IRA Services Representative, Sr. jobs in Long Beach, CA

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • Norwalk, CA PART_TIME
  • **This is a fully remote position***

    Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptional service to our clients. Here’s what you can expect:

    1. Client Education and Support: You’ll be the go-to resource for our clients, helping them navigate our simple sales process. Whether explaining policy options or addressing concerns, your expertise will make a difference.

    2. Sales Skills: Utilize your sales acumen to connect with clients, understand their unique needs, and recommend insurance plans that align with their family’s requirements.

    3. Uncapped Commissions: We believe in rewarding hard work. As a Licensed Representative, you’ll have the opportunity to earn uncapped commissions based on your performance. The sky’s the limit!

    4. Best-in-Class Training: We invest in your success. Access top-notch training programs that equip you with the knowledge and skills needed to excel in your role.

    5. Growth Potential: Our supportive environment fosters growth. Whether you aspire to move up the ladder or specialize in a specific area, we’re committed to helping you achieve your career goals.

    If you’re passionate about making a difference, enjoy working with people, and want to be part of a dynamic team, we invite you to join us as a Licensed Representative. Let’s shape the future together! 

    Responsibilities:

    As a Licensed Representative, you’ll play a pivotal role in our organization. Your day-to-day responsibilities will include:

    1. Needs Analysis and Client Education:

      • Conduct detailed insurance sales needs analysis via phone or Zoom with clients.
      • Educate clients about the differences between term and whole life insurance.
      • Identify matching insurance plans and services that align with clients’ unique situations.
      • Assist clients through the application process.
    2. Sales and Application Completion:

      • Close sales by accurately completing applications.
      • Utilize your sales skills to connect with clients and address their insurance needs.
    3. Collaboration and Support:

      • Work closely with internal support teams, trainers, and customer service representatives.
      • Foster a collaborative environment to ensure seamless client experiences.
    4. Other Duties:

      • Perform any related duties to contribute to the team’s success.

    Our Commitment to You:

    1. Growth Opportunities:

      • Join a company where 2/3 of our Leadership team has been promoted from within.
      • Unlock incredible growth potential as you excel in your role.
    2. Continuous Training:

      • Access top-notch training programs to stay informed and up-to-date with industry trends.
      • Regular one-on-one coaching and mentoring from experienced Brokers to enhance your skills.
    3. Clarity and Collaboration:

      • We value your feedback and actively seek ways to improve as a company.
      • Be part of a transparent and collaborative work environment.

    Qualifications:

    To thrive in this role, you should possess the following core skills and abilities:

    • Must be at least 18 years of age.
    • Successfully pass a background check.
    • Reside in the U.S.

    Apply Now:

    If you identify with the following traits, we encourage you to apply:

    1. Passionate Salesperson:

      • Thrive in a competitive environment.
      • Love being #1 and enjoy friendly competition.
      • Excited about building commissions.
    2. Entrepreneurial Spirit:

      • Passionate about learning and personal growth.
      • Strive to improve day by day.
      • Willing to share knowledge with others.
    3. Enthusiasm Spreader:

      • Motivate both customers and teammates.
      • Contagiously positive attitude.
      • Love making people’s day!

    Ready to shape your future with us? Apply now; let’s make a difference together! 

    **Checkout my website for more information:
    http://primerica.com/e_vthelen**


  • 13 Days Ago

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Patient Services Representative
  • RadNet
  • Signal Hill, CA FULL_TIME
  • Schedule:per diem, variable We invite you to come join the RadNet Radiology team as Patient Service Representative. This position serves as a medical receptionist and is responsible for greeting all i...
  • 1 Day Ago

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Membership Services Representative
  • Associated Students
  • Long Beach, CA OTHER
  • GENERAL STATEMENT Under the general supervision and direction of the Membership Services and Marketing Coordinator, the Membership Services Representative is the front line staff and interacts daily w...
  • 5 Days Ago

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Remote Financial Services Representative
  • Primerica - Carlsbad
  • long beach, CA PART_TIME
  • **This is a fully remote position***Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptio...
  • 11 Days Ago

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Member Services Representative I
  • LA Financial Credit Union
  • Norwalk, CA FULL_TIME
  • Member Service Representative I (MSR I) Reports To: Branch Manager Directly Supervises: None Exemption Status: Non-Exempt Location: Norwalk, CA Position Status: Onsite Why should you work at LA Financ...
  • 26 Days Ago

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Member Services Representative
  • Planet Fitness - SoCal
  • Hawaiian Gardens, CA FULL_TIME
  • Job Summary The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective me...
  • 28 Days Ago

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0 IRA Services Representative, Sr. jobs found in Long Beach, CA area

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Customer Service Rep
  • PONIA AFRICAN MARKET BUTIK LLC
  • Lancaster, CA
  • Job Description Job Description Helping customer find products, Answering phones, stocking, & Inventory.
  • 4/23/2024 12:00:00 AM

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Customer Service Rep
  • Sir Speedy
  • Long Beach, CA
  • Career Posting | Mar 24, 2021 **Customer Service Rep** Summary text for a blog article item here in this space on two or...
  • 4/23/2024 12:00:00 AM

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Customer Service Rep
  • 2301 WB Building
  • Commerce, CA
  • Job Description Job Description We are seeking a Customer Service Rep to Immediately join our team in Commerce, CA Respo...
  • 4/23/2024 12:00:00 AM

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Customer Service Rep
  • Ultimate Staffing
  • Torrance, CA
  • Job Title: Parts Department Customer Service Representative Job Type: Full-time Location: Torrance, CA Start Date: April...
  • 4/22/2024 12:00:00 AM

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Customer Service Rep
  • Arizona Tile, LLC.
  • Los Angeles, CA
  • Job Description Job Description Arizona Tile, the premier importer of natural stone and ceramic tile, in 10 Western stat...
  • 4/22/2024 12:00:00 AM

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Member Service Rep
  • Crunch
  • Tustin, CA
  • Member Service Representative - lively environment, versatile assignments, competitive atmosphere Would you like to work...
  • 4/22/2024 12:00:00 AM

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Customer Service Rep
  • Coastal Community Solutions
  • Glendale, CA
  • Calling All Superheroes! Are you ready to unleash your incredible customer service powers for the greater good? We're on...
  • 4/21/2024 12:00:00 AM

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Customer Service Rep
  • GEODIS Group
  • Compton, CA
  • ** Customer Service Rep** **Job Category****:** Operations **Requisition Number****:** CUSTO17820 Showing 1 location **J...
  • 4/21/2024 12:00:00 AM

Long Beach is a city on the Pacific Coast of the United States, within the Los Angeles metropolitan area of Southern California. As of 2010, its population was 462,257. It is the 39th most populous city in the United States and the 7th most populous in California. Long Beach is the second-largest city in the Los Angeles metropolitan area and the third largest in Southern California behind Los Angeles and San Diego. Long Beach is a charter city. The Port of Long Beach is the second busiest container port in the United States and is among the world's largest shipping ports. The city also maintai...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$52,195 to $60,920
Long Beach, California area prices
were up 3.2% from a year ago

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020