Discount Brokerage Sales Representative jobs in Oakland, CA

Discount Brokerage Sales Representative is responsible for the timely buying and selling of securities for clients at discounted commissions. Ensures accuracy of transactions and keeps abreast of market conditions. Being a Discount Brokerage Sales Representative typically does not make investment recommendations unless client holds advised account or other fee-based product. Requires a bachelor's degree in area of specialty or in a related area and may require state licensure. Additionally, Discount Brokerage Sales Representative requires NASD series 7 license. Typically reports to a manager or head of a unit/department. The Discount Brokerage Sales Representative occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Discount Brokerage Sales Representative typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

A
Associate Broker
  • Amwins Insurance Brokerage, LLC
  • Lafayette, CA FULL_TIME
  • AtAmwins, we succeed together — and have a good time doing it.
    We know people don't leave companies. They leave cultures — which is why we work so hard on ours. At Amwins, we thrive oncollaboration, not cutthroat competition. Our teams work together to help each other succeed, and we do right by our clients so they can do right by theirs.
    First and foremost,we investin our employees. That investment shows in everything we do; education and development programs, comprehensive and competitive benefits, and an organizational structure that's43% owned by employee shareholders.
    Ourcommitment to diversity, equity and inclusionhelps cultivate anopen, welcoming workplacethat reflects the communities we serve.You will have the opportunityvolunteerwithin Amwins through a wide range ofcommitteesand in yourcommunitythrough the Amwins Foundation and Summer of Service.
    Working at Amwins meansyou love what you do, how you do it and, ultimately, who you do it with. Whether it's today or 150 years from now, we continue to invest in our culture andyour developmentso opportunities for growth and career advancement are never in short supply.
    At Amwins, we win together — and have a good time doing it.
    Learn more about us atamwins.com.
    We see you inAmwins blue! Join our team in theSan Francisco areaas an Associate Broker!
    This is a full-time, in-office position with a hybrid schedule once training is complete.Noneof our positions are commission based or involve any cold calling.
    Pursuant to California regulation, the salary range for this position is $70,000 to $85,000 based on prior experience, and includes eligibility for performance-based bonuses.
    Requirements:
    We are looking for people with:
    • At least 1-2 years of insurance experience required or a Risk Management and Insurance degree from a four-year accredited university
      • 3-5 years of insurance experience preferred
    • Willingness to learn
    • Ability to work hard in a fast-paced environment
    • Strong interpersonal skills
    Each Associate Broker provides vital team functions:
    • Review submissions information required to issue new or renewal quotes
    • Rate and prepare of new or renewal quotes
    • Review and handle inspection recommendations and discrepancies
    • Monitor various reports for consistency
    • Assist in accounting procedures such as invoicing
    • Data entry into multiple internet based systems
    Snapshot of what Amwins provides to our team members:
    • Compensation includes a salary commensurate with experience
    • Annual bonus eligibility
    • Broad benefits package available
      • Most benefits available first day of employment
      • Medical, Dental, Vision, Life, etc
      • Paternal Leave, Adoption Assistance, Travel Reimbursementfor healthcare, Retail Discount Program, Scholarships for dependents of Amwins employees, etc
    • Generous Paid Time Off and Company Holiday Schedule
    • Collaborative, continuing education focused work environment
    • Career advancement opportunities
    The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • 15 Days Ago

A
Marketing Broker
  • Amwins Insurance Brokerage, LLC
  • Lafayette, CA FULL_TIME
  • AtAmwins, we succeed together — and have a good time doing it. We know people don't leave companies. They leave cultures — which is why we work so hard on ours. At Amwins, we thrive oncollaboration, n...
  • 15 Days Ago

E
Sales Representative
  • Envision Bay Consulting Inc
  • Alameda, CA FULL_TIME
  • Our Sales Representatives know what our customer wants and deliver it -- fast, accurate and with friendly service. We hear and sense customer needs and keep our manager and fellow team members informe...
  • 18 Days Ago

C
Sales Representative
  • Catholic Funeral & Cemetery Services
  • Lafayette, CA FULL_TIME
  • Do you want to use your sales, skills but do something more meaningful? Are you tired of dog-eat-dog environments and sales tricks?Is it time to work more regular hours? In this job…You will focus on ...
  • 20 Days Ago

C
Sales Representative
  • CALIFORNIA MANTEL & FIREPLACE INC
  • Dublin, CA OTHER
  • Job Details Job Location: Dublin - Dublin, CA Salary Range: Undisclosed DescriptionCalifornia Mantel & Fireplace Inc. is a well established manufacturer of fireplace mantels and the largest supplier o...
  • Just Posted

S
Sales Representative
  • Step Stadia
  • Oakland, CA FULL_TIME
  • We are nationally reputed for providing exceptional client services alongside some of the most influential companies in telecommunications. Our outreach and customer acquisition strategies have been d...
  • 5 Days Ago

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0 Discount Brokerage Sales Representative jobs found in Oakland, CA area

K
Sales Representative
  • Kenneth Brown Agency
  • Alameda, CA
  • Job Description Job Description Kenneth Brown Agency is thrilled to introduce an exciting opportunity in the dynamic fie...
  • 4/23/2024 12:00:00 AM

C
Sales Representative
  • CT Harrington Agency
  • Alameda, CA
  • Job Description Job Description The CT Harrington Agency is part of the named fastest growing insurance brokerage provid...
  • 4/23/2024 12:00:00 AM

S
Sales Representative, Residential Repaint
  • Sherwin-Williams
  • San Jose, CA
  • Sales Representatives initiate and manage relationships with customers and serve as the point of contact for the Company...
  • 4/23/2024 12:00:00 AM

C
Sales Representative
  • Catholic Funeral & Cemetery Services
  • Lafayette, CA
  • Job Description Job Description Do you want to use your sales, skills but do something more meaningful? Are you tired of...
  • 4/23/2024 12:00:00 AM

B
Inside Sales Representative
  • Beacon Roofing
  • Hayward, CA
  • Overview: Joining Beacon Building Products as an Inside Sales Representative means becoming part of a values-driven orga...
  • 4/22/2024 12:00:00 AM

U
Outside Sales Representative
  • ULINE
  • Napa, CA
  • Napa, California Outside Sales Representative Pay from $80,000 to $110,000 per year Strong customer relationships built ...
  • 4/21/2024 12:00:00 AM

A
Sales Representative
  • American Income Life Insurance
  • Oakland, CA
  • Join Our Winning Team at Globe Life American Income Want to finally earn what you’re worth? We have a job opportunity fo...
  • 4/19/2024 12:00:00 AM

B
Sales Representative- On Premise
  • Breakthru Beverage Group
  • San Jose, CA
  • Overview: We are experts in the beer, wine and spirits industry looking for individuals who share our passion for custom...
  • 3/20/2024 12:00:00 AM

Oakland is in the eastern region of the San Francisco Bay. In 1991 the City Hall tower was at 37°48′19″N 122°16′21″W / 37.805302°N 122.272539°W / 37.805302; -122.272539 (NAD83). (The building still exists, but like the rest of the Bay Area, it has shifted northwest perhaps 0.6 meters in the last twenty years.) The United States Census Bureau says the city's total area is 78.0 square miles (202 km2), including 55.8 square miles (145 km2) of land and 22.2 square miles (57 km2) (28.48 percent) of water. Oakland's highest point is near Grizzly Peak Blvd, east of Berkeley, just over 1,760 feet (...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Discount Brokerage Sales Representative jobs
$63,870 to $118,844
Oakland, California area prices
were up 4.5% from a year ago

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As much of the business of discount brokerage is done online, companies often offer online internships that the candidates may fill during the course of their studies.
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A discount brokerage sales representative is specifically responsible for the buying and selling of securities in a timely manner and at a discounted commission.
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