Annuities Representative (New Business) jobs in Philadelphia, PA

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 Development Representative
  • IT Solutions
  • Fort Washington, PA FULL_TIME
  • Ready to Showcase Your Relationship Building Skills?
    You have always believed in the power of strong relationships — with family, friends and co-workers. Now, you’re ready to put that commitment to work building strong client relationships for a great company, as well. The idea of accepting a position that is open due to robust company growth really interests you.

    You are a natural when it comes to networking, and you find yourself talking up your firm to other business professionals — whether or not they might be prospects. In short, you really enjoy developing and maintaining connections.

    *
    The Value of Persistent Networking*
    You’re a consummate professional who still connects with associates you worked with previously. Yet, you truly enjoy strengthening your professional bonds, whether with friends or fellow technology pros. You’re also dedicated to helping everyone around you achieve their goals, and you support them without hesitation.

    *
    You Enjoy Staying Current on Industry Trends*
    New technologies, new approaches, and other industry developments intrigue you, and you stay up to date on those that are important to your firm’s co-workers and clients.

    If this sounds like you, read on to learn more about our New Business Development Representative opening.

    *
    Job Responsibilities*

    • Seek out and prospect new client accounts and generate sales opportunities
    • Participate in the company’s growth by developing opportunities through daily cold calling, networking and prospecting
    • Reach the established targets of new accounts development
    • Engage in other business development activities as assigned
    • Develop and maintain good business relations with potential clients
    • Fulfill tasks during the new client onboarding process
    • Assist with and attend company events as they relate to sales and new business acquisition
    • Ensure proper management of sales activities, and adopt professional sales techniques in the aim of targeting accurately and offering the appropriate services
    • Report weekly on sales activities and keep projections accurate and up to date
    • Prepare and assist with proposals and presentations

    Requirements:

    • At least two years of sales experience; technology sales preferred but not required
    • Verbal and written communication skills
    • Microsoft Office Suite
    • Ability to be self-motivated and take a “hunting” style approach

    Compensation Package:

    *Total compensation potential of $100k /year
    *

    About IT Solutions:
    Founded nearly 30 years ago by a group of seasoned IT geeks, IT Solutions believes in equity. Our staff directly influence how the business is run, reaping financial and professional rewards for their dedication and commitment.

    *
    Philosophy*

    • Always employee-owned, past, present and future
    • Focused on work-life balance
    • Believes in employee autonomy
    • Offers continuous training and development

    *
    Awards*

    • Ranked #6 World’s Most Elite 501 Managed Services Firms, 2021
    • 5-time winner Best Places to Work in Philadelphia

    *
    Ongoing Learning and Training*

    • Membership in online learning systems
    • Company-paid training, materials and exams
    • Monthly internal training sessions, led by our team
    • Quarterly goals — “Rocks” — which are often certification or skills related
    • Assign a subject matter expert to mentor them

    *
    ITS offers a full benefits package, including: *

    • Flex-work environment: remote, in office or hybrid
    • Performance-based bonuses
    • Travel reimbursement
    • Paid holidays and vacations
    • Company paid medical, prescription and vision coverage
    • Dental coverage
    • 401K/401K Roth with match
    • Company-paid life, long-term and short-term disability insurance
    • AFLAC
    • Flexible spending account (FSA) for medical and dependent care
    • Wellness program; gym membership discount

    Job Type: Full-time

    Pay: Up to $100,000.00 per year

  • 24 Days Ago

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Business Development Representative New Jersey & southeastern PA
  • Penn Lumbermens Mutual Ins.
  • Philadelphia, PA FULL_TIME
  • Pennsylvania Lumbermens Mutual Insurance CompanyPosition: Business Development Representative Territory: New Jersey & Southeastern Pennsylvania Department: Field OperationsReports To: Vice President, ...
  • 19 Days Ago

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Customer Success Representative
  • RTM Business Group
  • Philadelphia, PA FULL_TIME
  • Customer Success Representative RTM Business Group Hybrid in NY, NJ, CT or Remote in CA, FL, TX, PA, GA, OH, IN, SC Full-time 51-200 employees · Market Research Originally posted April 2024; this is a...
  • 20 Days Ago

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ABS Sales Representative
  • Automated Business Solutions
  • Media, PA FULL_TIME
  • Responsibilities Indentify new transportation market opportunities Help refine ABS product solutions sales materials for prospects Develop Sales Leads in new transportation markets Present ABS product...
  • 22 Days Ago

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Manager, Business Development (New Business)
  • GLG
  • Philadelphia, PA FULL_TIME
  • GLG's New Business team within GLG's financial services business is seeking an experienced Business Development professional to build new client relationships within a defined territory of financial s...
  • 17 Days Ago

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Office Service Representative I
  • Canon Business Process Services, Inc.
  • Philadelphia, PA OTHER
  • Overview Under general supervision, is responsible for all mail, packages and interoffice correspondence handling and dispatching for all classes of mail/packages. Responsibilities may also include co...
  • 19 Days Ago

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0 Annuities Representative (New Business) jobs found in Philadelphia, PA area

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SALES REPRESENTATIVE
  • Gcsanj
  • Philadelphia, PA
  • **SALES REPRESENTATIVE** **Philadelphia/ Northeast PA** **?** **Posted 2/7/2022** **?** Helena Agri-Enterprises LLC, a n...
  • 4/26/2024 12:00:00 AM

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Inside Sales Representative
  • Beacon Roofing
  • Eddystone, PA
  • Overview: Joining Beacon Building Products as an Inside Sales Representative means becoming part of a values-driven orga...
  • 4/24/2024 12:00:00 AM

S
Territory Sales Representative
  • Solar Energy World
  • Philadelphia, PA
  • Job Description Job Description Solar Energy World is a leading solar company based in Laurel, MD. We are currently expe...
  • 4/24/2024 12:00:00 AM

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Sales Representative
  • MLM Home Improvement
  • Philadelphia, PA
  • **MLM HOME IMPROVEMENT LLC** **Sales Representative** **Sales Department - Philadelphia, NJ - Full Time** **MLM Home Imp...
  • 4/24/2024 12:00:00 AM

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Brand Representative
  • AMS Retail Solutions
  • Trenton, NJ
  • Job Description Job Description Title: Field Service Representative *** Bonus potential upon completion of project*** On...
  • 4/23/2024 12:00:00 AM

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Commercial Outside Sales Representative
  • Beacon Roofing
  • Philadelphia, PA
  • Overview: Be part of the winning team! Beacon is aiming to be the #1 commercial distributor in North America, and we nee...
  • 4/22/2024 12:00:00 AM

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Lead Sales Representative
  • Rsp Events
  • Philadelphia, PA
  • Job Description Job Description RSP Event is looking for a Lead Sales Representative to help expand our new client throu...
  • 4/22/2024 12:00:00 AM

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Sales Development Representative
  • Breakthru Beverage Group
  • New Castle, DE
  • Overview: This position is designed as a sales development role and will rotate through a number of different territorie...
  • 3/26/2024 12:00:00 AM

Philadelphia, sometimes known colloquially as Philly, is the largest city in the U.S. state and Commonwealth of Pennsylvania, and the sixth-most populous U.S. city, with a 2017 census-estimated population of 1,580,863. Since 1854, the city has been coterminous with Philadelphia County, the most populous county in Pennsylvania and the urban core of the eighth-largest U.S. metropolitan statistical area, with over 6 million residents as of 2017[update]. Philadelphia is also the economic and cultural anchor of the greater Delaware Valley, located along the lower Delaware and Schuylkill Rivers, wit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$47,173 to $58,371
Philadelphia, Pennsylvania area prices
were up 1.0% from a year ago