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)
Location: Remote
Experience Level: Entry-Level
Join our team as a Remote Sales Manager and become an integral part of our innovative approach to insurance sales. As a Sales Manager, you'll empower clients to secure vital insurance coverage, all while enjoying the flexibility of remote work and adaptable scheduling.
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How to Apply: If you're a proactive individual with a client-centric mindset and a commitment to work-life balance, we invite you to apply today. Join the InsuraTec Services Group team and embark on a fulfilling career in insurance sales.
InsuraTec Services Group is an equal opportunity employer dedicated to fostering an inclusive workplace environment that celebrates diversity.
Please note that this position is commission-based only, and applicants must be eligible to work in the United States and obtain the necessary insurance license.
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