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)
**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:
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.
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.
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!
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.
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:
Needs Analysis and Client Education:
Sales and Application Completion:
Collaboration and Support:
Other Duties:
Growth Opportunities:
Continuous Training:
Clarity and Collaboration:
To thrive in this role, you should possess the following core skills and abilities:
If you identify with the following traits, we encourage you to apply:
Passionate Salesperson:
Entrepreneurial Spirit:
Enthusiasm Spreader:
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**
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