Financial Retail Sales Assistant - Non-Registered jobs in Montana

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 Administrative Assistant
  • McKenna Financial
  • Bozeman, MT PART_TIME,FULL_TIME
  • 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:

    • Flexible schedule
    • Health insurance
    • Life insurance
    • Paid time off
    • Retirement plan

    Schedule:

    • Monday to Friday

    Ability to commute/relocate:

    • Bozeman, MT 59715: Reliably commute or planning to relocate before starting work (Preferred)

    Application Question(s):

    • Can you work regular part time hours throughout the week/year?

    Work Location: In person

  • 11 Days Ago

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Financial Sales Representative
  • Strategic Financial Solutions
  • Montana, MT OTHER
  • Overview Schedule: Monday-Friday, 10am-7pm Join an industry that directly benefits from the market we are in! Timing is everything. Does a job in an industry that is BOOMING get you excited? How about...
  • 21 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Kalispell, MT 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...
  • 25 Days Ago

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Retail Sales Merchandiser
  • Apex Sales & Marketing
  • Missoula, MT PART_TIME
  • POSITION SUMMARYLooking for a Retail Sales Merchandiser to oversee in-store execution across food retailers. This position will mainly entail communicating effectively with store/ department managers,...
  • 2 Days Ago

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Retail Sales Merchandiser
  • Apex Sales & Marketing
  • Billings, MT PART_TIME
  • POSITION SUMMARYLooking for a Retail Sales Merchandiser to oversee in-store execution across food retailers. This position will mainly entail communicating effectively with store/ department managers,...
  • 2 Days Ago

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SAS in Walmart - Retail Sales Representative
  • SAS Retail
  • Great Falls, MT 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...
  • 5 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

Montana (/mɒnˈtænə/ (listen)) is a landlocked state in the Northwestern United States. Montana has several nicknames, although none are official, including "Big Sky Country" and "The Treasure State", and slogans that include "Land of the Shining Mountains" and more recently "The Last Best Place". Montana is the 4th largest in area, the 8th least populous, and the 3rd least densely populated of the 50 U.S. states. The western half of Montana contains numerous mountain ranges. Smaller island ranges are found throughout the state. In all, 77 named ranges are part of the Rocky Mountains. The easte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Non-Registered jobs
$38,542 to $49,068

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