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)
We are looking to add a new member to our team with a positive mindset, strong problem solving skills and desire to learn. We would like someone who is self-motivated, dependable and a people-oriented person as we serve individuals and families around the country with their insurance and financial needs.
Qualifications
· Excellent customer focus with 1-3 years preferred customer service experience
· Intermediate computer skills including Microsoft Office (Word, Excel & Outlook), and the ability to learn and navigate multiple technology platforms while interacting with clients and advisors.
· Excellent communication and problem-solving skills
· Comfortable working in a small office environment
· Must pass a background check and willing to have your fingerprints completed
· Willing and able to become licensed in the future
Responsibilities
· Greeting and assisting clients (phone and in-person) with a prompt friendly and professional manner.
· Core responsibilities are to provide clerical and administrative support to advisors which include but are not limited to:
o Assisting clients and prospective clients by handling account and billing inquiries, service requests and scheduling meetings
o Client outreach
o Electronic filing
o Record/profile maintenance
o Completing and processing account service paperwork for multiple platforms
o Running and sorting reports
· Maintain a well-groomed appearance and clean workspace as well as general office appearance management
Job Types: Full-time, Part-time
Pay: $20.00 - $25.00 per hour
Expected hours: 30 – 40 per week
Benefits:
Schedule:
Ability to commute/relocate:
Application Question(s):
Work Location: In person