Annuities Representative (New Business) jobs in Southfield, MI

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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Virtual Call Center Representative- Business Consultant
  • QT Business Solutions
  • Southfield, MI FULL_TIME
  • Virtual Call Center Representative - Business Consultant

    Salary Range
    $15.00 - $17.00 per hour

    Job Summary

    Objective:
    To market and enroll prospects in our Business Consulting, Business Plan Writing, and Grant Writing Services

    Summary:
    Provides Business Consulting, Business Development, closes sales, and resolves issues by offering solutions, explanations, and options. Sells additional QT products and services. Gets our clients to the finish line in 6 weeks and create 100% raving fans. This position is a Full-Time Statutory Employee or 1099 position that will require 25 to 32 hours per week. This is a hybrid remote and in-office position. Hours will typically be between 9 am and 6 pm, however, evening, weekend, and in-person events or
    appointments may be required and therefore schedule flexibility is required.


    Job Qualifications
    Education: High school diploma or equivalent
    Experience: Some previous work-related experience
    A minimum of 6 years recent sales experience with an emphasis on telephone selling as well as documented top producer status; preferably in an inside sales environment utilizing both inbound and outbound calling techniques. Must have a Life & Health Producer License or ability to take the exam within 30 days of hire
    A demonstrated ability to effectively work as a team with other members of the Coaching Sales team and various departments within the company to achieve individual, departmental, and company goals.
    You will need acceptable modern computer skills and be expected to follow all company policies and procedures.
    You will need the ability to build rapport and be able to correspond with people from all over the world.
    This position calls for the ability to effectively communicate with all types of people.
    The ability to carry out instructions furnished in written, oral, and diagram form.
    The ability to work from your home.

    Skills
    Excellent verbal and written communicationPersuasionActive listeningService orientationSocial perceptiveness
    Essential Duties and Responsibilities

    The essential role of a Business Consultant sales representative is to call out to clients within the database to perform a coaching strategy session. Your role will be to consistently meet and exceed agreed-upon monthly enrollment goals along with a monthly expectation of agreed-upon sales, upsells, down-sells, or cross-sells

    This position is a virtual sales position; you will work from a home office and have the freedom to implement the agreed sales objectives.

    Maintain accurate records of sales activities and statistics within the CRM

    Make outbound calls to potential and existing customers by telephone and e-mail to qualified leads and sell our Writing Services as well as other QT products and
    services.

    This is a “dial out” sales role in addition to requiring that you handle inbound sales calls and convert those calls into sales or down sells or cross-sells Build and maintain customer relationships.

    Some travel may be required to sell our services at events.
    Other duties or special projects to be assigned by Manager.

    Proficiencies

    Financial Knowledge: The CEO’s CSS will have high attention to detail and accuracy, using their existing experience dealing with financial information, their experience supporting Executives, and their ground-level understanding of accounting terminology to provide informed administrative support.

    Quality Communication: The CSS must be an excellent communicator, in both written and oral form. This includes proficiency in spelling, grammar, and punctuation. This also includes being able to take a large amount of information and summarize it quickly both in writing and orally on a regular basis. You must also be able to track communication (and be very responsive) across multiple channels without losing any details. Those channels could include in-person meetings, virtual video calls, Slack messages, text messages and/or emails.

    High Level of Discretion: Since our CSS will regularly work with confidential information, discretion and sensitivity regarding financial information is a must.

    Team Player: In addition to working directly with the CEO, the CSS will also work with members of the Team and several others from other departments. They’ll need to be able to collaborate and communicate well with these team members, maintaining a can-do spirit and not complaining, making excuses, or gossiping.

    Anticipating Needs: As a part of our commitment to enabling our CEO to serve our company and customers at the top of his game, our Client Success Specialist will strive to anticipate needs and eliminate friction at work and home whenever possible.

    This means you know how to stay five steps ahead of your leader, clearing the path for him to make his greatest contribution.

    Affinity for Technology: Our executive assistant will be a technologically savvy Mac and/or PC user and will not be intimidated by learning new technology. Proficiency in the following tech platforms is ideal: Expensify, Slack, Zoom, Google Suite, Asana, Microsoft Office Suite, RingCentral, Infusionsoft

     

  • 5 Days Ago

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Customer Representative
  • Opus Business Consulting
  • Troy, MI FULL_TIME
  • Customer Service Specialists are required to start with a week of virtual paid training. Our focus is working for technical clients, supply chain, and security, bringing in new customers and retaining...
  • 6 Days Ago

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Office Service Representative I
  • Canon Business Process Services, Inc.
  • Birmingham, MI 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...
  • 22 Days Ago

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Office Service Representative I
  • Canon Business Process Services, Inc.
  • DETROIT, MI 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...
  • 22 Days Ago

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Office Service Representative II
  • Canon Business Process Services, Inc.
  • Detroit, MI 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...
  • 15 Days Ago

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Office Service Representative
  • Canon Business Process Services, Inc.
  • Detroit, MI FULL_TIME
  • Canon Business Process Services, Inc. has an opening for a Full-Time Office Service Representative in a legal office in Detroit, MI. Qualified candidates must have at least 1-2 years of experience in ...
  • 15 Days Ago

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0 Annuities Representative (New Business) jobs found in Southfield, MI area

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Retail Sales Representative PT
  • CROSSMARK
  • Westland, MI
  • Job Posting: The Retail Sales Representative plays a vital role in promoting nationally distributed, highly recognized p...
  • 3/28/2024 12:00:00 AM

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Client Services Representative-MI Law Office
  • Stillman Law Office
  • Farmington, MI
  • Stillman Law Office is a Collections Law Firm headquartered in Farmington Hills, Michigan, specializing in creditor repr...
  • 3/28/2024 12:00:00 AM

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Sales Representative
  • Belfor
  • Livonia, MI
  • RESTORING MORE THAN PROPERTY Flooding. Fires. Windstorms. Hundreds of thousands of clients rely on BELFOR Property Resto...
  • 3/26/2024 12:00:00 AM

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Aviation Field Representative
  • RS&H
  • Plymouth, MI
  • The Opportunity: We are seeking an Aviation Field Representative for our Construction Management Aviation practice for o...
  • 3/25/2024 12:00:00 AM

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Real Estate Sales Representative
  • Z Real Estate Experts
  • Bloomfield Hills, MI
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 3/24/2024 12:00:00 AM

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Real Estate Sales Representative
  • Z Real Estate Experts
  • Birmingham, MI
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 3/24/2024 12:00:00 AM

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Aviation Field Representative
  • RS and H
  • Plymouth, MI
  • The Opportunity We are seeking an Aviation Field Representative for our Construction Management Aviation practice for ou...
  • 3/24/2024 12:00:00 AM

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Outside Sales Representative
  • AmeriPro Roofing
  • Farmington Hills, MI
  • AmeriPro Roofing, one of the largest residential roofing contractors in the nation is immediately Hiring Outside Sales R...
  • 8/21/2023 12:00:00 AM

Southfield is a city in Oakland County of the U.S. state of Michigan. It is a northern suburb of Detroit. As of the 2010 census, the city had a population of 71,739. A part of Metro Detroit's upscale office market, the city's marque is a cluster of five golden skyscrapers – known as the "Golden Triangle" – that form the contemporary 2,200,000 square feet (204,400 m2) Southfield Town Center office complex with a Westin Hotel and a conference center. In addition, a 33-story luxury residential high-rise is separate from the complex. To the west, near the confluence of I-696/Reuther Freeway and M...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$44,980 to $55,661
Southfield, Michigan area prices
were up 1.2% from a year ago