Financial Retail Sales Assistant - Non-Registered jobs in Idaho

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)

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Financial Sales Assistant
  • Frontier Credit Union
  • Idaho Falls, ID FULL_TIME
  • Description

    Position Overview:

    The Financial Sales Assistant primary responsibility is to support the financial advisor(s) by working with the advisors directly, the members and prospective members, and with the 3rd party partners/vendors, to create and maintain an effective and efficient processes to successfully help members with all their investment and financial planning needs. This is an onsite position. 


    Essential Functions:

    • Service existing clients with deposits, withdrawals, transfers, and general servicing of accounts.
    • Assist members with setting up IRA’s and Roth IRA’s .
    • Primarily responsible for completing all paperwork relating to opening accounts
    • Process service requests (deposit, withdrawal, transfer, etc.)
    • Review paperwork for completeness before submission
    • Submit paperwork (Amer Funds, WULA, etc.)
    • Research, prepare, and submit death claims
    • Answer phones, return phone calls, check voicemails, respond to emails, check and sort incoming mail
    • Schedule appointments for advisor/maintain advisor’s branch visit calendar
    • Schedule vehicles for advisor’s travel days
    • Track and report referrals
    • Organize, create, and send annual review letters
    • Travel to other CU branches and/or work conferences
    • Assist in event planning
    • Welcome walk-ins and know how to direct their questions and/or concerns
    • Promotes goodwill and conveys a positive image of the Credit Union.
    • Ensures that work area is clean, secure, and well maintained.
    • Understands, applies, and complies with all Credit Union Policies and Procedures, State and Federal laws and regulations, and adheres to requirements set forth by the Bank Secrecy Act (BSA)

    Requirements

    • High school diploma or equivalent
    • At least one year of related experience working in a financial institution
    • Ability to communicate well verbally and in writing; Some public speaking may be required
    • Solid computer skills, analytical mindset, ability to research, and problem-solving skills
    • Operate a computer with proficiency of MS Office; perform basic math calculations
    • Communicate with courtesy, tact, and diplomacy in person and over the phone
    • Perform job functions independently with limited supervision. Work effectively on own and as part of team
    • Calmly and professionally handle different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service
    • Serve as a positive representative of Frontier by displaying pleasant interactions inside and outside of work
    • Demonstrate extreme accuracy and quality, effectively handle multiple tasks and changing priorities, and exercise highest level of discretion on both internal and external matters
    • Reports to work regularly; maintains reliable and timely attendance
    • Series 6 and 63 license preferred
    • Bilingual (English/Spanish) preferred

    Physical Requirements:

    Bend, sit, or stand to perform primarily sedentary work with limited physical exertion; occasional lifting up to 10 lbs. Operate routine office equipment including computer terminals, keyboards, telephones, copiers, and calculators. Work on computer for up to 8 hours per day. Some may locations require ability to climb or descend stairs with minimal assistance in emergency situations.

  • 11 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Sandpoint, ID PART_TIME
  • As a Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and have our...
  • 1 Month Ago

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Retail Sales Merchandiser
  • Apex Sales and Marketing
  • Pocatello, ID PART_TIME
  • Looking for a Retail Sales Merchandiser to oversee in-store execution across food retailers. This position will mainly entail communicating effectively with store/ department managers, securing distri...
  • 3 Days Ago

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Retail Sales Merchandiser
  • Apex Sales and Marketing
  • Idaho Falls, ID PART_TIME
  • Looking for a Retail Sales Merchandiser to oversee in-store execution across food retailers. This position will mainly entail communicating effectively with store/ department managers, securing distri...
  • 3 Days Ago

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SAS in Walmart - Retail Sales Representative
  • SAS Retail
  • Hayden, ID FULL_TIME
  • Why us? SAS Retail Services is part of the largest retail services company in the US, working with major consumer brands in Walmart stores in your area. We display it, we move it, and we track it! Sta...
  • 21 Days Ago

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Merchandiser Retail Sales
  • Premium Retail Services
  • COEUR D ALENE, ID FULL_TIME
  • OverviewThe Retail Merchandiser provides retail sales merchandising coverage and coverage of retail special projects for an assigned retail territory. They are responsible for representing ACOSTA and ...
  • 20 Days Ago

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Financial Services Sales Professional
  • New York Life - Reno
  • Reno, NV
  • Are you a motivated people person looking for the chance to break into a new industry? If the answer is yes, we are look...
  • 3/28/2024 12:00:00 AM

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Entry-Level Financial Service Sales Professional
  • New York Life - North Dakota
  • Fargo, ND
  • New York Life in Fargo, ND is seeking a dedicated individual to join us as an Entry-Level Financial Service Sales Profes...
  • 3/28/2024 12:00:00 AM

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Financial Sales Representative
  • The Western and Southern Life Insurance Company
  • Charlotte, NC
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 3/27/2024 12:00:00 AM

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Financial Sales Representative
  • New York Life Insurance Company
  • Melville, NY
  • FINANCIAL SALES REPRESENTATIVE For those with an entrepreneurial spirit who desire unlimited income potential and a flex...
  • 3/27/2024 12:00:00 AM

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Financial Sales Representative
  • Northwestern Mutual
  • Garden City, NY
  • Our financial representatives at Northwestern Mutual – Garden City help clients reach their goals by developing and impl...
  • 3/26/2024 12:00:00 AM

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Financial Sales Representative
  • Northwestern Mutual
  • Minnetonka, MN
  • Job Description-Financial Advisor Choose a career where changing someone else’s life for the better is also life-changin...
  • 3/25/2024 12:00:00 AM

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Financial Sales Representative
  • Northwestern Mutual
  • If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financi...
  • 3/24/2024 12:00:00 AM

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Financial Sales Representative
  • Premium Merchant Funding
  • Miami, FL
  • Job Description As one of the world's most versatile private funders, Premium Merchant Funding finances and supplies sma...
  • 3/24/2024 12:00:00 AM

Idaho (/ˈaɪdəhoʊ/ (listen)) is a state in the northwestern region of the United States. It borders the state of Montana to the east and northeast, Wyoming to the east, Nevada and Utah to the south, and Washington and Oregon to the west. To the north, it shares a small portion of the Canadian border with the province of British Columbia. With a population of approximately 1.7 million and an area of 83,569 square miles (216,440 km2), Idaho is the 14th largest, the 12th least populous and the 7th least densely populated of the 50 U.S. states. The state's capital and largest city is Boise. Idaho p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Non-Registered jobs
$39,143 to $49,834

Financial Retail Sales Assistant - Non-Registered in Chattanooga, TN
Sales assistants also answer inquiries and concerns the customer may have related to the product that they offer.
January 21, 2020
Financial Retail Sales Assistant - Non-Registered in Evansville, IN
The primary duties and responsibilities of non-registered retail sales assistant are as follows.
February 04, 2020
Financial Retail Sales Assistant - Non-Registered in Miami, FL
Non-registered financial retails sales assistant may also serve as a liaison officer between registered representatives and their clients.
February 08, 2020