
    • Keep an accurate forecast and notes of prospect conversations; and document prospect’s purchase process in Salesforce CRM.
    • Provide feedback via company communications and CRM systems (i.e. SalesForce) regarding competitor offerings.
    • Interact with and remain in contact with all levels of existing CallFinder clients to expand and grow the existing business after participating in the client project kick-off call.
    II. Miscellaneous
    • Build trust and rapport with current and potential clients.
    • Ability to use a computer, keyboard, mouse, and other computer-related devices on an ongoing daily basis.
    III. Other Responsibilities
    • Other work-related duties as required
    IV. Employment Standards
    Education / Experience
    Bachelor’s Degree in Business Information Systems, Marketing, Communications, or similar field or equivalent work with 5 years’ experience required.
    Knowledge / Skills / Availability
    • Proficiency with web applications such as Microsoft Office/Exchange, Salesforce, and LinkedIn.
    • Call Center, speech recognition, or analytics technology experience is highly preferred.
    • SaaS selling experience.
    • Previous experience selling technology solutions to multiple stakeholders.
    • Highly professional demeanor, presence, and voice.
    • Demonstrated high-level competency in written and verbal communication.
    • Experience and familiarity in conducting business using web conferencing tools.
    • Demonstrated success working with minimal direct daily supervision in an office or a remote office setting.
    • Some travel may be required.

    Resume Required For Consideration

    How To Apply?

    If you’re looking for a fulfilling challenge, working with energetic and talented people in a rewarding and winning environment, apply today. Please email your cover letter and resume to hr@mycallfinder.com. Only qualified applicants for further consideration will be notified. We are open to a remote-based arrangement for the right candidates.

    EOE. CallFinder is an Equal Opportunity/Affirmative Action Employer. m/f/d/v

  • 17 Days Ago

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Human Resources Business Partner
  • New England Federal Credit Union
  • South Burlington, VT FULL_TIME
  • New England Federal Credit Union is looking for a Human Resources Business Partner (HRBP) to join our growing team! This highly collaborative position will provide strategic HR advisory to Senior Lead...
  • 1 Month Ago

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Human Resources Business Partner
  • New England Federal Credit Union
  • Montpelier, VT FULL_TIME
  • New England Federal Credit Union is looking for a Human Resources Business Partner (HRBP) to join our growing team! This highly collaborative position will provide strategic HR advisory to Senior Lead...
  • 1 Month Ago

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New Trucks Sales Representative
  • Allegiance Trucks
  • Jericho, VT FULL_TIME
  • Who is Allegiance Trucks? Allegiance Trucks operates over 40 locations in 10 states throughout the Northeast and is the fastest growing commercial truck and trailer dealer group in North America. We k...
  • 19 Days Ago

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New Trucks Sales Representative
  • Allegiance Trucks
  • Plattsburgh, NY FULL_TIME
  • Who is Allegiance Trucks? Allegiance Trucks operates over 40 locations in 10 states throughout the Northeast and is the fastest growing commercial truck and trailer dealer group in North America. We k...
  • 1 Month Ago

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Business Development Representative
  • SeaComm Federal Credit Union
  • Massena, NY FULL_TIME
  • Role: Responsible for the development of new business relationships with prospective members and increasing business with present members by making personal contact. Responsibilities: Implements a cal...
  • 13 Days Ago

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0 Annuities Representative (New Business) jobs found in Burlington, VT area

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Inside Sales Representative
  • Poulin Building Materials
  • Milton, VT
  • Founded in 1936, Poulin Building Materials operates four locations across Vermont, providing specialty building products...
  • 4/23/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Burlington, VT
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/23/2024 12:00:00 AM

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Life Safety Systems Representative II
  • Johnson Controls International
  • Williston, VT
  • Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, ou...
  • 4/23/2024 12:00:00 AM

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Sales Representative
  • Manpower
  • South Burlington, VT
  • Our client, in South Burlington, VT is seeking sales representatives to join their team. As a sales representative, you ...
  • 4/22/2024 12:00:00 AM

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Retail Representative
  • SAS Retail Services
  • Burlington, VT
  • Hey detail-oriented person! We handle product movement at retail. We display it, we move it, we track it; making sure st...
  • 4/22/2024 12:00:00 AM

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Human Resources Representative
  • The University of Vermont Health Network
  • Middlebury, VT
  • Receives and triages all Human Resources phone calls, directing staff to the correct areas or resolving issues directly....
  • 4/21/2024 12:00:00 AM

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Customer Service Representative
  • National Seating & Mobility, Inc.
  • Burlington, VT
  • ** Customer Service Representative** **Job Category****:** Branch Administration **Requisition Number****:** CUSTO002414...
  • 4/21/2024 12:00:00 AM

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Route Sales Representative
  • Schwan's Home Delivery
  • COLCHESTER, VT
  • Now offering a $3,000 Sign on Bonus! As a Route Sales Representative, you have the opportunity to drive the iconic yello...
  • 4/18/2024 12:00:00 AM

Burlington is the most populous city in the U.S. state of Vermont and the seat of Chittenden County. It is located 45 miles (72 km) south of the Canada–United States border and 94 miles (151 km) south of Montreal. The city's population was 42,452 according to a 2015 U.S. census estimate. It is the least populous municipality in the United States to be the most populous incorporated area in a state. A regional college town, Burlington is home to the University of Vermont (UVM) and Champlain College, a small private college. Vermont's largest hospital, the UVM Medical Center, is located within t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$44,537 to $55,110
Burlington, Vermont area prices
were up 1.6% from a year ago