Financial Retail Sales Assistant - Non-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 basic product questions, make changes to accounts, and open new accounts. Being a Financial Retail Sales Assistant - Non-Registered coordinates but does not execute orders. 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 - Non-Registered tracks referrals, schedules sales appointments, and fulfills requests for information. Has a basic knowledge and understanding of the firm's product offerings. Typically requires an associate degree. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Non-Registered works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Retail Sales Assistant - Non-Registered typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Financial Planning firm looking for motivated sales assistant to make outbound calls to potential leads and schedule appointments. Training, scripts, and leads lists will be provided.
Time commitment is approximately 2 hours per day (10 hrs/week).
Successful candidates earn $400-800 per week working 2 hours per day.
Ideal for a college student, intern, or anyone looking to make great extra money in their spare time.
Must be comfortable on the phone, outgoing, professional, personable, and have a good work ethic.
Excellent bonus pay incentives offered for performance!
Job Type: Part-time
Pay: $10.00 - $15.00 per hour
Expected hours: No less than 10 per week
Schedule:
Supplemental pay types:
Experience:
Work Location: In person
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0 Financial Retail Sales Assistant - Non-Registered jobs found in Durham, NC area