Annuities Representative (New Business) jobs in Carmel, 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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Business Development Representative
  • Wildman Business Group, LLC
  • Indianapolis, IN FULL_TIME
  • Responsibilities and Essential Duties of the Business Development Representative: 
    • Generates and develops new business to meet specified sales goals. 
    • Conducts 1 call block/office day per week and 4 field days per week. 
    • Achieves 10 or more weekly face to face appointments. 
    • Accomplishes 20 or more field based cold calls per week. 
    • 100% utilization of salesforce CRM after every call and appointment. 
    • Responds to all inquiries and requests in a timely and professional manner. 
    • Prepares and presents sales proposals. 
    • Plans and manages potential prospects in large sales territory. 
    • Understands and communicates information regarding company products, services, and policies and procedures to new/potential customers. 
    • Possesses and maintains thorough knowledge of Wildman industry product information. 
    • Continually gathers information on local competition and prevalent industry and business climate within given territory; communicates information to management and others as needed. 
    • Negotiates contracts/service agreements. 
    • Ensures that all required client paperwork is complete, accurate, and submitted on time. 
    • Provides timely and accurate reports as required. 
    • Attends and participates in business/trade events as necessary. 
    • Attends and participates in team strategic sales meetings. 

     

    Requirements and Qualifications: 

    • Must be a self-starter and proactive. 
    • Commitment to excellence and high standards. 
    • Excellent written and verbal communication skills. 
    • Good judgment with the ability to make timely and sound decisions. 
    • Creative, flexible, and innovative team player. 
    • Demonstrated ability to make successful presentations to individuals and/or groups at all levels of an organization. 
    • Strong organizational skills; able to manage priorities and workflow. 
    • Ability to work independently and as a member of various teams and committees. 
    • Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages. 
    • Excellent problem resolution and consultative sales skills. 
    • Proven ability to handle multiple projects and meet deadlines. 
    • Strong interpersonal skills. 
    • Ability to prepare reports and business correspondence.   
    • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. 
    • Proficient on Salesforce CRM and Microsoft Office software: Outlook, Word, Excel, PowerPoint and Internet Explorer.    
    • Must be able to speak, read, write, and understand English as the primary language(s) used in the workplace. 

     

    Education & Experience: 

    •  Bachelor's degree or equivalent, one to two-year’s experience, or equivalent combination of education and experience required.  

     

    Physical Requirements: 

    • Coordinate multiple tasks simultaneously. 
    • Collect, interpret, and/or analyze complex data and information. 
    • Understand and respond to a diverse population. 
    • Lift and/or move up to 50 pounds.  
    • In most territories, travel is required by car but must be able to travel by plane, if necessary, to meet customer deadlines and appointments   
    • Proof of insurance and a clean BMV record is required. 
    • Ability to use telephone/cell phone to communicate with customers, inside sales and support, and outside sales personnel. 
    • Primarily travel based but also an inside average office environment.  
    • Must occasionally be in production area for pickup of customer orders, average time of 30 minutes or less in other areas than office.   
    • Average office noise levels with no PPE required. 
  • 24 Days Ago

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Retail Sales Representative
  • Aspire Business Consulting
  • Indianapolis, IN FULL_TIME
  • Join Our Team as an AT&T Retail Sales Representative! Are you enthusiastic about technology and providing exceptional customer experiences? Do you excel in a dynamic and fast-paced retail environment?...
  • 1 Month Ago

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Field service representative
  • Canon Business Process Services, Inc.
  • Lafayette, IN FULL_TIME
  • Overview : Under general supervision, will perform a variety office services functions. Tasks may include mail processing & distribution, copy / scan / imaging / fax, hospitality, reception and record...
  • 20 Days Ago

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Office Service Representative II
  • Canon Business Process Services, Inc.
  • INDIANAPOLIS, IN OTHER
  • Overview Under general supervision, is responsible for all mail, packages and interoffice correspondence handling and dispatching for all classes of mail/packages. Responsibilities may also include co...
  • 22 Days Ago

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Office Service Representative
  • Canon Business Process Services, Inc.
  • Indianapolis, IN PART_TIME
  • ```Job Overview:We are seeking a detail-oriented and organized Office Representative to join our team. As an Office Representative, you will be responsible for providing administrative support and ens...
  • 12 Days Ago

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Field Service Representative III
  • Canon Business Process Services, Inc.
  • Lafayette, IN OTHER
  • Overview Under general supervision, will perform a variety office services functions. Tasks may include mail processing & distribution, copy/scan/imaging/ fax, hospitality, reception and records, depe...
  • 1 Month Ago

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

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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...
  • 3/28/2024 12:00:00 AM

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Outside Sales Representative
  • ULINE
  • Noblesville, IN
  • Noblesville, Indiana Outside Sales Representative Strong customer relationships built on trust - that’s the foundation o...
  • 3/27/2024 12:00:00 AM

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Outside Sales Representative
  • ULINE
  • Indianapolis, IN
  • Indianapolis, Indiana Outside Sales Representative Strong customer relationships built on trust - that’s the foundation ...
  • 3/27/2024 12:00:00 AM

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Customer-Facing Client Representive
  • 500 Republic Inc
  • Indianapolis, IN
  • Job Description Job Description Customer-Facing Client Representative New customers are vital to a company’s success. At...
  • 3/26/2024 12:00:00 AM

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Real Estate Sales Representative
  • Carpenter Realtors
  • Carmel, IN
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 3/24/2024 12:00:00 AM

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Customer Service Representative - Hybrid
  • Leidos
  • Indianapolis, IN
  • Description Leidos is a Fortune 500™ company aimed at embracing and solving some of the world’s most pressing challenges...
  • 3/21/2024 12:00:00 AM

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Customer Service Representative
  • Leidos
  • Indianapolis, IN
  • Description Leidos is seeking full-time Customer Service Representatives at the FHA Resource Center at our Indianapolis,...
  • 3/1/2024 12:00:00 AM

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Bilingual Customer Service Representative
  • Leidos
  • Indianapolis, IN
  • Description Leidos is seeking full-time Bilingual Customer Service Representatives at the FHA Resource Center at our Ind...
  • 1/17/2024 12:00:00 AM

Carmel occupies the southwestern part of Hamilton County, adjacent to Indianapolis and, with the annexation of Home Place in 2018, is now entirely coextensive with Clay Township. It is bordered to the north by Westfield, to the northeast by Noblesville, to the east by Fishers, to the south by Indianapolis in Marion County, and to the west by Zionsville in Boone County. The center of Carmel is 15 miles (24 km) north of the center of Indianapolis. According to the 2010 census, Carmel has a total area of 48.545 square miles (125.73 km2), of which 47.46 square miles (122.92 km2) (or 97.76%) is lan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,323 to $53,611
Carmel, Indiana area prices
were up 1.3% from a year ago