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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Job Description
We are a high-powered insurance team with explosive growth. We are looking for licensed life insurance agents to join us. Even if you’re not licensed, our fast-track program will guide you through getting licensed in as little as a few weeks. We will also sponsor your pre-licensing classes for those who are a good fit.
Hybrid Sales Platform – Face to Face or Virtual (tele sales/zoom) available
No cold calling, door-to-door sales, or such. We have plenty of clients who are interested in our service, we just need help fulfilling orders.
-Some of our client's book appointments with you, some clients you have to reach out to book appointments with.
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0 Financial Retail Sales Assistant - Registered jobs found in Santa Fe, NM area