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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Job Description
We are a high-powered insurance team with explosive growth. We are looking for licensed life insurance agents to join us. Even if you’re not licensed, our fast-track program will guide you through getting licensed in as little as a few weeks. We will also sponsor your pre-licensing classes for those who are a good fit.
Hybrid Sales Platform – Face to Face or Virtual (tele sales/zoom) available
No cold calling, door-to-door sales, or such. We have plenty of clients who are interested in our service, we just need help fulfilling orders.
-Some of our client's book appointments with you, some clients you have to reach out to book appointments with.
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0 Financial Retail Sales Assistant - Non-Registered jobs found in Killeen, TX area