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)
At Office1, we leverage our "winning triangle" to create an unparalleled company culture. We align our commitment to our customers with our employee goals. We understand that our employees enable our customers' success and that is why we focus on creating opportunities rooted in our employee' purpose and passions!
What is Office1?
As a leading provider of office technology solutions in the SMB space, Office1 has been serving our customers since 1995. We offer our customers a unique SaaS like engagement to manage all their technology technological needs this has enabled Office1 to become one of the fastest growing managed service providers in the Western United States.
Come help us shape the future!
We are looking for sales professionals who are focused on identifying and optimizing SMB accounts in markets that we serve. Our ideal candidate will help businesses create and implement a technology roadmap to take the business to the next level while building a career that provides financial security and work life balance.
What You'll Be Doing
Desired Skills and Experience
Income Opportunity and Benefits
As part of Office1, you'll receive world class benefits, including:
Diversity
Office1 believes we work more productively, and our jobs are more enjoyable, when our team includes members with a diversity of backgrounds and life experiences. We take all reasonable steps to seek out candidates with diverse experience and ensure our work environment is welcoming and respectful for everyone on our team.
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0 Sales Representative - Licensed jobs found in Santa Barbara, CA area