Annuities Representative (New Business) jobs in Ohio

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 Sales Representative
  • Rumpke
  • Ironton, OH FULL_TIME
  • New Business Sales Representatives are responsible to prospect and generate new commercial business. This position requires cold calling on commercial accounts in the field to generate new contracted permanent commercial sales.  

     

    Responsibilities of Position:

    • Identifies leads, manages prospects and acquires new business.
    • Develops and maintains a thorough knowledge of Rumpke’s services and pricing structure.
    • Determines customer needs and propose appropriate service needs.
    • Meets or exceeds the new business sales goals.
    • Conducts cold call and prospecting activities that result in scheduled first appointments and follow up appointments with decision makers.
    • Prepares and delivers sales proposals/presentations to key decision makers that result in closing the sale.
    • Proposes customer solutions that are compliant with appropriate local, state and federal regulations.
    • Utilizes the company’s Growth Management System (GMS Board) on a daily basis, scheduling and documenting activities, and developing prospective customer profiles.
    • Performs data entry to populate electronic sales orders via the Sales Management System (SMS).
    • Secures customer signatures on required Customer Service Agreements (unaltered).
    • Submits and reviews for accuracy reports and other paperwork in a timely manner and in accordance with Company policy.
    • Develops and maintains an awareness of market behavior and competitive trends and respond accordingly.
    • Attends meetings regularly with Sales Supervisor to review weekly sales activities, progress on goals, and status of prospective customers.
    • Other duties as assigned.

     

    Skills & Abilities Needed for Position: 

    • Possess strong presentation, negotiation, and closing skills.
    • Must be self-motivated and able to work independently to meet or exceed goals.
    • Must present and communicate in a professional manner.
    • Excellent verbal and written communication skills.
    • Must be organized with good time management skills.
    • Possess proven analytical/problem-solving solutions for the customer and the company. 
    • Computer proficiency in Windows and Microsoft applications.
    • Must have reliable transportation.

     

    Additional Working Conditions/Aspects:

    • Possible exposure to high traffic conditions and/or tight driving areas.
    • Ability to travel between offices, as required.
    • Ability to work flexible hours; overtime, weekends, and/or holidays.
    • Ability to work overtime, weekends and/or holidays.
    • Legally eligible to work in the United States.
    • Valid driver’s license (if applicable).
    • Must successfully complete pre-employment testing.
    • Must be able to read and speak the English language.

     

    This job description is intended to describe the general nature, complexity, and level of work to be performed by employees assigned to this position and is not to be construed as an exhaustive list of responsibilities, duties and/or skills required. It does not prescribe or restrict the work that may be assigned. Furthermore, this does not establish a contract for employment and is subject to change at the discretion of the company.

    Rumpke Waste and Recycling is committed to equality in all aspects of employment. It is Rumpke’s policy to provide equal opportunities to all employees and potential employees without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, protected veteran status or disability status.

     

  • 15 Days Ago

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New Business Sales Representative
  • Rumpke of Ohio
  • Ironton, OH FULL_TIME
  • New Business Sales Representatives are responsible to prospect and generate new commercial business. This position requires cold calling on commercial accounts in the field to generate new contracted ...
  • 16 Days Ago

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New Business Representative
  • Valor Merchant Services
  • Columbus, OH FULL_TIME
  • Responsibilities:- Develop new business opportunities and generate leads through prospecting and networking- Conduct sales presentations and product demonstrations to potential clients- Build and main...
  • 1 Day Ago

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New Business Representative
  • Valor Merchant Services
  • Cleveland, OH FULL_TIME
  • Responsibilities:- Develop new business opportunities and generate leads through prospecting and networking- Conduct sales presentations and product demonstrations to potential clients- Build and main...
  • 2 Days Ago

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New Business Sales Representative
  • Rumpke of Ohio, Inc.
  • Bucyrus, OH FULL_TIME
  • DescriptionNew Business Sales Representatives are responsible to prospect and generate new commercial business. This position requires cold calling on commercial accounts in the field to generate new ...
  • 20 Days Ago

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New Business Sales Representative
  • Rumpke of Ohio, Inc.
  • Lima, OH FULL_TIME
  • DescriptionNew Business Sales Representatives are responsible to prospect and generate new commercial business. This position requires cold calling on commercial accounts in the field to generate new ...
  • 20 Days Ago

Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus. The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,688 to $54,060