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)
Consider joining a best in class award winning firm. Base salary, commissions and bonus opportunities!!! We are a local, well established financial firm that is continually growing and looking for an individual that is interested in designing life insurance strategies and, eventually, holistic financial investment strategies.
The Junior Advisor role will mentor under our Senior team to expand their knowledge of Group Benefits while building relationships with current individual clients and group accounts. We combine our mentor program with an entry level client servicing role to learn about our core client strategies from the ground/up. Your performance will directly impact the growth of our firm.
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Dental Insurance
Life Insurance
Vision Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Clear All
0 Financial Retail Sales Assistant - Registered jobs found in Youngstown, OH area