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Position Title: Sales Representative (Annuity)
| Job City: |
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St. Cloud |
| Job State: |
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Minnesota |
| Job Company: |
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Cetera Financial Group |
| Date Job Opened: |
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07/29/10 |
| Employment Type: |
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Full Time |
| Days Hours: |
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| Benefits: |
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Description:
Job Title: Sales Representative (Annuity)
Report to: Centralized Full-Service Supervisor
Position Summary:
Ideal candidate will work directly with individual annuity and insurance clients to service and sell appropriate investment strategies and products, based on client suitability. Explain and sell Fixed annuities, Variable annuities and other insurance products along with general knowledge of a broad range of investment products to both new and existing clients. General servicing includes, servicing a large book of existing insurance products, maintaining existing annuity accounts, opening new accounts, initiating and confirming client orders, researching various news stories, etc. Manage client relationships; utilize other departments, their services and products.
This is a position with a large, pre-existing strong client network. We provide the candidate with leading-edge technology, accessibility and a complete package of products to be offered to the investment community. The continuing professional developments add up to an outstanding career growth opportunity. The financial rewards of this position are limitless. We encourage highly motivated self-starters with a history of fixed and variable annuity, investment and insurance sales success to apply.
Principal Responsibilities:
- Develops and maintains a continually growing client base.
- Identifies client needs and coordinates efforts to service clients.
- Works within company compliance guidelines
- Continues to refine and develop sales skills and product knowledge
- Other duties as assigned.
Knowledge, Skills and Abilities:
- Bachelors degree or equivalent experience
- Securities 6 & 63 and Insurance licenses required
- 3-5 years of Fixed and Variable annuity sales and/or marketing experience
- Strong product knowledge
- Strong problem solving skills
- Excellent verbal and written communication skills
- Strong team player
- Self-Motivator
Additional Information
Does the incumbent in this position have direct accountability for staff supervision/management? No
Does the incumbent in this position have budget accountability? No
Is travel expected to perform this job? If so, what percentage of time will be spent traveling? 10% - 20%
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