Annuities Representative (New Business) jobs in New Mexico
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)
Recently Added Annuities Representative (New Business) jobs
New Business Developer
- US0066 Sysco New Mexico (Division of USA I)
-
Mexico, NM
FULL_TIME
- Company: US0066 Sysco New Mexico (Division of USA I) Sales Territory: US-NM-Albuquerque Zip Code: 87107 Travel Percentage: Up to 25% COMPENSATION INFORMATION: The pay range provided is not indicative of Sysco’s actual pay range but is merely algorithmic and provided for generalized comparison. Factors that may be used to determine rate of pay include specific skills, work location, work experience and other individualized factors JOB SUMMARY This is a professional sales position responsible for the improvement of Sysco’s market position and achieving financial growth by executing long-term strategic goals, prioritizing the use of advanced analytics and other forms of lead generation while leveraging Sysco’s Salesforce platform, and negotiating contracts to secure new business. By utilizing a team-selling approach, the New Business Developer will engage a cross-functional team to create a comprehensive strategy that meets the prospect’s needs. Leveraging these resources, the New Business Developer fosters relationships with prospects and transitions these accounts to the sales force during onboarding. RESPONSIBILITIES As noted in Sysco’s Leadership Framework; On-target performance includes exhibiting the following framework components; Core Qualities, Shaping the Future, and Delivering Business Results. The primary responsibility of this role is to deliver the agreed upon new business plan in alignment with the region’s financial goals Works with the regional sales leaders on the development of a comprehensive business development strategy Leverages advanced analytics insights to prioritize opportunities and develop business development strategy New Business Developer will also be responsible to prioritize intel opportunities being recommended by other sales team members (processed through Sysco Salesforce platform with leadership approval) Accountable to build creative and effective sales plan to capitalize on multi-segment opportunities identified by advanced analytics By leveraging the expertise and skills of a cross-functional sales team, the New Business Developer will have the ability to quickly address prospects’ unique concerns, build trust, and shorten sales cycles By working with the collective sales team, the NBD will coordinate proposal process for local contracts that speaks to the client’s needs, concerns and objectives Collaborates with sales team to expand business development efforts, including assisting other sales team members secure key accounts in efforts to achieve annual profit plan Reviews weekly, monthly and quarterly sales objectives and results for target accounts and prepare action plans where improvement is needed New Business Developer will be provided continuous training/education opportunities on key areas/skillsets (basic MA-training, business development certifications, and executive business development training) Gathers information on emerging market and foodservice industry trends to understand the competitive landscape and top position Sysco for increased effectiveness in securing new business Stays current with development in the field through participation in seminars, workshops and reading publications Develops strong working relationships with brokers, distributors, and foodservice industry peers. This associate is expected to be an active member of the foodservice community Learns quickly when facing new challenges; thrives on fast-paced learning environment Adapts well to change and views new experiences as growth opportunities Seeks out opportunities to improve by applying feedback from others Ensures that data and activity on prospect accounts is accurately entered and managed within Sysco Salesforce platform Identifies opportunities for promotions, additional services, and distribution avenues that will lead to an increase in sales Presents to and consults with senior level management on trends in the foodservice industry Attends sales meetings, food shows, customer events etc. and provide feedback Stays current with Sysco’s value-added offerings and technology solutions, including but not limited to customer-facing reporting tool QUALIFICATIONS Education/Experience Minimum: High School diploma or GED, and 3 years’ relevant sales experience in a business-to-business professional sales environment, and 2 or more years’ with a proven track record of new business development. Preferred: Bachelor’s degree in a related field or equivalent educational level. Knowledge Skills Solid analytical problem-solving skills, including familiarity with analyzing reports and deriving insights from data Ability to express information in terms of profit and loss, food cost and expense ratio Strong financial accumen and ability to properly plan and execute business plans Flexible; readily accepts change; open to new ideas Strong interpersonal skills and ability to work with and influence a variety of key stakeholders Strong communication skills; ability to effectively communicate with internal and external teams Ability to understand and manage compliance to contracts Ability to learn the use of proprietary CRM tools for planning and forecasting sales growth Demonstrated ability to deliver against deadlines and produce high-quality results (accuracy, thoroughness in the deliverables they are producing) Proficient in Microsoft Applications Suite (Word, Excel, Powerpoint, Outlook) Excellent organizational and project management skills, including the ability to execute multiple initiatives at the same time Business and restaurant operations acumen to manage sophisticated customers Demonstrated experience with building trust with a prospective customer and securing new business Demonstrated skills in the area of consultative selling, networking and negotiations Proactive, self-directed, with the ability to structure a weekly schedule to be successful Understanding of marketing principles, product lines, ordering procedures and Sysco’s credit terms The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. #LI-JJ1 BENEFITS INFORMATION: For information on Sysco’s Benefits, please visit https://SyscoBenefits.com OVERVIEW: Sysco is the global leader in foodservice distribution. With over 71,000 colleagues and a fleet of over 13,000 vehicles, Sysco operates approximately 333 distribution facilities worldwide and serves more than 700,000 customer locations. We offer our colleagues the opportunity to grow personally and professionally, to contribute to the success of a dynamic organization, and to serve others in a manner that exceeds their expectations. We’re looking for talented, hard-working individuals to join our team. Come grow with us and let us show you why Sysco is at the heart of food and service. AFFIRMATIVE ACTION STATEMENT: Applicants must be currently authorized to work in the United States. We are proud to be an Equal Opportunity and Affirmative Action employer, and consider qualified applicants without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factor under federal, state or local law. This opportunity is available through Sysco Corporation, its subsidiaries and affiliates. Sysco is the global leader in selling, marketing and distributing food products to restaurants, healthcare and educational facilities, lodging establishments and other customers who prepare meals away from home. Its family of products also includes equipment and supplies for the foodservice and hospitality industries. With more than 71,000 colleagues, the company operates 333 distribution facilities worldwide and serves approximately 700,000 customer locations. For fiscal year 2022 that ended July 2, 2022, the company generated sales of more than $68 billion. Information about our Sustainability program, including Sysco’s 2022 Sustainability Report and 2022 Diversity, Equity & Inclusion Report, can be found at www.sysco.com.
- 13 Days Ago
Bilingual Team Member/Customer Service
- New Mexico Family & Business Insurance
-
Albuquerque, NM
FULL_TIME
- Job Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a Customer Service Representative, you will be responsible for p...
- 6 Days Ago
New Business Developer
- Sysco
-
Albuquerque, NM
FULL_TIME
- Company: US0066 Sysco New Mexico (Division of USA I)Zip Code:87107Minimum Level of Education:High School or EquivalentMinimum Years of Experience:2 YearsEmployment Type:Full TimeTravel Percentage: Up ...
- 1 Day Ago
Client Service Representative I/Floater
- United Business Bank Career Opportunities
-
Los Lunas, NM
OTHER
- Job Details Level: Entry Job Location: Los Lunas 18 - Los Lunas, NM Position Type: Full Time Salary Range: Undisclosed DescriptionJoin a winning team at United Business Bank and enjoy a friendly and c...
- 9 Days Ago
Business Operations Specialist
- New Mexico State University
-
Las Cruces, NM
FULL_TIME
- 499582 Las Cruces, New Mexico, United States Staff Staff Full-time Closing at: Apr 3 2024 at 23:55 MDT Position Title: Business Operations Specialist Employee Classification: Business Operations Speci...
- 8 Days Ago
Adjunct Faculty - College of Business
- Eastern New Mexico University
-
Portales, NM
FULL_TIME
- Position Overview This is a perpetual vacancy announcement that is filled based on need only. All applications are kept on file for when a need arises. Only when a need arises will applicants be conta...
- 11 Days Ago
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- 500 Republic Inc
-
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- Job Description Job Description Customer-Facing Client Representative New customers are vital to a company’s success. At...
- 4/16/2024 12:00:00 AM
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- tapseries.io
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- **Customer Support Representive** ** TAP Series () Westlake Village, CA 91362** **** TAP Series is located in Westlake V...
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- OrthoCarolina
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- At OrthoCarolina, our team is our greatest asset and the foundation of our success; we share a common passion for making...
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- Community Tax LLC
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Customer Service Representive (Bilingual)
- Visa
-
Miami, FL
- **Customer Service Representive (Bilingual)** Client Services & Support Full-time Date: Job Number: REF39347C **Company ...
- 4/14/2024 12:00:00 AM
About New Mexico
New Mexico (Spanish: Nuevo México Spanish pronunciation: [ˈnweβo ˈmexiko] (listen), Navajo: Yootó Hahoodzo pronounced [jòːtxó xɑ̀xʷòːtsò]) is a state in the Southwestern region of the United States of America; its capital and cultural center is Santa Fe, which was founded in 1610 as capital of Nuevo México (itself established as a province of New Spain in 1598), while its largest city is Albuquerque with its accompanying metropolitan area. It is one of the Mountain States and shares the Four Corners region with Utah, Colorado, and Arizona; its other neighboring states are Oklahoma to the north...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$41,187 to $50,964