Financial Retail Sales Assistant - Non-Registered jobs in Lincoln, NE

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)

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Customer Connections Representative - REMOTE (Non-Lincoln)
  • Security Financial
  • Lincoln, NE FULL_TIME
  • Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.
     
    Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers


    ESSENTIAL FUNCTIONS

    50%   Provides a high level of personalized service to achieve and exceed standards including building and maintaining sustainable relationships with our customers, which includes:

    • Being available and engaged during assigned work hours to ensure the highest level of customer satisfaction;
    • Meeting and exceeding established qualitative standards;
    • Identifying customers’ needs, clarifying information, researching every issue and provide solutions, status and/or alternatives;
    • Working with difficult customers to resolve issues; and
    • Maintaining a high level of engagement, positive attitude, and professional appearance always.

     

    40%   Manages large volumes of telephone, e-mail and fax inquiries and requests from customers, which includes:

    • Meeting and exceeding established individual and department quantitative standards;
    • Providing comprehensive records on all interactions as information is received;
    • Taking advantage of upselling opportunities whenever they arise;
    • Understanding policy coverages; and
    • Having a strong knowledge of company products, processes, and procedures.

     

    10%   Performs other responsibilities as assigned, which includes:

    • Assisting as needed within the customer connections department;
    • Assisting with process improvement planning and implementation;
    • Assisting with and participating in team functions and events for the customer connections department; and
    • Assisting in special projects and other related duties as requested and serving as a member of various committees and implementation teams.

    The list of essential functions is not exhaustive and may be substituted as necessary.
     

    EXPERIENCE AND SKILL REQUIREMENTS

    • Four to six years of customer support experience.
    • Strong verbal and written communication skills.
    • Strong listening skills.
    • Familiarity with ACD telephone systems and practices preferred. 
    • Customer focus and adaptability to different personality types.
    • Ability to set and manipulate priorities and manage time effectively.
    • Word processing and spreadsheet software proficiency required.
    • Talent required in values, work intensity, achiever, positivity, resourcefulness, command, persuasion, relationship-extension, and exactness.

    EDUCATION AND CERTIFICATION REQUIREMENTS

    • Associate degree in business or related field or equivalent.

    PHYSICAL AND WORK SCHEDULE REQUIREMENTS

    • Required locations for this position are states within the Central Time Zone.
    • Associate will provide an effective and quiet work environment, free of distractions and without view of company data accessible by others.
    • Associate will maintain stable, high speed Internet access.
    • May require work over 40 hours a week in order to complete functions of position.
    • Ability to maintain acceptable attendance according to the company attendance policy and following daily work schedule for appropriate coverage.
    • Ability to work at a computer up to eight hours a day.

     

    Sign-on bonus guaranteed and training bonus program in place.

  • 21 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Lincoln, NE PART_TIME
  • As a Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and have our...
  • 13 Days Ago

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SAS in Walmart - Retail Sales Specialist - Temporary
  • SAS Retail
  • Grand Island, NE TEMPORARY
  • Why us? SAS Retail Services is part of the largest retail services company in the US, working with major consumer brands in Walmart stores in your area. We display it, we move it, and we track it! Sta...
  • 1 Month Ago

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Merchandiser Retail Sales
  • Premium Retail Services
  • KEARNEY, NE FULL_TIME
  • OverviewThe Retail Merchandiser provides retail sales merchandising coverage and coverage of retail special projects for an assigned retail territory. They are responsible for representing ACOSTA and ...
  • 20 Days Ago

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Retail sales specialist
  • SAS Retail Services
  • Grand Island, NE FULL_TIME
  • Why us? SAS Retail Services is part of the largest retail services company in the US, working with major consumer brands in Walmart stores in your area. We display it, we move it, and we track it! Sta...
  • Just Posted

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Wireless Retail Sales Associate
  • OSL Retail Services Inc
  • York, NE FULL_TIME
  • Overview:Mobile Expert Job DescriptionOpportunity Awaits Calling all tech-savvy go-getters looking for a Sales Role where the commission is uncapped.Seize the opportunity to crush your earning potenti...
  • 26 Days Ago

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0 Financial Retail Sales Assistant - Non-Registered jobs found in Lincoln, NE area

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Sales Representative
  • American Income Life Insurance
  • Lincoln, NE
  • Join Our Winning Team at Globe Life American Income Want to finally earn what you’re worth? We have a job opportunity fo...
  • 4/24/2024 12:00:00 AM

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MOTORCYCLE SALES CONSULTANT
  • Hhautomotive
  • Lincoln, NE
  • ** MOTORCYCLE SALES CONSULTANT** **Job Category****:** SALES **Requisition Number****:** MOTOR003920 Showing 1 location ...
  • 4/24/2024 12:00:00 AM

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Outside Sales Representative
  • Ivystone Group LLC
  • Lincoln, NE
  • Ivystone Group is hiring a sales representative based in or around Lincoln. We are looking for sales driven individuals ...
  • 4/23/2024 12:00:00 AM

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Sales Representative
  • Rogers Agency
  • Lincoln, NE
  • Job Description Job Description Do you have the desire to become a part of something to help your community and communit...
  • 4/23/2024 12:00:00 AM

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Dir Enterprise Sales Sr
  • Canon Usa & Affiliates
  • Lincoln, NE
  • The Senior Director Enterprise Sales exists to develop and facilitate partnership relationships that are strategically r...
  • 4/23/2024 12:00:00 AM

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Sales Representative
  • American Fidelity Sales Careers
  • Lincoln, NE
  • American Fidelity Assurance is now looking for an Account Manager in your area. Our salaried, career Account Managers ar...
  • 4/22/2024 12:00:00 AM

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Sales Consultant
  • Automated Systems Inc.
  • Lincoln, NE
  • **Sales Consultant** * Sales Consultant ***$2,500 SIGNING BONUS*** **Summary:** The Sales Coordinator will be responsibl...
  • 4/22/2024 12:00:00 AM

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Sales VP’s, National Account Manager, and / or Regional Sales Managers
  • GHA Technologies, Inc
  • Lincoln, NE
  • Financial Highlights – Enjoy an Immediate Pay Raise! $2,500 First Week Training Pay for the first five training days. $5...
  • 4/21/2024 12:00:00 AM

Lincoln is the capital of the U.S. state of Nebraska and the county seat of Lancaster County. The city covers 94.267 square miles (244.150 km2) with a population of 284,736 in 2017. It is the second-most populous city in Nebraska and the 71st-largest in the United States. The city is the economic and cultural anchor of a substantially larger metropolitan area in the southeastern part of the state called the Lincoln Metropolitan and Lincoln-Beatrice Combined Statistical Areas. The statistical area is home to 353,120 people, making it the 106th-largest combined statistical area in the United ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Non-Registered jobs
$39,311 to $50,043
Lincoln, Nebraska area prices
were up 0.8% from a year ago

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This data is intended to be an estimate, not prescriptive financial or tax advice.
December 20, 2019
Financial Retail Sales Assistant - Non-Registered in Pascagoula, MS
Financial retail sales assistant – non-registered job description includes administrative support roles to registered representatives.
December 16, 2019
Financial Retail Sales Assistant - Non-Registered in Middlesex, NJ
Non-registered sales assistants are commonly seen selling products in physical stores.
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