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)
Description
Basic Function
Responsible for maintaining administrative organization, customer files, and processing customer transactions. Major emphasis on in-store sales, telephone sales, direct marketing, new customer growth and renewal payment processing in the store. Plays key role in upkeep of the showroom floor as per the first up system.
Reporting
Reports
Primary Responsibilities
CSR First Ups
Monday-Calculators/Key Boards, Jewelry Cleaner, Showroom: Lamps & Plans, Telephone Cleaning
When Needed-Cash Drawer Levels, Completion of lease order forms: Telephone, Printer Ribbon Replacement,
Saturday-Computer Cleaning
Daily-Convenience Bar, Entrance Doors, Filing of required documentation, Office: Miscellaneous, Showroom: Counter tops, Showroom: Carpet, Showroom: Jewelry Case
Monthly-Purge Customer Files
Tue/Thur-Showroom: Appliances, Showroom: Bedroom Sets
M/W/F-Showroom: Cocktail/End Tables, Showroom: Dinettes, Showroom: Electronics
Requirements
Position Requires
Pre-employment
Successful reference check and verification, drug screen, criminal background investigation, and required testing.
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0 Sales Representative - Licensed jobs found in Fayetteville, AR area