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