Annuities Representative (New Business) jobs in Vermont

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 Account Executive
  • CallFinder
  • South Burlington, VT FULL_TIME
  • Position Summary

    The New Business Account Executive is responsible for qualifying leads from marketing, finding new leads, and developing them into qualified prospects. The position requires experience identifying opportunities to deliver solutions utilizing the company’s suite of capabilities through uncovering a prospect’s pain points. Candidates will be required to align CallFinder’s speech analytics solution to solve customers’ challenges and needs. We are open to a remote-based arrangement for the right candidate for the New Business Account Executive position.

    Essential Functions & Responsibilities

    I. Prospect Qualification & Development
    • Maintain a current understanding of CallFinder and competitive products and services.
    • Conduct pre-call and pre-product demonstration research to deliver a targeted pitch to prospects.
    • Provide subject matter expertise to solve prospects’ business challenges with speech analytics.
    • Present speech analytics and business cases that align with the prospect’s challenges while conducting product demonstrations.
    • Conduct initial product demonstration with available tools; and only if required, schedule a deep-dive demonstration with CallFinder Analysts.
    • Advance prospects to NDA/Pricing stage, secure copies of the prospects’ quality monitoring, reports, and scripts for an initial discovery call.
    • Schedule business discovery calls once NDA is in place and pricing discussions have been held.
    • Make measurable, weekly progress to move multiple opportunities toward the initial discovery sales stage.
    • Qualify prospects to identify budget, need, and buying time frame while identifying the economic buyer, business users, influencers, and IT/telephony personnel.
    • Keep an accurate forecast and notes of prospect conversations; and document prospect’s purchase process in Salesforce CRM.
    • Provide feedback via company communications and CRM systems (i.e. SalesForce) regarding competitor offerings.
    • Interact with and remain in contact with all levels of existing CallFinder clients to expand and grow the existing business after participating in the client project kick-off call.
    II. Miscellaneous
    • Build trust and rapport with current and potential clients.
    • Ability to use a computer, keyboard, mouse, and other computer-related devices on an ongoing daily basis.
    III. Other Responsibilities
    • Other work-related duties as required
    IV. Employment Standards
    Education / Experience
    Bachelor’s Degree in Business Information Systems, Marketing, Communications, or similar field or equivalent work with 5 years’ experience required.
    Knowledge / Skills / Availability
    • Proficiency with web applications such as Microsoft Office/Exchange, Salesforce, and LinkedIn.
    • Call Center, speech recognition, or analytics technology experience is highly preferred.
    • SaaS selling experience.
    • Previous experience selling technology solutions to multiple stakeholders.
    • Highly professional demeanor, presence, and voice.
    • Demonstrated high-level competency in written and verbal communication.
    • Experience and familiarity in conducting business using web conferencing tools.
    • Demonstrated success working with minimal direct daily supervision in an office or a remote office setting.
    • Some travel may be required.

    Resume Required For Consideration

    How To Apply?

    If you’re looking for a fulfilling challenge, working with energetic and talented people in a rewarding and winning environment, apply today. Please email your cover letter and resume to hr@mycallfinder.com. Only qualified applicants for further consideration will be notified. We are open to a remote-based arrangement for the right candidates.

    EOE. CallFinder is an Equal Opportunity/Affirmative Action Employer. m/f/d/v

  • 17 Days Ago

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Human Resources Business Partner
  • New England Federal Credit Union
  • South Burlington, VT FULL_TIME
  • New England Federal Credit Union is looking for a Human Resources Business Partner (HRBP) to join our growing team! This highly collaborative position will provide strategic HR advisory to Senior Lead...
  • 1 Month Ago

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Human Resources Business Partner
  • New England Federal Credit Union
  • Montpelier, VT FULL_TIME
  • New England Federal Credit Union is looking for a Human Resources Business Partner (HRBP) to join our growing team! This highly collaborative position will provide strategic HR advisory to Senior Lead...
  • 1 Month Ago

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New Trucks Sales Representative
  • Allegiance Trucks
  • Jericho, VT FULL_TIME
  • Who is Allegiance Trucks? Allegiance Trucks operates over 40 locations in 10 states throughout the Northeast and is the fastest growing commercial truck and trailer dealer group in North America. We k...
  • 19 Days Ago

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Member Service Representative
  • New England Federal Credit Union
  • Williston, VT FULL_TIME
  • New England Federal Credit Union offers satisfying work opportunities and we believe our employees are the biggest asset to our success. Our competitive compensation and solid benefits package that st...
  • 10 Days Ago

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New Business Associate at Equity Services Inc.
  • National Life Group
  • Montpelier, VT FULL_TIME
  • New Business Associate at Equity Services Inc. Position Overview: Join our team at National Life Group and contribute to a culture where your work has impact. As a New Business Associate for Equity Se...
  • 18 Days Ago

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Sales Representive
  • Ultimate Staffing
  • Denver, CO
  • Open to Hybrid Schedule after training - Onsite, Remote, & Out in Field Job Title: Business Development Representative J...
  • 4/25/2024 12:00:00 AM

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Customer Support Representive
  • tapseries.io
  • **Customer Support Representive** ** TAP Series () Westlake Village, CA 91362** **** TAP Series is located in Westlake V...
  • 4/25/2024 12:00:00 AM

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Customer-Facing Client Representive
  • 500 Republic Inc
  • Indianapolis, IN
  • Job Description Job Description Customer-Facing Client Representative New customers are vital to a company’s success. At...
  • 4/25/2024 12:00:00 AM

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Accounts Receivable Representive
  • OrthoCarolina
  • Charlotte, NC
  • At OrthoCarolina, our team is our greatest asset and the foundation of our success; we share a common passion for making...
  • 4/24/2024 12:00:00 AM

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Tenant Representation Broker
  • Pope Corporation
  • Houston, TX
  • Commercial Real Estate Broker - Tenant Representation - Business Development (National Accounts) Company: Pope Corporati...
  • 4/23/2024 12:00:00 AM

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Tenant Representation Broker
  • Pope Corporation
  • Houston, TX
  • Commercial Real Estate Broker - Tenant Representation - Business Development (National Accounts) Company: Pope Corporati...
  • 4/22/2024 12:00:00 AM

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Customer Service Representation Tulsa
  • CNG Holdings, Inc.
  • Tulsa, OK
  • Job Description: General Function / Summary: As a financial services leader, we strive to make a difference in our custo...
  • 4/22/2024 12:00:00 AM

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Attorney - Train for Tax Representation
  • Community Tax, LLC
  • 00917, PR
  • Job Description Job Description Community Tax Puerto Rico, LLC Is a PUERTO RICO established firm and partner with Commun...
  • 4/22/2024 12:00:00 AM

Vermont is located in the New England region of the Northeastern United States and comprises 9,614 square miles (24,900 km2), making it the 45th-largest state. It is the only state that does not have any buildings taller than 124 feet (38 m). Land comprises 9,250 square miles (24,000 km2) and water comprises 365 square miles (950 km2), making it the 43rd-largest in land area and the 47th in water area. In total area, it is larger than El Salvador and smaller than Haiti. It is the only landlocked state in New England, and it is also the easternmost and the smallest in area of all landlocked sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,822 to $54,225