Financial Retail Sales Assistant - Non-Registered jobs in New York, NY

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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Financial Sales Representative
  • Strategic Financial Solutions
  • New York, NY OTHER
  • Overview

    Join an industry that directly benefits from the market we are in! Timing is everything. Does a job in an industry that is BOOMING get you excited?

     

    How about a role requiring hard work but has unlimited earning potential?   

     

    If the answers to these questions were “YES!” then you may have just found the right role.

     

    Strategic is looking for Financial Consultants to join our family of highly motivated, fun-loving individuals who care for one another and for our clients, and want to make as much money as possible.  

     

    As a Financial Consultant, you will listen and engage with our clients with an empathetic ear and consult with them in their quest for financial freedom. If you're looking to jumpstart or develop your career in sales in a fun, rapidly growing environment, we want to hear from you. Sound perfect? We think so!$100K Earning Potential 1st Year!! $55K Base Commissions!!

    Responsibilities

    • ZERO cold calling! Receive and work warm leads from interested and responsive clients
    • Maintain your pipeline and self-schedule to maximize consulting opportunities
    • Meet specified daily metrics and monthly targets
    • Empathize with clients to understand their financial situation and identify the option that is most appropriate for them and their families
    • MUST be within a commutable distance to 711 3rd Avenue, NYC
    • Hybrid Schedule: Monday to Friday 10am-7pm
      • Tuesday-Thursday (in-office)
      • Monday & Friday (work from home)

    Qualifications

    • Experience using CRM platforms and the ability to navigate between several systems simultaneously
    • A hunger for success, positive attitude and desire to learn
    • Strong active listening skills with a focused empathetic and consultative ear
    • Ability to work in a fast-paced environment
    • Sales experience is a plus
    • Willing to work evenings (maximizes your earning potential)
    • Bachelors or Associates Degree

     

    Employee Benefits:

    • Health, Vision, and Dental Insurance with company contribution
    • Paid Time Off, Volunteer Days, and Six Paid Holidays
    • 401(k) with company match
    • Employee Stock Ownership Program (ESOP)
    • Life Insurance
    • Short/Long Term Disability
    • Commuter Benefits
    • Gym benefits

     

    The Fun Stuff:

    • Ultra-Competitive pay structure: $55,000 plus commissions
    • Paid Training
    • Heavy emphasis on training and development through introductory and ongoing sales training as well as industry/professional training programs
    • Daily, weekly, and monthly team and individual contests and spiffs
    • Participation in Strategic Dreams program which makes several employee’s dreams come true each quarter
    • In Office and Off-Site Social Events

    A Little About Strategic:Strategic Financial Solutions is an award-winning financial services firm dedicated to helping people live a financially healthy life through the products and services we offer.

     

    We were recently named as one of the Best Companies to Work for in New York State for the 7th time. Additional honors include being named, two times, as one of the 50 fastest growing companies in New York City and to the prestigious Inc. 500 list as one of the 500 fastest growing companies in the United States. Strategic has offices in Manhattan and Buffalo, to house our rapidly growing family of over 800 associates. We are proud to be a 100% employee-owned company.  With a common goal in mind, our team shares in the financial rewards of Strategic’s success through long-term stock ownership. In June 2023 we proudly celebrated our 16th anniversary. 

     

    Strategic is committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as a company. 

     

    ***NOTE: further correspondence on your candidacy will come via email. Please be aware that emails may go to spam/promotions folders depending upon your account settings.

     

    Please mark @talent.icims.com as a safe sender to ensure recruiter emails don't go to spam​

  • 18 Days Ago

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Business Financial Sales
  • Prudent Financial Solutions
  • New York, NY FULL_TIME
  • Job Description Polaris Business Advisors is a premier provider of customized financial products and services to help business manage their debt. Our guidance and services have helped thousands of bus...
  • Just Posted

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Financial Sales Representative
  • Tri-Harbor Financial Group
  • New York, NY FULL_TIME
  • Financial Sales Representative - Wealth Management Development Program When getting started on Wall Street it's important to join a firm that will give you the most opportunities for success. The Fina...
  • 3 Days Ago

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Retail Sales Technology Associate
  • Staples Retail
  • Brooklyn, NY PART_TIME
  • As a Tech 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 hav...
  • 22 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Yonkers, NY 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...
  • 3 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Brooklyn, NY 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...
  • 7 Days Ago

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0 Financial Retail Sales Assistant - Non-Registered jobs found in New York, NY area

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Financial Sales Representative
  • Premium Merchant Funding
  • Hoboken, NJ
  • Job Description Premium Merchant Services (PMF) is hiring more Sales Representatives to meet the growing demand for fina...
  • 3/28/2024 12:00:00 AM

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Financial Sales Representative
  • Premium Merchant Funding
  • New York, NY
  • ? Premium Merchant Funding (PMF) is the leading firm of small business lending in the private sector. PMF offers a wide ...
  • 3/28/2024 12:00:00 AM

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Financial Sales Representative
  • Premium Merchant Funding
  • Brooklyn, NY
  • Premium Merchant Funding (PMF) is hiring more Funding Specialists to meet the growing demand for financial services for ...
  • 3/28/2024 12:00:00 AM

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Financial Sales Representative
  • Northwestern Mutual
  • Garden City, NY
  • Our financial representatives at Northwestern Mutual – Garden City help clients reach their goals by developing and impl...
  • 3/26/2024 12:00:00 AM

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Event Regional Sales Manager
  • PRA Business Events
  • New York, NY
  • Regional Sales Manager PRA is the market-leading business event management firm, delivering unique experiences that move...
  • 3/26/2024 12:00:00 AM

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Regional Manager - New York Corporate
  • Equity Residential
  • New York, NY
  • Job Description Under the direction of the Vice President, the Regional Manager is responsible for the overall operation...
  • 3/25/2024 12:00:00 AM

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Account Operations Manager
  • NYP Holdings, Inc.
  • New York, NY
  • Job Description : The New York Post delivers the best in News, Sports, Entertainment and Pop Culture with wit, irreveren...
  • 3/25/2024 12:00:00 AM

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Sales Associate - 8008 530 Fifth Ave, NY 10036
  • Five Below
  • New York, NY
  • At Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free...
  • 3/24/2024 12:00:00 AM

The City of New York, usually called either New York City (NYC) or simply New York (NY), is the most populous city in the United States. With an estimated 2017 population of 8,622,698 distributed over a land area of about 302.6 square miles (784 km2), New York is also the most densely populated major city in the United States. Located at the southern tip of the state of New York, the city is the center of the New York metropolitan area, the largest metropolitan area in the world by urban landmass and one of the world's most populous megacities, with an estimated 20,320,876 people in its 2017 M...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Non-Registered jobs
$49,537 to $63,067
New York, New York area prices
were up 1.6% from a year ago

Financial Retail Sales Assistant - Non-Registered in Houston, TX
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.
December 13, 2019