Financial Retail Sales Assistant - Registered jobs in Petaluma, CA

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)

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Sales Representative - Remote
  • UniTrust Financial Group
  • Novato, CA FULL_TIME
  • Sales Representative - Remote


    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:

    • Account Management: Manage and maintain client accounts, ensuring a high level of customer satisfaction.
    • Client Management: Build and maintain strong relationships with clients to understand their needs and provide tailored solutions.
    • Client Retention: Work to retain existing clients and maximize their value to the company.
    • Client Support: Provide excellent customer support to address client queries and concerns.
    • Sales: Promote and sell insurance products, with a focus on life insurance, to prospective clients.
    • Sales Strategy: Develop and execute effective sales strategies to meet and exceed sales targets.
    • Marketing Support: Utilize marketing support provided to generate leads and drive sales.
    • Training Provided: We offer comprehensive training to help you obtain the necessary life insurance license and develop your skills.
    • Underwriting: Collaborate with underwriting to address client underwriting queries and facilitate policy issuance.
    • Work From Home: Enjoy the flexibility of working from the comfort of your own home.
    • Work Life Balance: Maintain a healthy work-life balance with our flexible schedule.

    Qualifications:

    • No Experience Required: We welcome entry-level candidates and will provide the necessary training.
    • Self-Motivated: A driven and self-motivated attitude is essential for success in this role.
    • Commission Only Compensation: Your earnings are based on your sales performance, providing unlimited earning potential.
    • No Cold Calling: We do not require cold calling, ensuring a more comfortable sales approach.
    • No Door to Door: This position does not involve door-to-door sales.
    • Transparent: We value transparency in all interactions with clients and team members.
    • Diversity: We embrace diversity and encourage individuals of all backgrounds to apply.
    • Integrity: We expect our team members to uphold the highest standards of integrity.
    • Relentlessness: A determination to meet and exceed sales targets is crucial.
    • Self-Paced: Take control of your career and work at your own pace.
    • Virtual: This is a virtual, remote position, offering maximum flexibility.
    • Financial Services: Be part of the financial services industry and provide valuable solutions to clients.
    • Full Time Only: This is a full-time position, dedicated to serving our clients and achieving your career goals.

    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.

  • Just Posted

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Customer Service Sales Specialist
  • UniTrust Financial Group
  • Rohnert Park, CA FULL_TIME
  • Customer Service Sales Specialist Location: Remote (Work From Home) Key Responsibilities: Provide outstanding customer service to clients inquiring about insurance products. Drive sales by assisting c...
  • 3 Days Ago

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Customer Service Sales Representative
  • UniTrust Financial Group
  • Petaluma, CA FULL_TIME
  • Customer Service Sales Representative Location: Remote, Virtual, Work From Home Experience Level: Entry-Level (No Experience Required) InsuraTec Services Group is seeking self-motivated and client-foc...
  • 4 Days Ago

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Customer Service Sales Specialist
  • UniTrust Financial Group
  • Novato, CA FULL_TIME
  • Customer Service Sales Specialist Location: Remote (Work From Home) Key Responsibilities: Provide outstanding customer service to clients inquiring about insurance products. Drive sales by assisting c...
  • 4 Days Ago

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Sales Manager - Remote
  • UniTrust Financial Group
  • Petaluma, CA FULL_TIME
  • Sales Manager - Remote 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 Mana...
  • 5 Days Ago

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Sales Manager - Remote
  • UniTrust Financial Group
  • Novato, CA FULL_TIME
  • Sales Manager - Remote 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 Mana...
  • 5 Days Ago

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0 Financial Retail Sales Assistant - Registered jobs found in Petaluma, CA area

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TeleSales Representative - Remote
  • InsuraTec Services Group
  • Petaluma, CA
  • TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales a...
  • 4/25/2024 12:00:00 AM

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AVP, Treasury Management Support Supervisor
  • Beneficial State Bank
  • Oakland, CA
  • The Treasury Management (TM) Support Supervisor will manage a team of Treasury Management Support Associates and Special...
  • 4/25/2024 12:00:00 AM

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Sales Manager
  • ALVARADO ST. BAKERY
  • Petaluma, CA
  • Reports To: Director of Sales Job Purpose: Execute Sales Plan within channel and key customers. Responsibilities Sales P...
  • 4/24/2024 12:00:00 AM

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Commercial Sales Manager
  • AutoZone, Inc.
  • Petaluma, CA
  • The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM dev...
  • 4/24/2024 12:00:00 AM

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North Bay Nissan - Sales Manager
  • Wise Auto Group
  • Petaluma, CA
  • At North Bay Nissan, we believe in hiring the heart and training the mind and strive to hire passionate individuals who ...
  • 4/24/2024 12:00:00 AM

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AVP, Treasury Management Support Supervisor
  • Beneficial State Bank
  • Oakland, CA
  • The Treasury Management (TM) Support Supervisor will manage a team of Treasury Management Support Associates and Special...
  • 4/23/2024 12:00:00 AM

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District Manager
  • Pop-Up Talent
  • Petaluma, CA
  • District Manager Petaluma, CA Reports to: Theatre Operations Director Pay Range: $90,000 - $110,000 (annually) Bonus Opp...
  • 4/22/2024 12:00:00 AM

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District Manager
  • Cinema West
  • Petaluma, CA
  • Job Description Job Description District Manager Petaluma, CA Reports to: Theatre Operations Director Pay Range: $90,000...
  • 4/22/2024 12:00:00 AM

Petaluma /pɛtəˈluːmə/ is a city in Sonoma County, in California's Wine Country, part of the North Bay sub-region of the San Francisco Bay Area, located 37 mi (60 km) north of San Francisco. Its population was 57,941 according to the 2010 Census. The Rancho Petaluma Adobe, located in Petaluma, is a National Historic Landmark. Its construction started in 1836 by order of General Mariano Guadalupe Vallejo, then Commandant of the San Francisco Presidio. It was the center of a 66,000 acre (270-km²) ranch stretching from Petaluma River to Sonoma Creek. The adobe is considered one of the best preserv...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$60,676 to $108,942
Petaluma, California area prices
were up 2.5% from a year ago

Financial Retail Sales Assistant - Registered in Newport News, VA
Sales assistants also answer inquiries and concerns the customer may have related to the product that they offer.
January 11, 2020
Financial Retail Sales Assistant - Registered in Billings, MT
Non-registered sales assistants are commonly seen selling products in physical stores.
January 11, 2020
Financial Retail Sales Assistant - Registered in Pocatello, ID
It is also the duty and responsibility of financial retail sales assistant to create reports for the sales forces, regarding sales results, team earnings, and market conditions.
March 02, 2020