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)
For more than two decades, Premier Financial Services has been recognized within the automotive industry as an innovator and nationwide leader in lease financing of new and previously owned exotic, vintage and luxury vehicles. We finance cars purchased through authorized and independent dealers, and through private party transactions and auctions. Premier Financial Services is a wholly owned subsidiary of 1st Financial Bank USA.
Job Title: Operations and Sales Assistant
Location: Woodbury, CT (On-Site)
Job Overview:
The Operations and Sales Assistant plays a crucial role in supporting both the operations and sales departments. This versatile position involves various administrative responsibilities, including client communication, document management, and maintaining office functionality. The assistant contributes to enhancing the overall efficiency and success of the organization.
Duties/Responsibilities:
Required Skills/Abilities:
Education and Experience:
We provide a highly competitive and comprehensive compensation and benefits program including affordable medical/dental insurance, generous paid leave program, 401(k) and much more!
Premier Financial Services is an equal opportunity and affirmative action employer.
All qualified applicants will receive consideration without regard to their race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Premier Financial Services participates in E-Verify
E-Verify Right to Work Poster (justice.gov)
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