Annuities Representative (New Business) jobs in Tacoma, WA

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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Key Account Representative
  • Anderson Business Advisors
  • Tacoma, WA OTHER
  • Job Details

    Job Location:    Tacoma Office - Tacoma, WA
    Position Type:    Full Time
    Salary Range:    $45,000.00 - $48,000.00 Salary/year
    Job Category:    Sales & Marketing

    Description

    As a Key Account Representative in the Affiliate and Alliance Department, you will play a pivotal role in managing and nurturing relationships with key partners and affiliates. Your primary responsibility will be to develop and implement strategies to maximize revenue and growth opportunities within our affiliate and alliance network. You will serve as the primary point of contact for key accounts, ensuring their needs are met and objectives are achieved.

     

    Responsibilities:

     

    • Relationship Management:
      • Cultivate strong, long-lasting relationships with key partners and affiliates.
      • Serve as the primary point of contact for key accounts, addressing inquiries, concerns, and requests promptly and effectively.
      • Regularly engage with partners to understand their business needs and identify opportunities for collaboration and growth.
    • Account Development:
      • Develop and execute strategic account plans to drive revenue growth and achieve targets.
      • Identify and pursue opportunities to expand partnerships and alliances, including cross-promotional activities, co-marketing initiatives, and joint ventures.
      • Collaborate with internal teams to develop customized solutions and offerings that meet the unique needs of key partners.
    • Performance Analysis and Optimization:
      • Monitor key account performance metrics and analyze data to identify trends, opportunities, and areas for improvement.
      • Work closely with partners to optimize performance, troubleshoot issues, and implement strategies to enhance results.
      • Provide regular performance reports and insights to partners, demonstrating the value of the partnership and highlighting opportunities for further collaboration.
    • Compliance and Contract Management:
      • Ensure compliance with contractual agreements and regulatory requirements.
      • Initiate contract negotiations, renewals, and amendments in collaboration with senior leadership, legal and finance teams.
      • Maintain accurate records of agreements, terms, and obligations for each key account.
    • Market and Competitive Analysis:
      • Stay informed about industry trends, market dynamics, and competitive landscape.
      • Conduct regular market and competitive analysis to identify new opportunities and threats.
      • Use insights to adapt strategies, refine offerings, and maintain a competitive edge.

     

     

    Qualifications:

    • Bachelor's degree in Business Administration, Marketing, or related field. 
    • Proven experience in affiliate marketing, partnership management, or related fields.
    • Strong communication, negotiation, and interpersonal skills.
    • Demonstrated ability to develop and execute strategic account plans.
    • Analytical mindset with proficiency in data analysis and reporting.
    • Knowledge of relevant industry trends, technologies, and best practices.
    • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
    • Detail-oriented with strong organizational and problem-solving abilities.

    About Anderson


    Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 4 years in a row!

     

    Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, and 2023 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

     

     

    Serving investors and small business owners nationally since 1997, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

     

     

    At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

     

     

    We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

     

     

    Anderson Advisors offers robust benefits including:

    • Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
    • Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
    • Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
    • Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
    • Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
    • Stay active with a $35 monthly gym membership subsidy.

     

    Please note that a full background check, drug screen, internet, and social media search are required for employment. Anderson is an equal opportunity employer, committed to diversity and inclusion as defined by the EEOC.

  • 1 Month Ago

C
Inside Sales & New Business Development
  • Carlisle Interconnect Technologies
  • Kent, WA FULL_TIME
  • Company DescriptionCarlisle Interconnect Technologies is one of the world’s leading designers and manufacturers of high-performance wire and cable, including optical fiber. Since 1940, we have grown o...
  • 1 Month Ago

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New Accounts Representative
  • Heritage Bank
  • Kent, WA FULL_TIME
  • Base Salary Range:Level I -$18.16 - $22.70 - $27.25 per hourLevel II -$19.52 - $24.40 - $29.29 per hourDepending on experience a New Accounts Representative I or II may be considered.At Heritage Bank,...
  • 21 Days Ago

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Business Development Representative
  • Spinnaker Property Management
  • Tacoma, WA FULL_TIME
  • Position Summary: A team member who supports the Director of Business Development and Business Development Representative with data entry of new owners, properties, and tenants. Generating new busines...
  • 10 Days Ago

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Business Development Representative
  • Family First
  • Tacoma, WA FULL_TIME
  • Do you love building strong relationships in the community? Do you want to be part of solving the impossible in healthcare? Do you want to be a part of a fast growing, dynamic organization? If you ans...
  • 6 Days Ago

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Business Development Representative
  • Glomo
  • Lakewood, WA FULL_TIME
  • Our client is seeking an experienced individual in Seattle to join their team as a Business Development - Sales Consultant for a reputable Moving and Storage company. As a Business Development - Sales...
  • 18 Days Ago

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0 Annuities Representative (New Business) jobs found in Tacoma, WA area

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Sales Account Representative
  • ULINE
  • Seattle, WA
  • Seattle, Washington Sales Account Representative Pay from $65,000 to $75,000 per year Looking to launch your sales caree...
  • 4/15/2024 12:00:00 AM

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Sales Account Representative
  • ULINE
  • Bellevue, WA
  • Bellevue, Washington Sales Account Representative Pay from $65,000 to $75,000 per year Looking to launch your sales care...
  • 4/15/2024 12:00:00 AM

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Field Marketing Representative
  • Konscious Foods
  • Seattle, WA
  • About the Position: We seek an enthusiastic and dynamic individual to join our team as a Field Marketing Representative ...
  • 4/15/2024 12:00:00 AM

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Sales Representative
  • Boundless Energy
  • Tacoma, WA
  • Job Description Job Description ```Job Overview:``` We are seeking motivated and outgoing Field Marketers to join our te...
  • 4/15/2024 12:00:00 AM

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Real Estate Sales Representative
  • John L. Scott Real Estate
  • Federal Way, WA
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/13/2024 12:00:00 AM

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Real Estate Sales Representative
  • John L. Scott Real Estate
  • Port Orchard, WA
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/13/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Tacoma, WA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/13/2024 12:00:00 AM

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Customer Service Representative
  • Patterson
  • Bothell, WA
  • Patterson isn't just a place to work, it's a partner that cares about your success. One of the distinguishing marks of o...
  • 4/5/2024 12:00:00 AM

Tacoma (/təˈkoʊmə/ tə-KOH-mə) is a mid-sized urban port city and the county seat of Pierce County, Washington, United States. The city is on Washington's Puget Sound, 32 miles (51 km) southwest of Seattle (of which it is the largest satellite city), 31 miles (50 km) northeast of the state capital, Olympia, and 58 miles (93 km) northwest of Mount Rainier National Park. The population was 198,397, according to the 2010 census. Tacoma is the second-largest city in the Puget Sound area and the third largest in the state. Tacoma also serves as the center of business activity for the South Sound re...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$48,021 to $59,421
Tacoma, Washington area prices
were up 2.8% from a year ago