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)
This is an exciting business development opportunity supporting our Additive Manufacturing organization, known as 3D Printing, through proactive prospecting, generating leads and opportunities. Additionally, you will oversee marketing follow-ups, collaborate closely with the sales team, execute nurturing campaigns, and ensure the account database remains up to date.
Responsibilities
Actively pursue new accounts through targeted prospecting efforts, utilizing various channels such as phone calls, emails, outreach, and social media to drive adoption of our 3D technology.
Achieve predefined goals by effectively generating leads and opportunities through account prospecting strategies.
Conduct timely follow-ups on marketing initiatives, including campaigns, events, and tradeshows, aimed at nurturing responses, contacts, and converting prospects into customers.
Efficiently manage, track, and report all activities and outcomes using CRM systems such as Salesforce and Microsoft Dynamics, ensuring comprehensive data accuracy and analysis.
Foster close collaboration with the global sales team, providing ongoing support in lead conversion efforts and assisting with seamless opportunity migration and closure processes.
Develop and execute engaging nurturing campaigns to sustain active engagement with leads and prospects, thereby enhancing conversion potential.
Regularly update and maintain the integrity of the account database by conducting thorough research, identifying key stakeholders, and ensuring relevant information is accurately documented.
Education & Experience Recommended
Four-year university education or commensurate work experience and demonstrated competence.
Ideally, some experience as a sales development representative, with a track record of achieving sales quotas.
0 Annuities Representative (New Business) jobs found in Salem, OR area