Financial Retail Sales Assistant - Registered jobs in Waco, TX

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 Representative
  • PR Financial
  • Waco, TX FULL_TIME
  • Are you tired of working to build someone else's dreams and not your own? Are you making less than 50k but know you're worth so much more? Are you miserable at your current job and know there must be a better way to earn a living? Are you making great money but lack time freedom to do things with your family and friends? If any of these sound like you please read below.

    Ideal Candidate:

    • Leader- looking for an Individual who wants to grow with the company. Someone with aspirations of growing their own insurance agency.
    • Hard-worker- someone who realizes nothing is accomplished without hard work. Success is directly correlated with work ethic in our company.
    • Driven- Promotions are based directly on performance.
    • Successful- we are looking for someone with a track record of success. Whether that be in sports, business or education, we are looking for a candidate which has been successful in previous endeavors.
    • Long term mindset- We are looking for an individual who is willing to work hard today to reap the benefits of residual and renewal income for years to come.

    Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented sales person, and harbors incredible customer service skills and a passion for helping those in need. We are looking for hard working people who want more for their lives and want a six figure income for years to come. You'll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients lives everyday.

    Perks of the job include residual income, flexible schedule and time freedom, opportunities to cross-sell insurance products for additional income, the ability to build your own agency if you are a top producer and so much more. If this sounds like a job you'd love, apply now!

    Responsibilities:

    • Evaluate new customers insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
    • Expand our customer base and market our insurance products via including Qualified leads, networking, referrals and various marketing strategies to bring in new business.
    • process current policyholders insurance claims while monitoring the status of existing insurance claims.
    • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping.
    • Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies.

    Qualifications

    • Proficiency with Microsoft Office products
    • Client service experience as a sales representative a plus
    • Background in the health insurance or life insurance industries preferred
    • High school diploma or equivalent required; Bachelor’s degree preferred
    • Strong interpersonal and communication skills are a must
    • Ability to obtain an insurance license in applicable state
    • Great work ethic with the willingness to be coachable
  • 2 Days Ago

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Sales Manager
  • PR Financial
  • Waco, TX FULL_TIME
  • Searching for a position with a reputable company in which you can lead others and make a difference? We are looking for a successful leader to help grow a large Life/Health/Medicare agency in the Ash...
  • 2 Months Ago

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Sales Executive (Athletes and Sales Leaders Encouraged to Apply)
  • PR Financial
  • Waco, TX FULL_TIME
  • PR Financial is looking for talented and driven individuals to join our team! We are looking for leaders that could help build and grow a designated territory. The Sales Executive position will be exp...
  • 2 Months Ago

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Looking for Part Time Sales Reps
  • Viewpoint Financial
  • Waco, TX PART_TIME
  • BONUS FEATURES of working with us: Zoom Dials where ever you are to work with Top Producers. Listen in on how they call and close clients. Have them listen to you and get feedback for FREE. Too many v...
  • 1 Month Ago

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Looking for Career / Professional Insurance Sales Reps
  • Viewpoint Financial
  • Waco, TX FULL_TIME
  • BONUS FEATURES of working with us: Zoom Dials where ever you are to work with Top Producers. Listen in on how they call and close clients. Have them listen to you and get feedback for FREE. Too many v...
  • 1 Month Ago

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Retail Sales Assistant Store Manager
  • Palm Beach Tan
  • Waco, TX FULL_TIME
  • Overview At Palm Beach Tan, we live by the motto “A Better Shade of You®” for our customers and employees. Want to "Embody Your True Colors®”? Palm Beach Tan, the industry leader in Sunbed and Sunless...
  • 1 Month Ago

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0 Financial Retail Sales Assistant - Registered jobs found in Waco, TX area

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Sales Associate - Store 117
  • Conn's
  • Waco, TX
  • Job Description Join the Conn's HomePlus Team! Discover Our Benefits Competitive Pay: Kickstart your journey with a blen...
  • 4/19/2024 12:00:00 AM

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Director of Sales & Operations Planning
  • Acara Solutions, An Aleron Company
  • Waco, TX
  • Director of Sales and Operations Planning, Full Time Direct Hire opportunity available in Waco TX Relocation assistance ...
  • 4/18/2024 12:00:00 AM

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Wine & Spirits Sales Associate
  • Twin Liquors LP
  • Temple, TX
  • Job Type Full-time Description Twin Liquors isn't just another job - it's a passion, it's a career! Born and raised in d...
  • 4/17/2024 12:00:00 AM

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Director of Sales & Operations Planning
  • Acara Solutions An Aleron Company
  • Waco, TX
  • Director of Sales and Operations Planning, Full Time Direct Hire opportunity available in Waco TX Relocation assistance ...
  • 4/16/2024 12:00:00 AM

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Sales Representative - Remote
  • InsuraTec Services Group
  • Waco, TX
  • Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a...
  • 4/16/2024 12:00:00 AM

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Field Sales Manager - K12 Texas
  • CDW Corporation
  • Waco, TX
  • true / / Field Sales Manager - K12 Texas **Field Sales Manager - K12 Texasat CDW Careers** **Job ID:** 21001552 **Update...
  • 4/16/2024 12:00:00 AM

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Sales Manager
  • PR Financial
  • Waco, TX
  • Searching for a position with a reputable company in which you can lead others and make a difference? We are looking for...
  • 4/15/2024 12:00:00 AM

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Commercial Sales Manager
  • AutoZone, Inc.
  • Belton, TX
  • The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM dev...
  • 4/15/2024 12:00:00 AM

Waco (/ˈweɪkoʊ/ WAY-koh) is a city in central Texas and is the county seat of McLennan County, Texas, United States. It is situated along the Brazos River and I-35, halfway between Dallas and Austin. The city had a 2010 population of 124,805, making it the 22nd-most populous city in the state. The 2017 US Census population estimate is 136,436 The Waco Metropolitan Statistical Area consists of McLennan and Falls Counties, which had a 2010 population of 234,906. Falls County was added to the Waco MSA in 2013. The 2017 US Census population estimate for the Waco MSA is 268,696. Waco is located at ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$48,444 to $86,978
Waco, Texas area prices
were up 1.2% from a year ago

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