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)
Purpose of position: To provide sales assistance and relief while maximizing and promoting sales of supplier brands to accounts through effective account management, sales execution, and communication, while promoting exceptional customer service.
Essential Functions: (must be able to perform these functions, with or without a reasonable accommodation).
Skills, knowledge and abilities: (these are required to enable job holder to perform the essential functions of the job).
Experience and Education Requirements: Must be 21 years of age and have a valid driver’s license and safe driving record. One (1) year of selling or merchandising experience in the beverage industry or grocery retail, preferred.
Working Conditions: Moderate physical exertion, exposure to inclement weather, and exposure to fumes and noise from vehicle.
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