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)
Are you a top performer but you know you're not being paid like one? Maybe you're paid like one, but you're sacrificing precious time with your loved ones?
Meron and Kemboi Financial Agency focuses on protecting families with life insurance, mortgage protection coverage, annuities, retirement solutions, college saving strategies, final expense and debt free life (debt elimination) programs. We are getting a very high demand due to the recent announcement about our company being voted the NUMBER ONE insurance group in the nation by the STEVIE AWARDS out of 3900 nominations and top culture.
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0 Financial Retail Sales Assistant - Non-Registered jobs found in Santa Rosa, CA area