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)
Our company is expanding and is seeking individuals to be part of our organization's leadership and sales team. We are looking to continue to grow our presence in Missouri. We offer competitive compensation, advancement and a position to make an impact.
Our Company offers:
Sell something that MATTERS. Offering our products you will experience….
We provide:
We could be the right fit, if you:
To learn more about how you can make our career your last, APPLY NOW.
Specifics on daily responsibilities and job description will be covered more in detail in the interview process. Our career is customizable for the right person. We look forward to a conversation with you to see if you are it!!
APPLY NOW and to get your future started.
Job Type: Full-time
Pay: $75,000.00 - $125,000.00 per year
Benefits:
Compensation package:
Schedule:
Travel requirement:
Education:
Experience:
License/Certification:
Ability to Relocate:
Work Location: In person