Financial Retail Sales Assistant - Registered jobs in Trenton, NJ

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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Assistant Financial Center Manager
  • Univest Financial Corporation
  • Warminster, PA OTHER
  • Overview

     

    Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.

     

    At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

     

    We're hiring an Assistant Financial Center Manager to join our Warminster Team.

    Responsibilities

    This role is responsible for assisting the Financial Center Manager in all aspects of leading the sales and service function, management and audit & control for a designated Financial Center.  This position will provide customers with quality sales and service, and has knowledge of and the ability to perform essential duties assigned to the FC staff along with directly supervising assigned employees.  The incumbent will also oversee and ensure that the teller line operates in compliance with the bank’s operational policies and procedures related to the processing of deposits, withdrawals, check cashing, cash handling, and other transactional and security operations.  The incumbent in this position should typically have three or more years of experience in consumer banking.  This position operates under the direct supervision of the Financial Service Center Manager.

     

    BRANCH HOURS:

    • Monday - Wednesday: 8:00 AM to 4:00 PM
    • Thursday: 8:00 AM to 5:00 PM
    • Friday: 8:00 AM to 6:00 PM
    • Saturday: 9:00 AM to 1:00 PM (2-3 per month)

     POSITION INCLUDES:

    • Work with the Branch Manager to produce top line revenue growth
    • Motivate and coach staff to work as a team in order to achieve assigned goals
    • Develop and implement effective sales and acquisition strategies
    • Develop working relationships with integrated partners
    • Coach and develop staff with career path and succession planning focus
    • Participate in business development activities with management
    • Perform platform and teller duties when needed
    • Resolve customer challenges
    • Ensure adherence to all bank policies and procedures
    • Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
    • Perform additional duties as required

    Qualifications

    QUALIFICATIONS:

    • High school diploma/GED or equivalency
    • NMLS registration within regulated guidelines
    • Sales experience with proven results
    • Strong written/verbal/organizational skills
    • Demonstrated independent decision-making skills and effective delegation
    • Demonstrated leadership/supervisory ability
    • Energetic and engaging interpersonal communication skills
    • Previous experience with MS Office Suite
    • A minimum of 2 years of leadership and/or supervisory experience
    • Ability to work in an accurate and organized manner to effectively manage related-job pressures and deadlines
    • Ability to coach and develop a staff
    • Community/non-profit involvement
    • Neat, professional appearance following established guidelines for appropriate dress
    • Successful completion of the Univest University Leadership Certificate Program and the conflict resolution course within 12 months of hire

     

    Click here for Benefit Information

     

     

    #Univest

    #LI-Onsite

     

    An Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

     

  • 23 Days Ago

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Retail Sales Technology Associate
  • Staples Retail
  • Bensalem, PA PART_TIME
  • As a Tech Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and hav...
  • Just Posted

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Retail Sales Associate
  • Staples Retail
  • Newtown, PA PART_TIME
  • As a Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and have our...
  • 18 Days Ago

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Retail Sales Technology Associate
  • Staples Retail
  • Newtown, PA PART_TIME
  • As a Tech Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and hav...
  • 24 Days Ago

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Retail sales associate
  • OSL Retail Services
  • Lumberton, NJ FULL_TIME
  • Overview WIRELESS SALES ASSOCIATE (MOBILE EXPERT) Who are we? OSL is a dynamic, people-driven company providing outsourced sales services for some of North America’s biggest Fortune 500 companies. We ...
  • 16 Days Ago

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Retail Sales Merchandiser
  • SAS Retail Services
  • Mount Holly, NJ FULL_TIME
  • Hey detail-oriented person! We handle product movement at retail. We display it, we move it, we track it; making sure stores and their product suppliers have the best opportunities for optimal sales. ...
  • 1 Month Ago

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0 Financial Retail Sales Assistant - Registered jobs found in Trenton, NJ area

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Memory Care Advisor - Sales and Marketing - Memory Care
  • Promedica
  • Morrisville, PA
  • Arden Courts of Yardley is hiring a Memory Care Advisor- Sales and Marketing Director! The Memory Care Advisor or Sales ...
  • 3/19/2024 12:00:00 AM

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Sales Associate - 8067 Lawrenceville, NJ 08648
  • Five Below
  • Lawrence Township, NJ
  • 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...
  • 3/19/2024 12:00:00 AM

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Enterprise Sales VP - Insurance & Healthcare (REMOTE)
  • Acxiom LLC
  • Trenton, NJ
  • The New Business Sales Executive drives the expansion and growth of Acxiom market share by establishing and cultivating ...
  • 3/18/2024 12:00:00 AM

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Territory Sales Consultant
  • Critter Control, Inc.
  • Trenton, NJ
  • ** Territory Sales Consultant** **Job Category****:** Sales **Requisition Number****:** TERRI18713 Showing 1 location **...
  • 3/17/2024 12:00:00 AM

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Financial Professional
  • Equitable Advisors
  • Philadelphia, PA
  • Description At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial fr...
  • 3/16/2024 12:00:00 AM

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Commercial Sales Manager
  • AutoZone, Inc.
  • Trenton, NJ
  • The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM dev...
  • 3/16/2024 12:00:00 AM

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Commercial Sales Manager
  • AutoZone, Inc.
  • Lawrence Township, NJ
  • The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM dev...
  • 3/16/2024 12:00:00 AM

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Commercial Sales Manager
  • AutoZone, Inc.
  • Morrisville, PA
  • The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM dev...
  • 3/15/2024 12:00:00 AM

According to the United States Census Bureau, the city had a total area of 8.155 square miles (21.122 km2), including 7.648 square miles (19.809 km2) of land and 0.507 square mile (1.313 km2) of water (6.21%). Several bridges across the Delaware River – the Trenton–Morrisville Toll Bridge, Lower Trenton Bridge and Calhoun Street Bridge – connect Trenton to Morrisville, Pennsylvania, all of which are operated by the Delaware River Joint Toll Bridge Commission. Trenton is located near the exact geographic center of the state, which is 5 miles (8.0 km) located southeast of Trenton. The city is so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$58,905 to $105,757
Trenton, New Jersey area prices
were up 1.5% 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.
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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