Annuities Representative (New Business) jobs in Montana

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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Sales representative
  • Summit Business Group
  • Billings, MT FULL_TIME
  • Company :

    Summit Business Group

    Position :

    Direct Sales Representative

    Number Of Openings : 1 Territory Sales

    1 Territory Sales

    About Us :

    Summit Business Group is a rapidly growing insurance agency committed to providing outstanding supplemental benefits plans to small and medium-sized businesses and their employees.

    With a focus on excellence and leadership, we are seeking an enthusiastic Direct Sales Representative to join our dynamic and competitive team.

    The Day To Day Role :

    As a Direct Sales Representative at Summit Business Group, you will have the freedom to plan your own work schedule and set your working hours each week.

    Cold calling business to business.

    Unlike traditional office-based roles, you will spend the majority of your day out in the field, cold calling using our Custom Salesforce CRM, building rapport with potential clients, and delivering compelling product presentations.

    You will be expected to close sales during your initial meetings or schedule follow-up appointments for closure.

    As part of your role at Summit Insurance, you will be responsible for maintaining strong client relationships through prompt and effective communication.

    This includes responding to client calls, texts, and emails, addressing their inquiries, and providing guidance throughout the claims process, ensuring a seamless and supportive experience during their time of need.

    Beyond being a reliable resource for client inquiries, you will also proactively check in with your clients, demonstrating genuine care for their well-being, and actively seeking opportunities to enhance their insurance coverage with additional lines of protection that align with their individual needs.

    Your dedication to exceptional customer service and your ability to identify opportunities for tailored insurance solutions will be key in providing our clients with the comprehensive protection they deserve.

    Qualifications :

    Proven work experience in sales or similar customer facing role

    Experience in an outside sales position is a plus

    Door to door sales or business to business experience preferred

    Ability to manage the full training cycle, including in-person activities and web-based learning

    Hands-on experience with e-learning platforms

    Excellent organizational, communication, and presentation skills

    Compensation and Benefits :

    Comprehensive training, including virtual classroom and hands-on sales training in your assigned territory

    Weekly draw pay, short sales cycle with commissions paying out typically within a week, bonus eligibility on day 1.

    Major medical benefits available after the first 90 days

    Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions

    Advancement and promotions based on individual performance

    Ongoing professional development, advanced sales training, and leadership training

    Increased schedule flexibility once you have an established book of business

    Collaborate with like-minded, driven individuals in a family-like culture

    Additional Position Qualifications :

    Health & Life general lines license or willingness to obtain within 90 days of job offer (Summit provides a study course and also offers licensing reimbursement for the fees the state charges)

    Bachelor's degree or a minimum of 4 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 4 years of professional work experience who have relevant or specialized outside sales experience.

    Valid Driver's License

    Ability to pass a background check.

    Embark on a New Journey :

    If you're ready to break free from the ordinary and step into a role where your unique spirit leads to success, we invite you to apply and join the Summit Business Group.

    We are redefining insurance sales, and we're dedicated to equal opportunity employment and fostering a diverse workplace.

    We look forward to speaking with you!

    www.yoursummitinsurance.com

    Find out more about a career with us by visiting our website at www.altitudecrew.com . We look forward to speaking with you soon!

    Last updated : 2024-06-10

  • Just Posted

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Sales representative
  • Summit Business Group
  • Great Falls, MT FULL_TIME
  • Company : Summit Business Group Position : Direct Sales Representative Number Of Openings : 1 Territory Sales 1 Territory Sales About Us : Summit Business Group is a rapidly growing insurance agency c...
  • 18 Days Ago

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Entry level sales representative
  • Summit Business Group
  • Great Falls, MT FULL_TIME
  • Summit is on the lookout for an individual to join our team in an Entry Level Direct Sales position. This role is tailored for someone who has at least 5 years of previous full-time work experience in...
  • 3 Days Ago

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Sales Support Representative
  • myGwork - LGBTQ+ Business Community
  • Billings, MT FULL_TIME
  • This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ business community. Job PostingFerguson is North America's leading value-added distributor across residential...
  • 3 Days Ago

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Entry level sales representative
  • Summit Business Group
  • Billings, MT FULL_TIME
  • Summit is on the lookout for an individual to join our team in an Entry Level Direct Sales position. This role is tailored for someone who has at least 5 years of previous full-time work experience in...
  • 1 Day Ago

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Entry level sales representative
  • Summit Business Group
  • Missoula, MT FULL_TIME
  • Summit is on the lookout for an individual to join our team in an Entry Level Direct Sales position. This role is tailored for someone who has at least 5 years of previous full-time work experience in...
  • 18 Days Ago

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Tenant Representation Broker
  • Pope Corporation
  • Houston, TX
  • Commercial Real Estate Broker - Tenant Representation - Business Development (National Accounts) Company: Pope Corporati...
  • 6/11/2024 12:00:00 AM

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Client Service Representation- Deer Valley
  • Banfield Pet Hospital
  • Phoenix, AZ
  • Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") ...
  • 6/11/2024 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...
  • 6/10/2024 12:00:00 AM

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Customer Care Representive
  • Kelly Services, Inc.
  • Winchester, VA
  • Kelly Now Hiring for a Premier Company in Winchester Customer Service Representatives Handle customer inbound/outbound c...
  • 6/10/2024 12:00:00 AM

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Customer Care Representive
  • Kelly
  • Stephenson, VA
  • Kelly Now Hiring for a Premier Company in Winchester Customer Service Representatives Handle customer inbound/outbound c...
  • 6/10/2024 12:00:00 AM

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Customer Service Representive
  • City of Arlington, TX
  • Customer Service Representive Location Planning and Development Services Work Status Full Time THIS POSITION WILL BE OPE...
  • 6/8/2024 12:00:00 AM

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$20/hr. Customer Service Representive - Onsite
  • RemX
  • Irving, TX
  • Job Description Job Description ***NOW HIRING*** Onsite Customer Service Representatives in Irving, TX. End of March Sta...
  • 6/7/2024 12:00:00 AM

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Inside Sales Representive
  • Roofers Supply - Ogden
  • Ogden, UT
  • An Inside Sales Representative will assist our walk-in customers directly, coordinate closely with our outside sales for...
  • 5/7/2024 12:00:00 AM

Montana (/mɒnˈtænə/ (listen)) is a landlocked state in the Northwestern United States. Montana has several nicknames, although none are official, including "Big Sky Country" and "The Treasure State", and slogans that include "Land of the Shining Mountains" and more recently "The Last Best Place". Montana is the 4th largest in area, the 8th least populous, and the 3rd least densely populated of the 50 U.S. states. The western half of Montana contains numerous mountain ranges. Smaller island ranges are found throughout the state. In all, 77 named ranges are part of the Rocky Mountains. The easte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$41,906 to $51,861