IRA Services Representative, Sr. jobs in Clearwater, FL

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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Sr Sales Representative
  • honeywell
  • Clearwater, FL FULL_TIME
  • Our sales approach begins by identifying customer demands before they become challenges. We’re committed to delivering customer success through our comprehensive expertise in software and technology.

    Working from a home office you will manage all aspects of engagements with existing and new customers for our Smart Energy Department. You will build relationships and understand customer business in order to provide appropriate products or solutions. You will define sales and growth strategy toward key customers while aligning with critical sales business objectives. You will identify opportunities and build credibility with customers.  Utilize your product knowledge to deliver the value proposition to the customers

    Key Responsibilities

    ·         Identify Opportunities and manage the sales pipeline.

    ·         Manage and Plan Accounts

    ·         Negotiate and Close

    ·         Articulate and Deliver Value Proposition

    ·         Manage Momentum Through the Sales Cycle

    ·         Establish Rapport with Customers

    ·         Up to 50% travel required within assigned territory

    ·         Must be able to travel for periods up to one week.

    The Honeywell building is a controlled goods program environment. Candidates must be eligible for CGP clearance.

  • 4 Days Ago

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Culinary Assistant
  • Sr Companies Llc
  • Trinity, FL FULL_TIME
  • Summary: Enhances and improves the SRI Management experience specifically in Artful Dining for residents, families, and guests, demonstrates and promotes SRIM's core value of the golden rule, and unde...
  • 17 Days Ago

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Activities Assistant
  • Sr Companies Llc
  • Homosassa, FL FULL_TIME
  • Summary: Responsible and accountable for the organization, planning, development of all programming, and regular activities that are fun and exciting to our residents. These activities will be helpful...
  • 2 Days Ago

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Culinary Assistant
  • SR COMPANIES LLC
  • Trinity, FL OTHER
  • Job Details Job Location: Sunflower Springs at Trinity - Trinity, FL Salary Range: Undisclosed DescriptionSummary: Enhances and improves the SRI Management experience specifically in Artful Dining for...
  • 24 Days Ago

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Weekend Concierge
  • Sr Companies Llc
  • Homosassa, FL FULL_TIME
  • Summary: Enhances and improves the SRIM experience for our residents, families, and visitors, promotes the core value of the Golden Rule, answers the telephone courteously, and executes routine cleric...
  • 1 Month Ago

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Housekeeper
  • Sr Companies Llc
  • Trinity, FL FULL_TIME
  • Summary: Responsible for demonstrating and promoting SRIM's core value of the Golden Rule, treating others (residents, families, and associates) in the same way we would like to be treated, and under ...
  • 1 Month Ago

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0 IRA Services Representative, Sr. jobs found in Clearwater, FL area

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Customer Service Representative
  • TalentBridge
  • Odessa, FL
  • Unlock Your Potential with as a Customer Service Rep Last Mile! Are you ready to embark on a dynamic career journey? We ...
  • 4/26/2024 12:00:00 AM

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Call Center - Customer Service Rep - Remote
  • TEEMA
  • Tampa, FL
  • Job Description Job Description Hiring Remote CSR - Customer Service Representatives for a position. You MUST reside in ...
  • 4/26/2024 12:00:00 AM

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Claims Service Rep - Contact Center
  • Slide
  • Tampa, FL
  • Slide is a cutting-edge Tampa based Technology Enabled Insurance company who is disrupting the industry! To revolutioniz...
  • 4/26/2024 12:00:00 AM

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Customer Service Rep
  • Garyline LLC
  • Spring Hill, FL
  • Job Description Job Description Account Manager (Spring Hill, FL) - Leading manufacturer and supplier to the Promotional...
  • 4/24/2024 12:00:00 AM

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Card Services Representative
  • Tampa Postal Federal Credit Union
  • Tampa, FL
  • Job Description Job Description We are seeking a Card Services Representative to join our organization. You will be a pa...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep - Tampa FL
  • eQHealth Solutions, Inc.
  • Tampa, FL
  • ** Customer Service Rep - Tampa FL** **Job Category****:** Customer Support **Requisition Number****:** CUSTO001558 Show...
  • 4/24/2024 12:00:00 AM

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Service Representative
  • Ebrandon
  • Brandon, FL
  • * Service Representative ** Service Representative** * $0.00 * Brandon **GEM Services** is a locally owned and operated ...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • Community Choice Financial Family of Brands
  • ST. PETERSBURG, FL
  • Overview: As a Customer Service Representative (“CSR”), you will use your love for business, people, and the community c...
  • 4/15/2024 12:00:00 AM

Clearwater is a city located in Pinellas County, Florida, United States, northwest of Tampa and St. Petersburg. To the west of Clearwater lies the Gulf of Mexico and to the southeast lies Tampa Bay. As of the 2010 census, the city had a population of 107,685. Clearwater is the county seat of Pinellas County and is the smallest of the three principal cities in the Tampa-St. Petersburg-Clearwater metropolitan area, most commonly referred to as the Tampa Bay Area. Cleveland Street is one of the city's historic avenues, and the city includes Spectrum Field and Coachman Park. The city is separated ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$44,502 to $51,942
Clearwater, Florida area prices
were up 1.1% 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