Annuities Representative (New Business) jobs in Wisconsin

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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Business Development Representative
  • Nexus Business Solutions LLC
  • Plymouth, WI FULL_TIME
  • Business Development Representative/Outside Sales - Plymouth, WI

    Redefining the selling environment and utilizing a team approach to win is what makes this B2B sales role unique! Empowering their people and strong core values is what makes this employer an ideal place to achieve your career goals! The decision to embrace something new, a challenge outside your comfort zone, and a role where your hunting, cold calling, and relationship-building skills can positively impact an organization can be exciting, monetarily rewarding, and the change you need to feel like you are a true and appreciated member of a team!

    What can you expect to do in a BDR role?

    Hunt for new business

    • Assigned, pre-qualified leads
    • Generate your own leads

    Follow the formal sales process

    Analyze customer fleet data

    • Educate customers
    • Recommend pro-active fleet cycling plan

    Leverage ancillary services

    • Strengthen customer longevity
    • Increase profitability

    Attain all accountability goals

    • Prospecting Pipeline
    • Initial Meetings
    • Obtaining Fleet List
    • Vehicle and Ancillary sales

    Assist team with closing new business and winning!

    Are you the perfect fit to be a BDR?

    2 years in a recent outside/hunter sales role

    • B2B
    • Cold calling
    • New Business Development

    High Energy

    Analytical

    Able to educate and challenge customers to do things differently

    Team player

    Self-starter, tenacious, strong work ethic

    Excellent verbal and written communication

    Computer and CRM savvy

    Ability to travel to customer appointments

    Bilingual a plus

    What’s in it for you?

    Normal Weekday Business Hours

    • M-F 8:30am – 5pm

    Employee Stock Ownership Plan (ESOP)

    401K Option

    PTO

    Full suite of health insurance benefits

    • Medical, dental, vision, life

    Giving back to the community through volunteer opportunities

    Access to vehicle for work related travel

    Training

    • Formal fleet sales process
    • Product
    • Systems and Databases
    • Fleet Analysis/Cycling

    Compensation

    • 6 Month Guarantee of $5,000/month
    • Additional commission/bonus potential
    • Year 1 Range: $65,000-$75,000

    Mandatory Requirements

    Successful completion:

    • MVR
    • Background check

    Drug screening

    Hold a valid driver’s license with a clean driving record.

  • 9 Days Ago

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Sales Representative
  • TruGreen - Sales Representative
  • Appleton, WI FULL_TIME
  • TruGreen is Hiring Territory Sales Representatives!At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new o...
  • 1 Day Ago

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Regional Sales Director Benelux&Nordics
  • New Amsterdam Technology and Business Ventures
  • Belgium, WI FULL_TIME
  • Company DescriptionOur client is a truly innovative leading start up, just received an additional B round in funding and looking to aggressively growth in Europe as well as the USA.It’s Software and H...
  • 1 Month Ago

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Merchant Processing Sales Representative
  • Velocity Business Solutions LLC
  • Green, WI FULL_TIME
  • We offer a highly competitive commission-based compensation structure with easily attainable six-figure income, as well as lifetime residual income for every account you bring on board. Our industry i...
  • 17 Days Ago

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Inside Supply Sales Representative
  • Coordinated Business Systems
  • Superior, WI FULL_TIME
  • Would you like to work in a fun, growth-oriented environment? Would you like to provide businesses with products that they HAVE to have. Do you want to be part of a team that provides industry-leading...
  • 14 Days Ago

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Outside Sales Representative
  • Arrow Financial Business Group
  • Madison, WI FULL_TIME
  • Our organization is expanding, and we are looking to hire an Outside Sales Representative in Madison and the surrounding area. This position provides the opportunity for rapid income growth and advanc...
  • 14 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

Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast. With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$44,135 to $54,612