Financial Retail Sales Assistant - Non-Registered provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer basic product questions, make changes to accounts, and open new accounts. Being a Financial Retail Sales Assistant - Non-Registered coordinates but does not execute orders. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Additionally, Financial Retail Sales Assistant - Non-Registered tracks referrals, schedules sales appointments, and fulfills requests for information. Has a basic knowledge and understanding of the firm's product offerings. Typically requires an associate degree. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Non-Registered works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Retail Sales Assistant - Non-Registered typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Spieldenner Financial Group is a financial services company serving mid-market families that work hard to provide a life and lifestyle worth protecting from the everyday worries of life.
We help them by putting a shield of protection between their families and the financial losses that occur when unexpected downturns in the economy, critical illness, disability, or death make an unwelcome entry into their lives.
That’s where we come in. Armed with a full suite of simple, easy to understand programs we are able to : Identify and meet their needs with a simple, proven process Help them to protect their families in comprehensive, budget conscious ways Give them clarity and peace of mind, and Build client for life relationships that are exceptionally valuable for them and very profitable for our top tier Enrollment Specialists We are currently hiring both Entry Level and Licensed Insurance Enrollment Specialists to help the families who have requested our assistance.
We offer industry leading compensation, support and advancement opportunities to attract, retain, and develop quality people into highly trained specialists that are growing with our company for the long term.
Do you qualify : Are you coachable? Are you a hard worker who is eager to learn how to be a high value pro? Are you willing to grow and challenge yourself personally and professionally to be able to add value and make a great income for your work?
Are you self-disciplined, so you can get the most out of a flexible schedule? Are you ready? We put the future back in your hands by empowering you to get the most out of your career.
You will learn how to give the most to it, while keeping your family life central. If you answered yes to all these questions and are ready to get trained, get paid, and most importantly GET FREE, apply now to schedule an interview with one of our Regional Sales Managers within 24-48 hours.
Equal opportunity, not equal outcome. No agent’s success, earnings, or production results should be viewed as typical, average, or expected.
Last updated : 2024-03-30
0 Financial Retail Sales Assistant - Non-Registered jobs found in Altus, OK area