Financial Retail Sales Assistant - Registered jobs in Bergenfield, NJ

Financial Retail Sales Assistant - 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 product questions, make changes to accounts, open new accounts, and receive orders. Being a Financial Retail Sales Assistant - Registered may execute orders from existing clients. 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 - Registered coordinates referrals, sales appointments, and requests for information. Has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Depending on the product's sold, may also require completion of FINRA Series 7 General Securities Representative qualification. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Registered work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Financial Retail Sales Assistant - Registered typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Sales Assistant
  • MassMutual Financial Group: Lee, Nolan & Koroghlian, LLC
  • Saddle Brook, NJ PART_TIME
  • (Financial Advisor, Financial Professional, of Team of senior financial professionals) seeking a (FT/PT) sales assistant for their practice in (Town/County/NJ).

    Responsibilities include but are not limited to:

    • Submit new client insurance and investment paperwork and assist with new account openings, transfers, and transactions

    § Assist with insurance new business. Obtain pre-sale pricing and coordinate underwriting process, including scheduling of exams, obtaining medical and financial records, and finalizing contract delivery with client and advisor.

    § Deliver superior client service—troubleshoot problems and serve as a liaison between adviser and client as needed.

    § Maintain client records in CRM database. Communicate confidential client information professionally and discreetly

    § Schedule appointments and maintain calendars

    § Research information needed for client meetings. Prepare documents, notes, and presentation materials, as required

    § Answer, screen and route phone calls for advisors, assisting clients directly or taking messages as appropriate

    § Compose and type general correspondence

    § Proofread documents and marketing materials to ensure quality control

    Job Requirements:

    Bachelor’s degree or equivalent experience (preferred/required or preferred but not required)

    1-3 years of experience (Financial Services experience preferred);

    Excellent typing, spelling, and proofreading skills required

    (Life, health, and securities licenses preferred) (but not required).

    Proficient in Microsoft Office and Salesforce CRM software

    § Good verbal and written communication skills

    § Ability to work independently and establish priorities

    § Ability to handle multiple requests simultaneously and respond quickly

    § Highly organized, with attention to detail

    § Consistent follow-through and communication to team members regarding status of open items

    § Ability to recommend procedures and reporting to improve the effectiveness of the team

    § Client-first attitude

    Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 250 Pehle Ave., Suite 405, Saddle Brook, NJ 07663 (973)237-0100 CRN202703-6028278

    Job Type: Part-time

    Pay: $18.00 - $20.00 per hour

    Expected hours: 20 per week

    Benefits:

    • Flexible schedule
    • Paid time off
    • Paid training
    • Parental leave

    Compensation package:

    • Yearly bonus

    Schedule:

    • Monday to Friday
    • No nights
    • No weekends

    Travel requirement:

    • No travel

    License/Certification:

    • Driver's License (Preferred)

    Ability to Commute:

    • Saddle Brook, NJ 07663 (Required)

    Work Location: Hybrid remote in Saddle Brook, NJ 07663

  • 3 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Bergenfield, NJ PART_TIME
  • As a Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and have our...
  • Just Posted

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Wireless Retail Sales Associate - W3562
  • OSL Retail Services Inc
  • SADDLE BROOK, NJ OTHER
  • Overview WIRELESS SALES ASSOCIATE (MOBILE EXPERT) - EARN UP TO $18/hr (and potential to make more!) Who are we? OSL is a dynamic, people-driven company providing outsourced sales services for some of ...
  • 1 Month Ago

1
Retail Sales Consultant - Full Time - American Dream - East Rutherford, NJ
  • 1151 Swarovski Retail Ventures
  • East Rutherford, NJ FULL_TIME
  • At Swarovski, where innovation meets inspiration, our Sales Consultants are our ultimate advocates, providing our customers with extraordinary service and an awe-inspiring brand experience. We are sea...
  • 7 Days Ago

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Seasonal Sales Associate - City Place at Promenade - Carter's
  • Carter's | OshKosh B'gosh Retail
  • Edgewater, NJ FULL_TIME
  • Job Description: Love babies and kids? Looking for a flexible, friendly place to grow your career? Consider the possibilities as a Seasonal Sales Associate at Carter's. Carter's, Inc. is the largest b...
  • 1 Day Ago

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Seasonal Sales Associate - Garfield Commons - Carter's & OshKosh B'gosh
  • Carter's | OshKosh B'gosh Retail
  • Garfield, NJ FULL_TIME
  • Job Description: Love babies and kids? Looking for a flexible, friendly place to grow your career? Consider the possibilities as a Seasonal Sales Associate at Carter's. Carter's, Inc. is the largest b...
  • 8 Days Ago

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0 Financial Retail Sales Assistant - Registered jobs found in Bergenfield, NJ area

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Financial Sales Representative
  • Premium Merchant Funding
  • Hoboken, NJ
  • Job Description Premium Merchant Services (PMF) is hiring more Sales Representatives to meet the growing demand for fina...
  • 3/28/2024 12:00:00 AM

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Financial Sales Representative
  • Premium Merchant Funding
  • New York, NY
  • ? Premium Merchant Funding (PMF) is the leading firm of small business lending in the private sector. PMF offers a wide ...
  • 3/28/2024 12:00:00 AM

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Financial Sales Representative
  • Premium Merchant Funding
  • Brooklyn, NY
  • Premium Merchant Funding (PMF) is hiring more Funding Specialists to meet the growing demand for financial services for ...
  • 3/28/2024 12:00:00 AM

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Inside Sales Representative (Debt Settlement Experience Needed)
  • Business Debt Adjusters
  • Englewood Cliffs, NJ
  • Job Description Job Description Join Our Dynamic Team, Utilize Your Debt Settlement Experience, and Work Remotely from t...
  • 3/27/2024 12:00:00 AM

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Wholesale Account Executive
  • Longbridge Financial
  • Paramus, NJ
  • Company Description Longbridge Financial, LLC (LBF) is an innovative company committed to responsibly helping senior hom...
  • 3/27/2024 12:00:00 AM

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Financial Sales Representative
  • Northwestern Mutual
  • Garden City, NY
  • Our financial representatives at Northwestern Mutual – Garden City help clients reach their goals by developing and impl...
  • 3/26/2024 12:00:00 AM

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Sales Associate
  • European Wax Center
  • River Edge, NJ
  • Are you looking to join an exciting work environment with the opportunity to earn high commissions and help our guests f...
  • 3/26/2024 12:00:00 AM

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Field Agent with Protected Territory
  • Freedom Warranty
  • Hackensack, NJ
  • Job Description Job Description Job Offer - Field Agent with Protected Territory Position: Field Agent with Protected Te...
  • 3/25/2024 12:00:00 AM

Bergenfield is a borough in Bergen County, New Jersey, United States. As of the 2010 United States Census, the borough's population was 26,764, reflecting an increase of 517 (+2.0%) from the 26,247 counted in the 2000 Census, which had in turn increased by 1,789 (+7.3%) from the 24,458 counted in the 1990 Census. Bergenfield was formed on the basis of a referendum held on June 25, 1894, from portions of Englewood Township and Palisades Township.[21][22][23] The borough was formed during the "Boroughitis" phenomenon then sweeping through Bergen County, in which 26 boroughs were formed in the co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$62,215 to $111,699
Bergenfield, New Jersey area prices
were up 1.5% from a year ago

Financial Retail Sales Assistant - Registered in Newport News, VA
Sales assistants also answer inquiries and concerns the customer may have related to the product that they offer.
January 11, 2020
Financial Retail Sales Assistant - Registered in Billings, MT
Non-registered sales assistants are commonly seen selling products in physical stores.
January 11, 2020
Financial Retail Sales Assistant - Registered in Pocatello, ID
It is also the duty and responsibility of financial retail sales assistant to create reports for the sales forces, regarding sales results, team earnings, and market conditions.
March 02, 2020