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)
Summary
In this role you are responsible for generating opportunities for our commercial roofing services. Much of the time is spent either on the road visiting offices, or in the office sending emails and doing online research, prosepecting, and nurturing of potential clients.
You will also run vendor shows for the company, attend business chamber gatherings, and other meetings and events as directed in promotion of the company.
Duties
- Conduct on the road office visits and warm calling activities to generate commercial leads and identify potential clients
- Communicate effectively with prospects to understand their needs and explain the benefits of our services
- Utilize sales techniques to persuade and negotiate with potential clients
- Collaborate with the sales team to develop strategies for business growth
- Maintain accurate and up-to-date records of all sales activities in CRM software
- Maintain a network and schedule of cold call visits to potential clients.
Qualifications
- Previous experience in sales or business development.
- Excellent communication skills in English, both verbal and written
- Strong negotiation skills and the ability to close deals
- Familiarity with CRM software and Google suite.
- Self-motivated and goal-oriented individual with a drive for success
Job Type: Full-time
Pay: $20.00 - $30.00 per hour
Expected hours: No less than 40 per week
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Work Location: In person
0 Annuities Representative (New Business) jobs found in York, PA area