Annuities Representative (New Business) jobs in Coeur D Alene, ID

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
  • Spokane, WA FULL_TIME
  • Company:

    Summit Business Group


    Position:

    Direct Sales Representative


    Number Of Openings:

    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. Because your primary goal is to establish connections with business owners and key decision-makers at small and medium-sized businesses within your sales territory through in-person sales calls, the hours that you work should/will reflect times when these businesses are open.


    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!

  • Just Posted

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BUSINESS DEVELOPMENT REPRESENTATIVE
  • AllKlean
  • Falls, ID FULL_TIME
  • We are looking for a Business Development Representative that will be the liaison between our company and its current and potential contractors. The ideal candidate will be charismatic and personable ...
  • Just Posted

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Business Development Representative
  • On-Site Health & Safety
  • Coeur d'Alene, ID FULL_TIME
  • On-Site Health & Safety is looking for a competitive and driven Business Development Account Representative to develop business relationships and attract new customers in Washington, Oregon, and Idaho...
  • Just Posted

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BUSINESS DEVELOPMENT REPRESENTATIVE
  • Dry Force Corp
  • Falls, ID FULL_TIME
  • We are looking for a Business Development Representative that will be the liaison between our company and its current and potential contractors. The ideal candidate will be charismatic and personable ...
  • Just Posted

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BUSINESS DEVELOPMENT REPRESENTATIVE
  • HighGround
  • Falls, ID FULL_TIME
  • We are looking for a Business Development Representative that will be the liaison between our company and its current and potential contractors. The ideal candidate will be charismatic and personable ...
  • Just Posted

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Business Development Representative
  • Right at Home of Spokane
  • Spokane, WA FULL_TIME
  • Business Development Representative Are you looking for a challenging role that allows you to leverage the personal connections you have in the community? Are you energized by achieving sales goals, c...
  • 14 Days Ago

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0 Annuities Representative (New Business) jobs found in Coeur D Alene, ID area

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Sales Representative
  • SPECTRUM
  • Coeur D Alene, ID
  • JOB SUMMARY Connect people and communities by offering best-in-class telecommunication services through door-to-door sol...
  • 4/25/2024 12:00:00 AM

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Technical Support Representative
  • Assetworks Inc
  • Post Falls, ID
  • Job Summary: At AssetWorks, the FA Support team provides support to our customers as well as providing support for envir...
  • 4/25/2024 12:00:00 AM

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Sales Representative
  • American Income Life Insurance
  • Spokane, WA
  • Join Our Winning Team at Globe Life American Income Want to finally earn what you’re worth? We have a job opportunity fo...
  • 4/24/2024 12:00:00 AM

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Business Development Representative - Outbound
  • F5, Inc
  • Liberty Lake, WA
  • At F5, we strive to bring a better digital world to life. Our teams empower organizations across the globe to create, se...
  • 4/24/2024 12:00:00 AM

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Concierge Representative
  • Kenworth Sales Co
  • Spokane, WA
  • Concierge Representative Summary Title:Concierge RepresentativeID:2215Job Type:Full-TimeLocation:Spokane, WAOpenings:1De...
  • 4/24/2024 12:00:00 AM

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Sales Representative
  • American Income Life Insurance
  • Spokane, WA
  • Join Our Winning Team at Globe Life American Income Want to finally earn what you’re worth? We have a job opportunity fo...
  • 4/24/2024 12:00:00 AM

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Technical Support Representative
  • AssetWorks Inc
  • Post Falls, ID
  • Job Summary: At AssetWorks, the FA Support team provides support to our customers as well as providing support for envir...
  • 4/23/2024 12:00:00 AM

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Account Representative
  • SMC Corporation of America
  • Spokane, WA
  • Job Description Job Description PURPOSE The Account Representative maintains and grows relationships with customers whil...
  • 4/21/2024 12:00:00 AM

Coeur d'Alene (/ˌkɔːr dəˈleɪn/ (listen) KOR də-LAYN, French: Cœur d'Alêne, lit. 'Heart of an awl') is the largest city and county seat of Kootenai County, Idaho, United States. It is the principal city of the Coeur d'Alene Metropolitan Statistical Area. As of the 2010 census, the population of Coeur d'Alene was 44,137. The city is a satellite city of Spokane, which is located about 30 miles (48 km) to the west, in the state of Washington. The two cities are the key components of the Spokane–Coeur d'Alene combined statistical area, of which Coeur d'Alene is the third-largest city (after Spokan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$45,207 to $55,939
Coeur D Alene, Idaho area prices
were up 2.9% from a year ago