Annuities Representative (New Business) jobs in Fort Wayne, 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
  • Fort Wayne, IN OTHER
  • 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

     

  • 1 Day Ago

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Office Representative
  • Canon Business Process Services, Inc.
  • Fort Wayne, IN FULL_TIME
  • Job Summary:We are seeking a highly organized and detail-oriented Office Representative to join our team. The Office Representative will be responsible for providing administrative support, coordinati...
  • 22 Days Ago

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Office Service Representative I
  • Canon Business Process Services, Inc.
  • FORT WAYNE, 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...
  • 18 Days Ago

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Customer Service Representative
  • Fort Wayne Business Management Firm
  • Fort Wayne, IN FULL_TIME
  • We're passionate about providing exceptional customer service experiences. We believe in building strong relationships with our customers and going above and beyond to meet their needs. As a growing c...
  • 21 Days Ago

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Office Service Representative II
  • Canon Business Process Services, Inc.
  • Fort Wayne, 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...
  • 29 Days Ago

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New Business Specialist
  • NiSource
  • Angola, IN FULL_TIME
  • Description Job Title: New Business Specialist Job Code: 107129 Date Description Created: 10/12/2023 Job Summary The New Business Specialist is accountable for the execution of customer requested work...
  • 27 Days Ago

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

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Financial Representative
  • The Western and Southern Life Insurance Company
  • Fort Wayne, IN
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 4/26/2024 12:00:00 AM

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Sales Representative
  • Rose Pest Solutions
  • Fort Wayne, IN
  • Job Description Job Description Sales Representative Default: Location : Location US-IN-Fort Wayne Posted Date 3 weeks a...
  • 4/26/2024 12:00:00 AM

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Sales Representative
  • Crown Equipment
  • Fort Wayne, IN
  • ** Sales Representative** Location: Fort Wayne, IN, US, 46845 **Company Description:** Crown Equipment Corporation, one ...
  • 4/25/2024 12:00:00 AM

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Sales Representative
  • American Income Life Insurance
  • Fort Wayne, IN
  • 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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Quality Representation Manager - Covering IN, MI, OH and IL
  • TEAM QUALITY SERVICES INC
  • Auburn, IN
  • Description: About Team Quality Services https://teamqualityservices.com/ For over 25 years, Team Quality Services has e...
  • 4/23/2024 12:00:00 AM

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Products Representative
  • StaffMyAgency LLC
  • Fort Wayne, IN
  • Larry Ice II, State Farm Agency is seeking a qualified and empathetic professional for the role of Products Representati...
  • 4/22/2024 12:00:00 AM

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Sales Representative
  • Leaf Home Safety Solutions
  • Fort Wayne, IN
  • ** Sales Representative** **Job Category****:** Operations and Sales **Requisition Number****:** PRODU09051 Showing 1 lo...
  • 4/22/2024 12:00:00 AM

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Retail Sales Representative
  • Acosta Group
  • Fort Wayne, IN
  • **Retail Sales Representative** **General Information** **Company:** ACO-US **Location:** FORT WAYNE, Indiana, 46808 **R...
  • 4/22/2024 12:00:00 AM

Fort Wayne is a city in the U.S. state of Indiana and the seat of Allen County, United States. Located in northeastern Indiana, the city is 18 miles (29 km) west of the Ohio border and 50 miles (80 km) south of the Michigan border. With a population of 253,691 in the 2010 census, it is the second-most populous city in Indiana after Indianapolis, and the 75th-most populous city in the United States. It is the principal city of the Fort Wayne metropolitan area, consisting of Allen, Wells, and Whitley counties, a combined population of 419,453 as of 2011. Fort Wayne is the cultural and economic c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$41,678 to $51,572
Fort Wayne, Indiana area prices
were up 1.3% from a year ago