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)
Company: InsuraTec Services Group
Location: Remote
About Us:
InsuraTec Services Group is a leading provider of financial planning and insurance services. We are currently seeking motivated individuals to join our team as Sales Representatives. This is a remote position that offers flexible hours and the opportunity for financial growth.
Key Responsibilities:
Qualifications:
If you're looking for a rewarding career with the potential for financial growth, and you possess the drive and dedication to succeed, we encourage you to apply. Join InsuraTec Services Group and become part of a team that values your personal and professional development.
InsuraTec Services Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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