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)
The 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 our principals through store coverage and executing objectives as set forth by their Manager to achieve superior in-store results in an assigned territory. Point of sale interaction is required and the ability to significantly and positively impact sales volume of the assigned product as a result.
The incumbent(s) in this position should exhibit the following Acosta values:
People Minded – Must show dignity and respect to all people
Integrity – Must exemplify the highest degree of ethical behavior
Results Oriented – Must show passion, pride and commitment to succeed
Trust – Must be honest, sincere and confident
Teamwork – Must build trusting relationships
Innovation – Must progress through a combination of creativity, common sense and vision
Balance – Must maintain an optimistic attitude and keep perspective on what is important in life.
Essential Functions:
Education Requirements:
Work Experience Requirements:
Knowledge, Skills and Abilities Requirements:
Acosta Sales & Marketing is an Equal Opportunity Employer
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