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)
About the Insurance Sales Representative position:
We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly. The goal is to formulate strong relationships to ensure growth and preserve and augment our firm’s prestige.
Insurance Sales Representative responsibilities are:
• Implementing strategies to sell insurance
• Building rapport with customers
• Getting details from customers to fully assist them
• Being fully aware of the company’s services/policies
• Working accordingly with company policies
Insurance Sales Representative requirements are:
• Experience within this field (recommended not required)
• Basic understanding of insurance plans/policies
• Computer savvy
• Self Motivated
• Communication skills should be excellent
• Good at building rapport with customers and persuading individuals
• High school diploma or BA/BSc degree in Marketing or a related field(recommended not required)
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0 Financial Retail Sales Assistant - Registered jobs found in Sumter, SC area