Annuities Representative (New Business) jobs in Nampa, ID

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
  • Boise, ID 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

     

  • 10 Days Ago

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Mid-Market Sales Representative
  • Better Business Bureau Great West + Pacific
  • Meridian, ID FULL_TIME
  • Are you an expert in lead generation and outbound sales? Do you thrive in a dynamic sales environment? If so, the Better Business Bureau (BBB) is looking for you! Join our team in Boise and become a p...
  • Just Posted

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Inside Sales Representative
  • Better Business Bureau Great West + Pacific
  • Meridian, ID OTHER
  • Job Details Job Location: Idaho - Meridian, ID Education Level: High School Salary Range: Undisclosed Travel Percentage: None Job Shift: Day Job Category: Inside Sales - Business Development Descripti...
  • 1 Month Ago

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Business Development Representative
  • AmeriTitle
  • Payette, ID FULL_TIME
  • Futura Title & Escrow, headquartered in Boise, Idaho, is the largest independent title and escrow group in the Pacific Northwest operating 76 branches in 74 counties. The company currently has four un...
  • 12 Days Ago

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Business Development Representative
  • MicroTech Systems, Inc
  • Boise, ID FULL_TIME
  • MicroTech Systems is looking for a Business Development Representative to join our team in our Boise, Idaho office. The core mission of the Business Development Representative (BDR) is to manage / adm...
  • Just Posted

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Business Development Representative
  • Fulcrum Home Loans
  • Eagle, ID FULL_TIME
  • Fulcrum Home Loans is a dynamic, multi-state mortgage brokerage on a mission! Our goal is to provide our customers with an extensive range of mortgage solutions that cater perfectly to their needs. We...
  • 3 Days Ago

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0 Annuities Representative (New Business) jobs found in Nampa, ID area

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Real Estate Sales Representative
  • J. Kent Erickson Real Estate
  • Boise, ID
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/15/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Boise, ID
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/15/2024 12:00:00 AM

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Client Representative
  • NWM Inc
  • Boise, ID
  • Job Description Job Description Client Representative What do YOU want, what's important to YOU? More growth? More oppor...
  • 4/15/2024 12:00:00 AM

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Accounts Representative
  • Endless Air
  • Meridian, ID
  • Job Description Job Description We are seeking an Accounts Representative to join our team! You will resolve customer qu...
  • 4/14/2024 12:00:00 AM

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Sales Representative
  • Trillium Staffing
  • Nampa, ID
  • Trillium Construction is now seeking a Sales Representative for direct-hire in ID! Our client is a well-established subc...
  • 4/14/2024 12:00:00 AM

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Sales Representative
  • IDI Distributors Inc.
  • Boise, ID
  • ** Sales Representative** **Job Category****:** Sales **Requisition Number****:** SALES001540 Showing 1 location **Job D...
  • 4/14/2024 12:00:00 AM

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Customer Service Representative
  • Clearwave Communications
  • Nampa, ID
  • ** Customer Service Representative** **Job Category****:** System **Requisition Number****:** CUSTO003933 Showing 1 loca...
  • 4/13/2024 12:00:00 AM

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Sales Representative
  • Allstate Benefits
  • Boise, ID
  • About the job About us Allstate Benefits is a leading provider of benefit insurance coverage to over 50,000 groups and i...
  • 4/12/2024 12:00:00 AM

Nampa (/ˈnæmpə/ (listen)) is the largest city of Canyon County, Idaho. The population of Nampa was 81,557 at the 2010 census and, as of 2018, is the third-most populous city in Idaho. Nampa is about 20 miles (32 km) west of Boise along Interstate 84, and six miles (10 km) west of Meridian. Nampa is the second principal city of the Boise-Nampa metropolitan area. The name "Nampa" may have come from a Shoshoni word meaning either moccasin or footprint. Nampa is located at 43°34′29″N 116°33′49″W / 43.57472°N 116.56361°W / 43.57472; -116.56361 (43.574807, -116.563559). According to the United St...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$41,097 to $50,854
Nampa, Idaho area prices
were up 2.5% from a year ago