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)
Description
Are you are dedicated professional with a keen eye for detail, discretion, a service focus with a background in providing administrative assistance and guidance? Do you want to make a difference in the lives of others and your community?
We are seeking a dynamic Sales Assistant to serve our growing sales teams.
This Sales Assistant role, what we call our Sales Outreach Specialist is part of a team responsible for providing sales, service, and support to the select Members for each sales team, as well as supporting Regional Directors, Member Advisors and prospective Members in key Member outreach functions.
Key duties include serving as the primary point of contact between Member Service activities and Member Advisors, while performing administrative functions such as data entry for leads and follow up on service work and making appointments.
Catholic United Financial is a member-owned, not-for-profit financial services company, connecting people of faith, protecting their future and generously impacting parishes, schools and communities since 1878.
We offer:
This is not a remote position - this position works in our Home Office in Arden Hills, MN.
Requirements
Our Sales Assistant:
QUALIFICATION REQUIREMENTS
To perform this Sales Assistant job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
As Catholic United sells financial products and services to Catholic members and prospective Catholic members, while you do not have to be Catholic, you must be generally aware of and comfortable with the religious practices and organization of the Roman Catholic Church.
EDUCATION, EXPERIENCE and OTHER
CERTIFICATES, LICENSES, REGISTRATIONS