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)
Are you tired of working to build someone else's dreams and not your own? Are you making less than 50k but know you're worth so much more? Are you miserable at your current job and know there must be a better way to earn a living? Are you making great money but lack time freedom to do things with your family and friends? If any of these sound like you please read below.
Ideal Candidate:
Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented sales person, and harbors incredible customer service skills and a passion for helping those in need. We are looking for hard working people who want more for their lives and want a six figure income for years to come. You'll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients lives everyday.
Perks of the job include residual income, flexible schedule and time freedom, opportunities to cross-sell insurance products for additional income, the ability to build your own agency if you are a top producer and so much more. If this sounds like a job you'd love, apply now!
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0 Financial Retail Sales Assistant - Registered jobs found in Florence, SC area