Financial Retail Sales Assistant - Non-Registered jobs in Petaluma, CA

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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Loan Originator - Non-Exempt
  • AXIA FINANCIAL LLC
  • Petaluma, CA FULL_TIME
  • Description

    We want to help you take your business to the next level! If you are an experienced Mortgage Loan Originator with a passion for helping your clients while gaining benefits as an employee-owner, we want to meet with you.


    Who We Are

    Axia Home Loans is a 100% employee-owned independent mortgage bank. We’re based in Bellevue, WA, with branches and employee-owners located all over the United States. We are a growing company that can provide you the tools to succeed in today’s marketplace while remaining true to our small company roots that give our employees a chance to be heard. Axia also has a reputation for providing superior customer service and producing well-educated and prepared homeowners. 


    Who You Are

    As a Mortgage Loan Originator & employee-owner, you’ll take applications for residential mortgage loans for new and existing clients. You will then facilitate the closing of loans while providing outstanding customer experience to your clients and business partners. You’ll be part of an all-star team of business partners/employee-owners, ready to help you achieve your goals.


    Why Axia?

    Because we are 100% employee-owned, all Axians have a vested interest in the direction, growth, and success of our growing, debt-free company. Our strength lies in our people. We are unified toward a common goal and each of our team members plays a vital role in driving Axia toward success and stability, both financially and culturally. The vision of Axia’s leadership team is to serve all Axians through transparency, communication, and the solicitation of feedback. They want to give every Axian a say in the company’s future. It is a relationship of trust with our Originators that allows our company to continue to grow its footprint across the country. 


    As employee-owners, we work for and with each other, knowing that success for one Axian means success for all of us. We work together to achieve results for our teammates and our customers. Our toolbox is filled with the tools you need to ensure you are always top of mind with your partners and one step ahead of your competitors. 


    Axia Cares

    We also care about the communities we serve. Through Axia Cares, our employees are provided opportunities to help others through volunteering, donation drives, and service projects. We also match charitable contributions made by our employees. Axia believes it is important to stand behind the causes that are important to our employee-owners. 

    Ready to join our team? Connect with us today and Let’s Get You Home!
     

    EEO / DE&I 

    Axia is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Axia are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex, age or any other status protected by the laws or regulations in the locations where we operate. Axia will not tolerate discrimination or harassment based on any of these characteristics. 

  • 16 Days Ago

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Retail sales representative
  • SAS Retail Services
  • Cotati, CA 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...
  • 4 Days Ago

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Customer Service Sales Specialist
  • UniTrust Financial Group
  • Novato, CA FULL_TIME
  • Customer Service Sales Specialist Location: Remote (Work From Home) Key Responsibilities: Provide outstanding customer service to clients inquiring about insurance products. Drive sales by assisting c...
  • 6 Days Ago

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Customer Care Sales Representative
  • UniTrust Financial Group
  • Petaluma, CA FULL_TIME
  • Customer Care Sales Representative Location: Remote (Work From Home) Key Responsibilities: Customer Service: Provide exceptional service to clients, addressing inquiries, and resolving issues promptly...
  • 6 Days Ago

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Sales Executive - Remote
  • UniTrust Financial Group
  • Novato, CA FULL_TIME
  • Sales Executive - Remote Location: Remote Experience Level: Entry-Level About InsuraTec Services Group: At InsuraTec Services Group, we're redefining insurance sales with a customer-centric approach. ...
  • 7 Days Ago

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Sales Executive - Remote
  • UniTrust Financial Group
  • Petaluma, CA FULL_TIME
  • Sales Executive - Remote Location: Remote Experience Level: Entry-Level About InsuraTec Services Group: At InsuraTec Services Group, we're redefining insurance sales with a customer-centric approach. ...
  • 7 Days Ago

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0 Financial Retail Sales Assistant - Non-Registered jobs found in Petaluma, CA area

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District Manager
  • Pop-Up Talent
  • Petaluma, CA
  • District Manager Petaluma, CA Reports to: Theatre Operations Director Pay Range: $90,000 - $110,000 (annually) Bonus Opp...
  • 5/8/2024 12:00:00 AM

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Sales Associate I
  • Tapestry
  • Petaluma, CA
  • Coach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers a...
  • 5/8/2024 12:00:00 AM

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Automotive Sales Manager
  • Wise Auto Group
  • Petaluma, CA
  • At North Bay Nissan, we believe in hiring the heart and training the mind and strive to hire passionate individuals who ...
  • 5/8/2024 12:00:00 AM

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Sales Associate
  • ACE Cash Express
  • Rohnert Park, CA
  • $1,000 Signing Bonus $400 payable within 30 days after successful completion of 15-shift training. $600 payable within 3...
  • 5/7/2024 12:00:00 AM

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Treasury Management Support Associate
  • Beneficial State Bank
  • Oakland, CA
  • Treasury Management Support Associates provide a wide range of professional, technical, product, and general support via...
  • 5/6/2024 12:00:00 AM

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Sales Manager
  • ALVARADO ST. BAKERY
  • Petaluma, CA
  • Reports To: Director of Sales Job Purpose: Execute Sales Plan within channel and key customers. Responsibilities Sales P...
  • 5/4/2024 12:00:00 AM

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Sales Executive - Remote
  • InsuraTec Services Group
  • Petaluma, CA
  • Sales Executive - Remote Location: Remote Experience Level: Entry-Level About InsuraTec Services Group: At InsuraTec Ser...
  • 5/4/2024 12:00:00 AM

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Sales Representative - Remote
  • InsuraTec Services Group
  • Petaluma, CA
  • Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a...
  • 5/4/2024 12:00:00 AM

Petaluma /pɛtəˈluːmə/ is a city in Sonoma County, in California's Wine Country, part of the North Bay sub-region of the San Francisco Bay Area, located 37 mi (60 km) north of San Francisco. Its population was 57,941 according to the 2010 Census. The Rancho Petaluma Adobe, located in Petaluma, is a National Historic Landmark. Its construction started in 1836 by order of General Mariano Guadalupe Vallejo, then Commandant of the San Francisco Presidio. It was the center of a 66,000 acre (270-km²) ranch stretching from Petaluma River to Sonoma Creek. The adobe is considered one of the best preserv...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Non-Registered jobs
$47,337 to $60,259
Petaluma, California area prices
were up 2.5% from a year ago

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Financial retail sales assistant – non-registered job description includes administrative support roles to registered representatives.
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Non-registered sales assistants are commonly seen selling products in physical stores.
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