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)
ROLE AN D RESPONSIBILITIES
The Sales Representative will need to be a self-motivated individual that is ready to take on an established and growing territory. The individual in this position will need to have a high level of “customer first”approach in doing business. A large portion of time will be committed in the field, actively engaged and selling to customers.
Manages relationships and accounts/sales for established route
Actively deliver on business plan for assigned geographic territory
Reports on products and activity within assigned territory on a regular basis
Responsible for merchandising and building displays as needed
Responsible for organizing demos and customer events
PREFERRED SKILLS
The ideal candidate will possess the preferred skills, but are not limited to the following:
Strict attention to detail, organization and professionalism
Actively seeks solutions to problems before being asked or directed
Personable, customer-centric, honest and trustworthy
Excellent time management skills; ability to multitask and meet deadlines
Self-motivated, energetic and hardworking
Out-of-the-box thinking and problem solving skills
Professional verbal communication and presentation skills
QUALIFICATIONS AND EDUCATION REQUIREMENTS
The ideal candidate will possess the necessary qualifications, but are not limited to the following:
Sales and/or customer service background
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0 Annuities Representative (New Business) jobs found in Mandan, ND area