Annuities Representative (New Business) jobs in Indiana

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 Process Automation Representative
  • Proven Business Systems LLC
  • Merrillville, IN FULL_TIME
  • Description

    The Business Process Automation Representative is a selling consultant. They will build business through prospecting and networking for new business opportunities as well as grow through existing clients that do not have BPA services from Proven IT. The Business Process Automation Representative is the liaison between the sales engineer, sales teams, and IT team at Proven and the client’s IT team or executive team to manage the projects and communication to have the highest level of support and response time.


    Responsibilities

    • Identify new potential opportunities through qualifying while prospecting, during meetings, and conducting an assessment for Business Process Automation services to include but not limited to managed IT services, security, phone systems, company policies, software, hardware, and disaster recovery.
    • Use sales activities & database management to communicate and track project results: prospecting activity, appointments, on-site workflow analysis, solution collaboration presentations, proposals, implementation of solutions, and account reviews.
    • Collaborate with other sales professionals and engineers to develop solutions.
    • Increase education of MNS services with internal partners and external potential clients.
    • Utilize a database and the internet to research prospects and qualify leads to increase contact to appointment ratio benchmarks.
    • Attend and participate in development seminars and company meetings to develop professional skills, business acumen, and certifications.
    • Assess client’s business, analyzing data and costs to provide an accurate assessment of their environment to make educated decisions to support solutions and future growth.
    • Additional duties as assigned.

    Requirements

     

    • BS/BA degree in business or other related field
    • Previous business-to-business sales experience
    • Previous experience in the technology field preferred
    • Background in sales, software, and information technology preferred
    • High Integrity and strives for accuracy
    • Possesses basic business acumen
    • Personal drive and internal motivation toward high achievement
    • Committed to personal development in order to stay up to date on market trends and impacts
    • Ability to work collaboratively and effectively in a team-oriented environment
    • Ability to influence, negotiate, and gain commitment at all organizational levels
    • Demonstrated flexibility and adaptability; willingness to take risks and try new approaches
    • Ability to sustain high levels of activity
    • Proficiency using MS Office, e.g., PowerPoint, Excel and Word and the internet for research, e.g., Google, LinkedIn, Connectwise, LaserFiche 
    • Excellent communication & listener (oral and written and presentation skills)
    • Ability to prioritize and balance work with communication to a team of engineers and sales
    • Able to problem solve
    • Ability to handle obstacles and rejection and perform at the highest level of productivity
    • Must work well under pressure

    Other Information

    • Must be flexible in break and lunch periods depending on work-flow
    • This is an 8am to 5pm position with the potential to go outside of these hours to meet projects deadlines

    Physical Demand

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individual with disabilities to perform the essential functions.

    While performing the duties of this job, the employee uses his/her hands to finger, handle or feel objects, tools or controls; reach with hands and arms; stop, kneel, or crouch. The employee must be able to lift up to 35 pounds regularly. The employee uses computer and telephone equipment. The employee must be able to sit for long periods of time.

  • 23 Days Ago

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Business Development Representative
  • Wildman Business Group, LLC
  • Griffith, 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 fie...
  • 1 Month Ago

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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 fie...
  • 1 Month Ago

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Customer Success Representative
  • RTM Business Group
  • Indianapolis, IN FULL_TIME
  • Customer Success Representative RTM Business Group Hybrid in NY, NJ, CT or Remote in CA, FL, TX, PA, GA, OH, IN, SC Full-time 51-200 employees · Market Research Originally posted April 2024; this is a...
  • 23 Days Ago

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Direct sales representative
  • Summit Business Group
  • Seymour, IN FULL_TIME
  • Company : Summit Business Group Position : Direct Sales Representative Number Of Openings : 1 Territory Sales 1 Territory Sales About Us : Summit Business Group is a rapidly growing insurance agency c...
  • Just Posted

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Direct Sales Representative
  • Summit Business Group
  • Crown Point, 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 ...
  • 2 Days Ago

Indiana /ˌɪndiˈænə/ (listen) is a U.S. state located in the Midwestern and Great Lakes regions of North America. Indiana is the 38th largest by area and the 17th most populous of the 50 United States. Its capital and largest city is Indianapolis. Indiana was admitted to the United States as the 19th U.S. state on December 11, 1816. Indiana borders Lake Michigan to the northwest, Michigan to the north, Ohio to the east, Kentucky to the south and southeast, and Illinois to the west. Before becoming a territory, various indigenous peoples and Native Americans inhabited Indiana for thousands of ye...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,331 to $53,617