Financial Retail Sales Assistant - Registered jobs in Santa Cruz, 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 Assistant
  • Donaghy Sales LLC
  • Watsonville, CA FULL_TIME
  • Purpose of position: To provide sales assistance and relief while maximizing and promoting sales of supplier brands to accounts through effective account management, sales execution, and communication, while promoting exceptional customer service. 

     

    Essential Functions: (must be able to perform these functions, with or without a reasonable accommodation). 

    • Highly self motivated and results orientated with the ability to set priorities, coordinate multiple tasks simultaneously, and be attentive to details
    • Strong selling and negotiation skills
    • Proficient in Office (word, excel, power point)
    • Ability and willingness to work flexible and long hours
    • Strong customer service skills and the ability to work in a team environment
    • Strong verbal and written communication skills
    • Able to understand and read invoices, load sheets, job orders installation an set up instructions 
    • Ability to calculate simple math functions 
    • Ability to move products weighing up to 165 lbs. as well as hang merchandise
    • Ability to climb ladders
    • Ability of repetitive lifting (up to 50 lbs overhead), bending, stooping, kneeling, crawling, and twisting
    • Pushing and pulling up to 340 pounds on a two-wheeler

     

     

    Skills, knowledge and abilities: (these are required to enable job holder to perform the essential functions of the job).

    • Responsible for regular call frequency on assigned retail accounts primarily to sell volume, increase distribution, merchandise, monitor price and shelf space management
    • Build business relationships with and present professional sales presentations using sales histories. 
    • Responsible for maintaining published product freshness standards in assigned retail accounts by monitoring and rotating product
    • Responsible for maintaining up to date mobility system
    • Selling in of new placements
    • Merchandising with P.O.S materials
    • Increase shelf space and introduce new brands and packages 
    • Work with the Accounts Receivable department to resolve credit issues including collection of past due balances
    • Responsible to daily decisions regarding retail inventory levels using past sales history, changes in climate, competition activity, and special promotional activities
    • Attend sales and team meetings as directed by management along with daily interaction with managers to discuss sales issues
    • Participate in evening and weekend promotions as necessary
    • Responsible for any other tasks deemed necessary by District Manager, Sales Manager, and/or Sales Director.

     

     

    Experience and Education Requirements: Must be 21 years of age and have a valid driver’s license and safe driving record. One (1) year of selling or merchandising experience in the beverage industry or grocery retail, preferred. 

     

    Working Conditions: Moderate physical exertion, exposure to inclement weather, and exposure to fumes and noise from vehicle. 

  • 1 Month Ago

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Florist assistant/Retail sales
  • Flower Bar
  • Santa Cruz, CA FULL_TIME,PART_TIME
  • Floral Design Studio Retail Sales Position Florist assistant Fun new concept Floral design Studio is looking for an outgoing candidates to be part of our team. Our vision is to create a work community...
  • 21 Days Ago

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Sales Representative - Remote
  • UniTrust Financial Group
  • Santa Cruz, 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...
  • Just Posted

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Sales Representative - Remote
  • UniTrust Financial Group
  • Watsonville, 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...
  • 1 Day Ago

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Sales Manager - Remote
  • UniTrust Financial Group
  • Santa Cruz, 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...
  • 7 Days Ago

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Beauty Sales Consultant
  • CVS Health Retail
  • Santa Cruz, CA FULL_TIME
  • It is a great time to join the beauty retail division of CVS Health, as America's leading retail pharmacy with more than 9,000 stores and continuing to grow. We seek a talented, sales-oriented Beauty ...
  • 23 Days Ago

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

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TeleSales Representative - Remote
  • InsuraTec Services Group
  • Campbell, CA
  • TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales a...
  • 4/26/2024 12:00:00 AM

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Sales Associate
  • Ascena Retail Group, Inc.
  • San Jose, CA
  • About us LOFT creates modern, feminine, versatile clothing for women with one common style goal: to look and feel confid...
  • 4/26/2024 12:00:00 AM

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TeleSales Representative - Remote
  • InsuraTec Services Group
  • San Jose, CA
  • TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales a...
  • 4/26/2024 12:00:00 AM

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Enterprise Account Executive - Remote
  • Bigtincan
  • San Jose, CA
  • Primary Responsibilities Meet and exceed sales quotas while adhering to Bigtincan standards and rules of engagement; Agg...
  • 4/26/2024 12:00:00 AM

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Business Development Representative | Hybrid-Remote
  • Summit Human Capital
  • San Jose, CA
  • Richmond, VA CALLING ALL COLD CALLING CONQUERORS! Does the thrill of the hunt fire you up? Are you a sales professional ...
  • 4/26/2024 12:00:00 AM

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Sales Account Manager
  • American Fidelity Sales Careers
  • Watsonville, CA
  • American Fidelity Assurance is now looking for an Account Manager in your area. Our salaried, career Account Managers ar...
  • 4/24/2024 12:00:00 AM

I
TeleSales Representative - Remote
  • InsuraTec Services Group
  • Watsonville, CA
  • TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales a...
  • 4/24/2024 12:00:00 AM

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Sales Associate - 1422 Village Oaks San Jose, CA 95123
  • Five Below
  • San Jose, CA
  • At Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free...
  • 4/22/2024 12:00:00 AM

Santa Cruz (/ˈsæntə ˈkruːz/, Spanish: Holy Cross) is the county seat and largest city of Santa Cruz County, California. As of 2013 the U.S. Census Bureau estimated Santa Cruz's population at 62,864. Situated on the northern edge of Monterey Bay, about 32 mi (51 km) south of San Jose and 75 mi (120 km) south of San Francisco, the city is part of the 12-county San Jose-San Francisco-Oakland Combined Statistical Area. Santa Cruz is known for its moderate climate, natural environment, coastline, redwood forests, alternative community lifestyles, and socially liberal leanings. It is also home to th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$60,460 to $108,553
Santa Cruz, 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