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)
Business Development Representative
Responsibilities:
- Conduct market research to identify potential clients and target industries
- Generate leads and build a pipeline of prospective clients through various channels
- Conduct warm calling and outreach to engage with potential clients
- Present and demonstrate our products and services to potential clients
- Collaborate with the sales team to develop effective strategies for business growth
- Maintain accurate records of all sales activities and customer interactions in Salesforce or similar CRM system
- Stay updated on industry trends, competitors, and market conditions
Experience:
- Previous experience in sales, telemarketing, or inside sales is not necessary will train right candidate
- Strong communication skills in both English and Spanish
- Knowledge of technical sales or technology-related products is a plus
- Familiarity with Salesforce or other CRM systems is a plus
If you are a motivated individual with a passion for sales and business development, we want to hear from you! Please submit your resume and cover letter detailing your relevant experience.
Note: Only qualified candidates will be contacted for an interview.
Job Type: Full-time
Pay: $28,885.00 - $66,106.28 per year
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Ability to Commute:
Work Location: In person
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0 Annuities Representative (New Business) jobs found in Spokane, WA area