IRA Services Representative, Sr. jobs in Norwalk, 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**


  • 8 Days 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...
  • Just Posted

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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...
  • 6 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 Month 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...
  • 21 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...
  • 23 Days Ago

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

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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...
  • 4/17/2024 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...
  • 4/17/2024 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...
  • 4/17/2024 12:00:00 AM

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Customer Service Rep.
  • Saddle Creek Corporation
  • Buena Park, CA
  • The Customer Service Representative (CSR) is responsible for providing customers with high quality, professional custome...
  • 4/16/2024 12:00:00 AM

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Customer Service Rep
  • GEODIS Group
  • Fontana, CA
  • ** Customer Service Rep** **Job Category****:** Operations **Requisition Number****:** CUSTO17509 Showing 1 location **J...
  • 4/16/2024 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...
  • 4/16/2024 12:00:00 AM

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Customer Service Rep
  • L Ku Insurance Agency Llc
  • Irvine, CA
  • Job Description Job Description Well-known Insurance agency looking for caring individuals to work with clients and sale...
  • 4/16/2024 12:00:00 AM

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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.
  • 4/13/2024 12:00:00 AM

Norwalk is a suburban city in Los Angeles County, California, United States. The population is estimated to be 107,096 as of 2014. It is the 58th most densely-populated city in California. Founded in the late 19th century, Norwalk was incorporated as a city in 1957. It is located 17 miles (27 km) southeast of downtown Los Angeles and is part of the Greater Los Angeles area. Norwalk is a member of the Gateway Cities Council of Governments. Norwalk's sister cities are Morelia, Michoacán, and Hermosillo, Sonora, in Mexico. Norwalk is located at 33°54′25″N 118°5′0″W / 33.90694°N 118.08333°W / 3...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$52,242 to $60,976
Norwalk, 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