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)
Responsibilities:
- Develop new business opportunities and generate leads through prospecting and networking
- Conduct sales presentations and product demonstrations to potential clients
- Build and maintain strong relationships with existing clients through regular communication and account management
- Collaborate with the sales team to meet and exceed sales targets
- Stay up-to-date with industry trends and market conditions to identify new sales opportunities
- Utilize Salesforce or other CRM software to track sales activities and manage customer information
Skills:
- Proven experience in outside sales or business development, preferably in the technology industry
- Strong sales and negotiation skills with a track record of achieving or exceeding sales targets
- Excellent communication and interpersonal skills to effectively engage with clients
- Ability to understand technical products and services and effectively communicate their value proposition to potential customers
- Fluency in Spanish is a plus, as it will allow for effective communication with Spanish-speaking clients
As an Outside Sales Representative, you will play a crucial role in driving business growth by identifying new sales opportunities, building relationships with clients, and promoting our technology products. If you are a motivated individual with a passion for sales and technology, we invite you to join our team. We offer competitive compensation, including commission-based earnings, as well as opportunities for career advancement. Apply now to be part of our dynamic sales team!
Job Type: Full-time
Pay: $65,000.00 - $175,000.00 per year
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Work Location: In person
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