Annuities Representative (New Business) jobs in New York

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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New Business Representative
  • Plaid
  • New York, NY FULL_TIME
  • At Plaid, our mission is to unlock financial freedom for everyone.  There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. #LI-Hybrid


    Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be a fintech actually are. 


    You'll be the one helping us achieve this vision. As a New Business Representative, you'll forge the path to finding new clients and prospect new customers for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbounding selling experience, who can demonstrate the added value of Plaid and what impact it can have on FinTech and non-FinTech alike. In this role you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer centric, resilient, challenges the status quo, and has an interest in advancing their career in tech sales.

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    Qualifications
    • 1-3 years of experience in pipeline development and/or sales (preferably at SaaS company)
    • Leading high-level conversations with business stakeholders
    • The ability to evangelize Plaid’s value proposition in order to assess buying interest
    • The ability to thrive in a high customer volume, time-sensitive environment
    • Having a relentless mindset and unwillingness to quit
    • Proficiency in using Salesforce.com or other CRM
    • Experience working with customers and explaining technical productsInterest in financial services and technical products; a high degree of intellectual curiosity
    • Excitement to work in a high-growth environment and to help build processes and tools as needed
    • Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs


    Responsibilities
    • Acting as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business
    • Liaising with Marketing to provide feedback on campaigns and design new efforts
    • Identifying prospects and building pipeline through outbound campaigns
    • Helping new clients get started with Plaid and answering questions about our products
    • Identifying the most promising verticals to help drive increased revenue opportunity


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    $65,000 - $65,000 a year
    Target base salary for this role is $65,000 per year. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
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    Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!


    Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.


    Please review our Candidate Privacy Notice here.

  • 19 Days Ago

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Business Development Representative
  • Golden Malted - New Carbon Company
  • New York, NY FULL_TIME
  • Responsibilities- Contact potential clients through cold calls, product demonstrations and marketing campaignsto convert to qualified accounts.- Proactively seek new business opportunities in the mark...
  • 24 Days Ago

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Business Development Representative
  • Bold Business
  • New York, NY FULL_TIME
  • We are searching for a Business Development Representative to join our fun, fast-paced, growing team and take on full responsibility for converting sales leads into customers.As a Business Development...
  • Just Posted

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Business Development Representative
  • 1-800 WATER DAMAGE of New York City
  • Brooklyn, NY FULL_TIME
  • Company Overview1-800 WATER DAMAGE is a trusted property restoration company serving customers across the nation. With locations spanning coast-to-coast, we help home and business owners return their ...
  • 1 Month Ago

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Business Development Representative - New York
  • Macrobond Financial AB
  • New York, NY FULL_TIME
  • Business Development Representative – New York Location: New York (hybrid working environment)Experience: Entry-levelSalary: $65,000 - $75,000 Company Overview: Would you like to work with smart, entr...
  • Just Posted

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Business Development Representative/ Social Media
  • SERVPRO of New Hyde Park/Mineola/Ozone Park/Jamaica Bay
  • Ozone, NY FULL_TIME
  • SERVPRO of New Hyde Park/Mineola/Ozone Park/Jamaica Bay Business Development Representative Do you love working with people and educating them?In this position, you will be making a difference each an...
  • 1 Month Ago

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Customer-Facing Client Representive
  • 500 Republic Inc
  • Fishers, IN
  • Job Description Job Description Customer-Facing Client Representative New customers are vital to a company’s success. At...
  • 3/29/2024 12:00:00 AM

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Customer Service Representive (Bilingual)
  • visaeurope.lu
  • Miami, FL
  • **Customer Service Representive (Bilingual)** Client Services & Support Full-time Date: Job Number: REF39347C **Company ...
  • 3/29/2024 12:00:00 AM

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Legal Administrative Specialist (Contact Representation)
  • Veterans Benefits Administration
  • Colorado Springs, CO
  • Summary The Legal Administrative Specialist (LAS) serves as a member of the Public Contact Team, located in the Veterans...
  • 3/29/2024 12:00:00 AM

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Attorney - Train for Tax Representation
  • Community Tax, LLC
  • 00917, PR
  • Job Description Job Description Community Tax Puerto Rico, LLC Is a PUERTO RICO established firm and partner with Commun...
  • 3/28/2024 12:00:00 AM

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REPRESENTATION TEAM LEADER
  • Voluntary Action Sheffield
  • Winston Salem, NC
  • Category Education Job Description We have just completed a major transformation to our representational, governance and...
  • 3/28/2024 12:00:00 AM

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Faculty Position - Architectural Representation (Open Rank)
  • Columbia University
  • New York, NY
  • The Graduate School of Architecture, Planning and Preservation (GSAPP) at Columbia University invites applications for a...
  • 3/27/2024 12:00:00 AM

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Brand Representative
  • AMS Retail Solutions
  • Frederick, MD
  • Job Description Job Description Bosch Appliance factory account representative in an assigned territory and establishes ...
  • 3/27/2024 12:00:00 AM

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Customer Support Representive
  • tapseries.io
  • **Customer Support Representive** ** TAP Series () Westlake Village, CA 91362** **** TAP Series is located in Westlake V...
  • 3/26/2024 12:00:00 AM

New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States. New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean. In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$47,572 to $58,869