Financial Retail Sales Assistant - Non-Registered jobs in San Francisco, 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)

N
Venue Sales Manager (SF)
  • Non Plus Ultra
  • San Francisco, CA FULL_TIME
  • Want to boggle the minds of a few thousand perfect strangers? Leave people elated, albeit wistfully recognizing they may have just ended the experience of their lifetime?

    Great! We are looking for a dynamic Venue Sales Manager to help us as we activate and transform some of San Francisco’s most awesomazing buildings into the Bay’s premier event space portfolio.  Our marketing team will help you fill the top of the funnel with everready event planners seeking alternatives to the humdrum hotel ballroom and ho-hum convention center. Our unflappable production team will help you turn pipedream PowerPoints into heart-stopping, spine-tingling events that amaze and inspire. 

    Your job is to turn leads into sales — engaging new prospects and existing clients, perfecting proposals that exceed expectations, closing the sale, and ultimately ensuring their event unlocks our venues’ magical potential! 

    Who We Are 

    We are Non Plus Ultra — a passionate gang of compulsive go-getters, resourceful space-makers, and community-building do-gooders. We activate historic, one-of-a-kind real estate properties by partnering with global brands, visionary artists, and community leaders to create unparalleled experiences. Iconic, timeless, unique… our venues include the storied Palace of Fine Arts and the landmark San Francisco Mint.  We work with our partners to create incredible performances, elevated experiences, large-scale conferences, community activations, and mind-blowing events with some of the world’s largest companies including Facebook, Gucci, Pepsi, Refinery 29, etc.  We trade in the improbable, dabble in the unimaginable, and go to the edge of what is possible for our partners — that is, after all, non-plus ultra.  

    Who You Are 

    You’re a self-starter with contagious energy and a commitment to customer success. You are also a creative thinker, extreme listener, and team player. You’re a great storyteller, a creative thinker, an extreme listener, and a tireless client advocate.  Client satisfaction is so important to you that friends worry you might be co-dependent.  You set high goals (because those are the most fun to crush).  You speak our language (which, importantly, does not have a word for ‘No’ but does have a seemingly infinite number of ways to say ‘Yes’). You have no time to waste complaining about what is broken because you’re too damn busy fixing it. You’re looking for a job that doesn’t dim your shine at a company that allows you to burn your brightest.

    Digging it? Here are some more details.

    What you will be doing 

    • Reach or exceed quarterly and annual target revenue set across our portfolio of San Francisco venues. 
    • Respond to client inquiries/requests within NPU’s lightning-fast timelines. 
    • Reach out to past clients to reconnect and seek new opportunities. 
    • Proactively driving client communications and being the main/sole point of contact for each individual client until contract execution occurs 
    • Tracking and updating all efforts through our CRM system daily.
    • Facilitating site visits and walk-throughs for prospective clients.  
    • Preparing, negotiating, and producing custom proposals for clients. Addressing any client’s questions, concerns, and issues. Assisting with any and all pre-contract event details and logistics. 
    • Understanding event and conference calendar and subsequent busy periods as well as all other NPU venues and preferred vendors for referrals. 
    • Providing clear verbal and written communication to Production staff on event information. 
    • Seamlessly transitioning clients to Production Manager as their lead point of contact upon contract execution 
    • With Marketing, increasing venue and product awareness within the marketplace by conducting sales calls, familiarization tours, industry meetings, trade shows, etc. 
    •  Assisting Marketing to create sales collateral, floorplans, logistic procedures, SOP, rules, and regulations 

    What we are looking for 

    • 5 years prior experience in event, venue/property, or hospitality sales;
    • Experience in corporate sales is a plus.
    • Prior track record of crushing sales goals;
    • Must be: 
      • obsessively focused on client satisfaction…. perhaps subject to chronic bouts of need-to-be-liked syndrome 
      • a self-starter that thrives in a fast-paced, entrepreneurial environment
      • metrics driven
      • have strong problem-solving skills
      • detailed-oriented and organized to track and execute all opportunities well 
      • capable of designing/implementing processes (sometimes from scratch) to improve execution 
      • resourceful to find the right deal for everyone 
      • detailed-oriented and organized to track and execute all opportunities well 
      • able to deal with ambiguity to improve as we grow 
    • A strong team player to make our company even better Prior experience with event sales, production, or marketing is preferred but not a strict requirement.  
    • Strong verbal and written communicator who is customer oriented and driven to close 
    • Familiarity with Priava CRM a plus
    • Some travel required between NPU venues 
    • Must be able to walk up and down stairs, be able to lift 25lbs  
    • Must be able to use computer, phone, sit/stand for a long period of time 
    • Must be respectful, kind, and decent

    Hours, Pay, and Benefits 

    • Base salary is $60-$80k. This position includes a commission plan wherein total compensation is $120k (or more) if sales quotas are met (or exceeded). 
    • Flexible time-off policy, health benefits, and 401(k) 
    • Unique workspace 
    • Access to fantastic events 

    NPU is proud to be an Equal Opportunity Employer. We believe that no matter your race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status, your perspective has value. 

    OK, one last thing

    Not a good fit? Then please share this. We don’t have to tell you. You know you’re awesome. Awesome people tend to befriend other awesome people. Pass this on, help us out, and introduce a friend to a possibly life-changing move. Sounds like a pretty solid minute, to us! 


     

  • 1 Month Ago

M
Assistant General Manager/Sales
  • Marshall Retail Group/InMotion
  • San Francisco, CA FULL_TIME
  • DO YOU WANT THE BEST JOB YOU’VE EVER HAD? Do you have a FLAIR FOR FUN and a desire to GROW? Do you enjoy TRAINING and DEVELOPING team members? COME JOIN US! We are now looking for an Assistant General...
  • 22 Days Ago

M
Assistant General Manager, Sales
  • Marshall Retail Group
  • San Francisco, CA FULL_TIME
  • DO YOU WANT THE BEST JOB YOU’VE EVER HAD? Do you have a FLAIR FOR FUN and a desire to GROW? Do you enjoy TRAINING and DEVELOPING team members? COME JOIN US! We are now looking for an Assistant General...
  • 23 Days Ago

S
Financial Analyst
  • Sales Demo - Juliet Rausch
  • San Francisco, CA FULL_TIME
  • Lever is currently looking for an experience Financial Analyst to join our Finance Team. Our ideal candidate would have a Bachelors degree in Finance or Accounting with at least 3 years of related wor...
  • 1 Month Ago

C
Part Time Retail Sales Associate - Union Street - San Francisco, CA
  • Casper Retail
  • San Francisco, CA PART_TIME
  • Looking for a job to get you out of bed? At Casper, our mission is to awaken the potential of a well-rested world. We believe that better sleep makes for better living. We design products and experien...
  • 4 Days Ago

O
Consumer Loan Sales Specialist
  • OneMain Financial
  • San Francisco, CA FULL_TIME
  • At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Speci...
  • 24 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

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

B
AVP, Treasury Management Support Supervisor
  • Beneficial State Bank
  • Oakland, CA
  • The Treasury Management (TM) Support Supervisor will manage a team of Treasury Management Support Associates and Special...
  • 4/18/2024 12:00:00 AM

M
Director, Business Development (Pharma)
  • MMS
  • San Francisco, CA
  • About MMS MMS is an innovative, data-focused CRO that supports the pharmaceutical, biotech, and medical device industrie...
  • 4/18/2024 12:00:00 AM

M
Account Executive
  • Medasource
  • San Francisco, CA
  • Launched in 2000, Eight Eleven Group committed to 100% organic growth, exclusively promoting from within, while always k...
  • 4/18/2024 12:00:00 AM

G
Territory Manager
  • Gateway Recruiting - Gateway to Global Careers - Contingent, Retained, Contract Recruiting Services
  • San Francisco, CA
  • The Territory Manager is accountable for the sales development within his/her designated territory. Responsibilities inc...
  • 4/18/2024 12:00:00 AM

I
TeleSales Representative - Remote
  • InsuraTec
  • San Francisco, CA
  • Job Description Job Description TeleSales Representative- Remote Job Description: Are you a self-motivated, driven indiv...
  • 4/18/2024 12:00:00 AM

H
Account Executive
  • Honest Search
  • San Francisco, CA
  • We are currently partnered with a SaaS business looking for its first AE. With their first round of funding securing ove...
  • 4/17/2024 12:00:00 AM

C
Procurement and Supply Chain Business Development Director
  • ClifyX
  • San Francisco, CA
  • The Business Development Manager is responsible for growing the company’s capability in Procurement and Supply Chain(SCM...
  • 4/17/2024 12:00:00 AM

C
Business Development Representative
  • CFO Hub
  • San Francisco, CA
  • Job Description Job Description What makes CFO Hub different? Clients don't see CFO Hub as another vendor providing acco...
  • 4/17/2024 12:00:00 AM

San Francisco is located on the West Coast of the United States at the north end of the San Francisco Peninsula and includes significant stretches of the Pacific Ocean and San Francisco Bay within its boundaries. Several picturesque islands—Alcatraz, Treasure Island and the adjacent Yerba Buena Island, and small portions of Alameda Island, Red Rock Island, and Angel Island—are part of the city. Also included are the uninhabited Farallon Islands, 27 miles (43 km) offshore in the Pacific Ocean. The mainland within the city limits roughly forms a "seven-by-seven-mile square", a common local collo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Non-Registered jobs
$52,668 to $67,046
San Francisco, California area prices
were up 4.5% 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