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)
Why us? SAS Retail Services is part of the largest retail services company in the US, working with major consumer brands in Walmart stores in your area.
We display it, we move it, and we track it! Start building your career working with amazing people. Our on-the-job training will build your skills in category resets and product placement. If you like the flexibility of independent work and love taking pride in a "job well done" each day, this may be for you. We've got a lot to offer with specialized training and advancement opportunities.
SAS team members make a difference by ensuring the latest brands and products are where they need to be. Our team members are friendly and personable with store associates and management. SAS promotes from within, so growth opportunities are endless.
We offer benefits that can be customized to meet your family's needs, including medical, dental, vision, life insurance, supplemental voluntary plans, wellness programs, and online discounts.
Our list of qualifications is short:
Click to learn more from our team
Join us and help us be even better. We are ready to talk when you are.
Clear All
0 Financial Retail Sales Assistant - Registered jobs found in Billings, MT area