Sales Representative - Licensed conducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Being a Sales Representative - Licensed maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. Additionally, Sales Representative - Licensed may require a bachelor's degree. Completion of the FINRA Series 6 Investment Company Products/Variable Contract Limited Representative qualification exam and any required state licensing is required. Also requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Typically reports to a supervisor or manager. The Sales Representative - Licensed work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Sales Representative - Licensed typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Under general supervision, counsel with emphasis on prevention and/or behavior modification. Works with individuals and groups to promote optimum mental health. May help individuals deal with addictions and substance abuse, family, parenting, and marital problems, suicide, stress management, problems with self-esteem, and issues associated with aging and mental and emotional health. Act as client advocate in order to coordinate required services or to resolve emergency problems in crisis situations. Collect information about clients through interviews, observation, and tests. Counsel clients in individual and group sessions to help them overcome dependencies, recover from illness, and adjust to life. Develop and implement treatment plans based on clinical experience and knowledge. Evaluate clients' physical or mental condition based on review of client information. Maintain confidentiality of records relating to client's treatment. Monitor, evaluate, and record client progress according to measurable goals described in treatment and care plan. Prepare and maintain all required treatment records and reports
Additional Qualifications
Must be a licensed Behavioral Health Counselor to qualify.
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