Annuities Representative (New Business) jobs in Lake Oswego, OR

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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Route Sales Representative
  • Coffee Business
  • Portland, OR FULL_TIME
  • Join the Coffee Business team as the new Route Sales Representative (RSR)!

    Offering:

    • Annual Salary of $48,000.00 - $55,000.00 Sales Incentive (TBD)
    • Full time Great Benefits including:
    • Health Insurance options for Medical, Dental, and Vision
    • Life Insurance
    • Employee Assistance Program
    • Vacation Time
    • Employee Discounts
    • Opportunities for Advancement and Education within the Company

    Join us in making the Coffee Business the local coffees of choice with your experience to:

    • Build and maintain relationships with grocery store management to increase brand visibility within accounts.
    • Act as liaison between Water Avenue Coffee and See See Motor Coffee whole bean and cold brew coffees and grocery retail locations within their assigned markets.
    • Maintain the grocery accounts to ensure that information, updates, and changes are accurately shared between entities.
    • Write out orders, credits, and plan out delivery for assigned grocery account.
    • Forecast and place weekly orders.
    • Navigate route and drive cargo van to deliver and offload products to grocery accounts in assigned market.
    • Merchandise store displays to ensure proper inventory, pricing, and date code rotation.
    • Build store displays.
    • Prospect and onboard new accounts within the assigned market.

    Qualifications:

    • 1 year of experience with Direct Store Delivery (DSD) / truck to store experience
    • Proven experience in route sales, grocery sales, and/or account management
    • Valid driver's license with no suspensions
    • Due to Federal and State Regulations, must be at least 18 years of age
    • Order writing experience
    • NetSuite experience preferred
    • Demonstrated ability to manage multiple demands and meet deadlines with attention to detail and organization
    • Strong interpersonal and communication skills, with the ability to build rapport and negotiate effectively with accounts
    • Ability to successfully work independently in various settings and in a fast-paced environment
    • High integrity and openness
    • Highly motivated with an inquiring mind and passion for excellence

    We strive to create a culture that is inclusive and diverse. We believe in a workforce where everyone is respected for their thoughts and ideas, creating an inspiring environment that everyone is proud to be a part of every day. We work with our employees, guests, partners and community to build a path forward to equality for everyone. We value equal pay, equal rights and equal opportunity for advancement for ALL.

    Environment

    Work is performed primarily in a fast-paced warehouse and grocery setting with frequent public contact, distractions, and loud noises.

    Physical

    The person in this position needs to occasionally or frequently:

    • Operate basic office equipment
    • Operate basic cafe and warehouse equipment
    • Ascend/descend a ladder or stairs to service the machinery, lights, ceiling fans, etc.
    • Be able to exchange accurate information while communicating with accounts
    • Work in a noisy/distracting environment
    • Lifting, bending, stooping, reaching
    • Standing or sitting for long hours
    • Ability to lift 50 pounds (30 pounds overhead)
    • Ability to get in and out of van and walk up and down stairs through your shift

    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 individuals with disabilities to perform the essential functions.

    It is the policy of the Coffee Business that qualified individuals with disabilities not be discriminated against because of their disabilities in regard to job application procedures, hiring, and other terms and conditions of employment. It is further the policy of the Coffee Business to provide reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. The Coffee Business is prepared to modify or adjust the job application process or the job or work environment to make reasonable accommodations to the known physical or mental limitations of the applicant or employee to enable the applicant or employee to be considered for the position he or she desires, to perform the essential functions of the position in question, or to enjoy equal benefits and privileges of employment as are enjoyed by other similarly situated employees without disabilities, unless the accommodation will impose an undue hardship. If reasonable accommodation is needed, please contact the HR Department.

    Job Type: Full-time

    Pay: $48,000.00 - $55,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Employee assistance program
    • Employee discount
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • Monday to Friday
    • Weekends as needed

    Ability to Relocate:

    • Portland, OR: Relocate before starting work (Required)

    Work Location: On the road

  • 20 Days Ago

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New Business Account Executive I
  • ZoomInfo Technologies LLC
  • Portland, OR FULL_TIME
  • At ZoomInfo, we encourage creativity, value innovation, demand teamwork, expect accountability and cherish results. We value your take charge, take initiative, get stuff done attitude and will help yo...
  • 28 Days Ago

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Business to Business Customer Service Representative
  • ProActive Sports Group
  • Canby, OR FULL_TIME
  • Excellent Opportunity to work in the Golf industry! (Canby, OR) compensation: Based on Experienceemployment type: full-time The ProActive Sports Group – a wholesale supplier to the golf industry has a...
  • 2 Days Ago

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Warranty Representative Level 1
  • New Tradition Homes Inc
  • Vancouver, WA FULL_TIME
  • New Tradition Homes is seeking a Warranty Representative to join our Vancouver, WA team. This position requires someone who demonstrates accuracy and thoroughness, looks for more efficient and better ...
  • 20 Days Ago

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Business Development Representative
  • Logical Position
  • Portland, OR OTHER
  • Job Details Job Location: Portland, Oregon (OR-02) - Portland, OR Education Level: Bachelor's Degree Preferred Salary Range: Undisclosed About Logical PositionPay Model: Average first-year total earni...
  • 14 Days Ago

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Business Development Representative
  • Dealer Spike
  • Wilsonville, OR FULL_TIME
  • Business Development Representative Are you an initiative-taking and entrepreneurial individual who thrives at building meaningful relationships? If so, Dealer Spike is growing, and we are looking for...
  • 15 Days Ago

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0 Annuities Representative (New Business) jobs found in Lake Oswego, OR area

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Real Estate Sales Representative
  • John L. Scott Real Estate
  • Tigard, OR
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/18/2024 12:00:00 AM

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Real Estate Sales Representative
  • John L. Scott Real Estate
  • Tigard, OR
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/18/2024 12:00:00 AM

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Real Estate Sales Representative
  • John L. Scott Real Estate
  • Lake Oswego, OR
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/18/2024 12:00:00 AM

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Real Estate Sales Representative
  • John L. Scott Real Estate
  • Tualatin, OR
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/18/2024 12:00:00 AM

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Sales Representative
  • Macmillan Learning Company
  • Portland, OR
  • ** Sales Representative** **Job Category****:** Sales **Requisition Number****:** SALES01606 Showing 1 location **Job De...
  • 4/16/2024 12:00:00 AM

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Retail Merchandising Representative – FT
  • CROSSMARK
  • Portland, OR
  • Job Posting: The Retail Merchandising Representative plays a vital role in promoting Ferrero products, which include ico...
  • 4/16/2024 12:00:00 AM

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Retail Sales Representative PT
  • CROSSMARK
  • Beaverton, OR
  • Job Posting: The Retail Sales Representative plays a vital role in promoting nationally distributed, highly recognized p...
  • 4/16/2024 12:00:00 AM

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Sales Account Representative
  • ULINE
  • Portland, OR
  • Portland, Oregon Sales Account Representative Pay from $65,000 to $75,000 per year Looking to launch your sales career? ...
  • 4/15/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 11.35 square miles (29.40 km2), of which, 10.68 square miles (27.66 km2) is land and 0.67 square miles (1.74 km2) is water. That area does not include the more than 1,100 acres (4.5 km2) of unincorporated land within the urban services boundary as defined by Clackamas County. Oswego Lake is a lake, originally named Waluga (wild swan) by Clackamas Indians which has been expanded is and currently managed by the Lake Oswego Corporation. The lake supports watercraft, and a dock floats at the lake's east end where boaters ca...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$46,547 to $57,597
Lake Oswego, Oregon area prices
were up 3.9% from a year ago