Annuities Representative (New Business) jobs in Lima, OH

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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New Business Sales Representative
  • Rumpke
  • Lima, OH FULL_TIME
  • New Business Sales Representatives are responsible to prospect and generate new commercial business. This position requires cold calling on commercial accounts in the field to generate new contracted permanent commercial sales.  

     

    Responsibilities of Position:

    • Identifies leads, manages prospects and acquires new business.
    • Develops and maintains a thorough knowledge of Rumpke’s services and pricing structure.
    • Determines customer needs and propose appropriate service needs.
    • Meets or exceeds the new business sales goals.
    • Conducts cold call and prospecting activities that result in scheduled first appointments and follow up appointments with decision makers.
    • Prepares and delivers sales proposals/presentations to key decision makers that result in closing the sale.
    • Proposes customer solutions that are compliant with appropriate local, state and federal regulations.
    • Utilizes the company’s Growth Management System (GMS Board) on a daily basis, scheduling and documenting activities, and developing prospective customer profiles.
    • Performs data entry to populate electronic sales orders via the Sales Management System (SMS).
    • Secures customer signatures on required Customer Service Agreements (unaltered).
    • Submits and reviews for accuracy reports and other paperwork in a timely manner and in accordance with Company policy.
    • Develops and maintains an awareness of market behavior and competitive trends and respond accordingly.
    • Attends meetings regularly with Sales Supervisor to review weekly sales activities, progress on goals, and status of prospective customers.
    • Other duties as assigned.

     

    Skills & Abilities Needed for Position: 

    • Possess strong presentation, negotiation, and closing skills.
    • Must be self-motivated and able to work independently to meet or exceed goals.
    • Must present and communicate in a professional manner.
    • Excellent verbal and written communication skills.
    • Must be organized with good time management skills.
    • Possess proven analytical/problem-solving solutions for the customer and the company. 
    • Computer proficiency in Windows and Microsoft applications.
    • Must have reliable transportation.

     

    Additional Working Conditions/Aspects:

    • Possible exposure to high traffic conditions and/or tight driving areas.
    • Ability to travel between offices, as required.
    • Ability to work flexible hours; overtime, weekends, and/or holidays.
    • Ability to work overtime, weekends and/or holidays.
    • Legally eligible to work in the United States.
    • Valid driver’s license (if applicable).
    • Must successfully complete pre-employment testing.
    • Must be able to read and speak the English language.

     

    This job description is intended to describe the general nature, complexity, and level of work to be performed by employees assigned to this position and is not to be construed as an exhaustive list of responsibilities, duties and/or skills required. It does not prescribe or restrict the work that may be assigned. Furthermore, this does not establish a contract for employment and is subject to change at the discretion of the company.

    Rumpke Waste and Recycling is committed to equality in all aspects of employment. It is Rumpke’s policy to provide equal opportunities to all employees and potential employees without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, protected veteran status or disability status.

     

  • 2 Days Ago

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New Business Sales Representative
  • Rumpke of Ohio, Inc.
  • Lima, OH FULL_TIME
  • DescriptionNew Business Sales Representatives are responsible to prospect and generate new commercial business. This position requires cold calling on commercial accounts in the field to generate new ...
  • 2 Months Ago

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Project Manager New Business
  • NiSource
  • Findlay, OH FULL_TIME
  • Description Job Title: Project Manager, New Business Job Code: 106105 Date Description Created: 10/12/2023 Job Summary The Project Manager of New Business manages commercial, industrial, builder/devel...
  • 1 Month Ago

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Outside Sales Representative
  • National Federation of Independent Business (NFIB)
  • Van, OH FULL_TIME
  • OverviewDo you have a passion for making a difference for small business in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe ...
  • 12 Days Ago

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Sales Representative in New Hampshire
  • Electronic Merchant Systems
  • Hampshire, OH FULL_TIME
  • Sales Account Representative in New Hampshire Are you ready to start a new career? Want to put your savvy sales skills to the test? Do you want to work with a company that will truly value your sellin...
  • 14 Days Ago

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Business Development Representative
  • UniTrust Financial Group
  • Findlay, OH FULL_TIME
  • Business Development Representative Location: Remote (Virtual/Work From Home) Hours: Flexible; Full-Time Only Are you seeking a rewarding career in the financial services industry? Do you have a passi...
  • Just Posted

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0 Annuities Representative (New Business) jobs found in Lima, OH area

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Customer Service Representative
  • Mr. Appliance W Central Ohio
  • Lima, OH
  • Mr. Appliance of West Central Ohio, Inc. is looking to hire a Customer Service Representative. This job is located in Li...
  • 5/25/2024 12:00:00 AM

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Customer Service Representative / Dispatcher
  • Mr. Appliance W Central Ohio
  • Lima, OH
  • FT, Mon - Fri, 8-5 pm, $16 hour, PTO, Paid Holidays, Paid Vacation, Medical, Dental, 401K Matching, We are actively inte...
  • 5/25/2024 12:00:00 AM

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Financial Representative
  • The Western and Southern Life Insurance Company
  • Lima, OH
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 5/24/2024 12:00:00 AM

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Sales Representative
  • Clearwater Systems, Inc.
  • Lima, OH
  • **Sales Representative** **Department:** Sales **Location:** Lima, OH **Customer Impact:** The Sales Representative prov...
  • 5/24/2024 12:00:00 AM

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Business Development Representative II
  • TruGreen Limited Partnership
  • Lima, OH
  • 100719 2083 North Dixie Highway, Lima, Ohio 45801 TruGreen accepts applications on an ongoing basis. Job Description Tru...
  • 5/24/2024 12:00:00 AM

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Financial Representative
  • The Western and Southern Life Insurance Company
  • Van Wert, OH
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 5/21/2024 12:00:00 AM

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Financial Representative
  • The Western and Southern Life Insurance Company
  • Celina, OH
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 5/21/2024 12:00:00 AM

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Financial Representative
  • The Western and Southern Life Insurance Company
  • Findlay, OH
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 5/21/2024 12:00:00 AM

Lima (/ˈlaɪmə/ LY-mə) is a city in and the county seat of Allen County, Ohio, United States. The municipality is located in northwestern Ohio along Interstate 75 approximately 72 miles (116 km) north of Dayton and 78 miles (126 km) south-southwest of Toledo. As of the 2010 census, the city had a population of 38,771. It is the principal city of and is included in the Lima, Ohio metropolitan statistical area, which is included in the Lima–Van Wert–Wapakoneta, OH, combined statistical area. Lima was founded in 1831. The Lima Army Tank Plant, built in 1941, is the sole producer of the M1 Abrams....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$42,130 to $52,133
Lima, Ohio area prices
were up 1.3% from a year ago