Financial Retail Sales Assistant - Non-Registered jobs in Suffolk, VA

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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Registered Sales Assistant
  • Langley Financial Services
  • Newport, VA FULL_TIME
  • Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley.

    Langley Federal Credit Union is one of the 100 largest credit unions in the United States with over $5B in assets and over 351,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia.

    Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental, and vision plans in addition to:

    Investing in You:

    • Educational Assistance, encompassing books, lab fees, registration costs, and more.
    • Support for Student Loan Repayment.
    • Abundant Career Growth Opportunities.

    Time Off That Matters:

    • Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap.
    • Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too!
    • Paid Sick Time for all team members.

    Financial Security:

    • Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option.
    • Company-covered short- and long-term disability insurance.
    • Complimentary Life Insurance and the choice of additional Voluntary Life Insurance.
    • Flexible Health Care and Dependent Care benefits.

    Langley Federal Credit Union is currently hiring for a Full Time Registered Sales Assistant to work on-site from our Oyster Point Branch located in Newport News, VA.

    Job Summary:

    The Registered Sales Assistant enhances the client experience by providing exceptional client service, supporting department functions as needed, assisting in safeguarding client assets, and serving as administrative, sales and operational support to Investment Adviser Representatives. The Assistant builds positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals.

    Essential Functions, Duties, and Responsibilities:

    • Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects.
    • Research and respond to client inquiries and/or problems of clients, including account change requests; escalate issues as appropriate.
    • Assist with phone calls to prospects and clients, schedule all client-related appointments, and coordinate client mailings/invitations.
    • Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian system.
    • Research, follow-up, and resolve client inquiries and problems through effective interaction with clients, account custodians, professional consultants, and other staff in a timely and professional manner.
    • Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
    • Prepare and ensure new business paperwork processes that may include preparing forms, obtaining appropriate signatures, preparing documentation and facilitating rollovers.
    • Review client financial statements, documents and other data.
    • Act as liaison between branch services and investment services team.
    • Coordinate marketing activities such as client appreciate events, educational seminars, and client outreach via marketing software.

    Qualifications:

    • Minimum 3 years previous experience as an Investment Admin, or similar experience in a client facing support role with an investment/wealth management company
    • Series 7 required or ability to obtain in 120 days
    • Series 63, 65 or 66 as required by state or ability to obtain in 120 days.
    • Virginia Life, Health, and Annuities license or ability to obtain in 120 days.

    Our Keys to Success:

    • Service Champion – Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
    • Langley Ambassador – Demonstrates a passion for Langley’s vision, encouraging diversity, equity and inclusion while considering Langley’s values when making decisions and taking accountability for delivering results.
    • Agile in Action – Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
    • Team Driven – Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
    • Continuous Learner – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

    Physical Requirements:

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this Job, the employee is frequently required to sit, use hands to handle or feel, reach with arms, and talk or hear. The employee is occasionally required to walk, stand, taste or smell, and stoop, kneel, crouch, or crawl. Occasional lifting up to 10 pounds is required. Specific vision requirements for the job include close vision (at 20 inches or less), distance vision (20 feet or more), and color vision.

    We look forward to receiving your application and eagerly anticipate the opportunity to learn more about your qualifications and aspirations. Your unique perspective and skills could be a valuable addition to our team. We're excited to delve deeper into your background and potential fit with our company culture. Thank you for considering joining us on this journey, and we can't wait to get to know you better!


    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

  • 10 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Williamsburg, VA 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...
  • 28 Days Ago

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Retail Sales Technology Associate
  • Staples Retail
  • Williamsburg, VA PART_TIME
  • As a Tech 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 hav...
  • 1 Month Ago

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Merchandiser Retail Sales
  • Premium Retail Services
  • SALUDA, VA 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 ...
  • 1 Day Ago

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Retail Sales & Marketing Assistant
  • Royal Executives Inc.
  • Newport, VA FULL_TIME
  • Are you passionate about branding, marketing, and sales and are ready to kickstart your career? If you answered yes, we’re looking for YOU to become our newest Retail Sales & Marketing Assistant! Ther...
  • 12 Days Ago

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Wireless Retail Sales Associate - W1759
  • OSL Retail Services Inc
  • GLOUCESTER, VA OTHER
  • Overview WIRELESS SALES ASSOCIATE (MOBILE EXPERT) - EARN UP TO $18/hr (and potential to make more!) Who are we? OSL is a dynamic, people-driven company providing outsourced sales services for some of ...
  • 16 Days Ago

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0 Financial Retail Sales Assistant - Non-Registered jobs found in Suffolk, VA area

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Territory Account Manager
  • Truck Enterprises
  • Chesapeake, VA
  • Bring your skills to the 2020 Kenworth Dealer of the Year! Truck Enterprises, Inc. along with Kenworth Sales Co., a 34-l...
  • 3/28/2024 12:00:00 AM

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Consumer Loan Sales Specialist
  • OneMain Financial
  • Suffolk, VA
  • At OneMain, Consumer Loan Sales Specialists empower customers listening to their needs and providing access to friendly,...
  • 3/26/2024 12:00:00 AM

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Commercial Sales Manager
  • AutoZone, Inc.
  • Portsmouth, VA
  • The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM dev...
  • 3/26/2024 12:00:00 AM

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Sales Manager
  • PR Financial
  • Chesapeake, VA
  • Searching for a position with a reputable company in which you can lead others and make a difference? We are looking for...
  • 3/26/2024 12:00:00 AM

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Commercial Sales Manager
  • AutoZone, Inc.
  • Norfolk, VA
  • The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM dev...
  • 3/26/2024 12:00:00 AM

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Part Time Sales Associate
  • ACE Cash Express
  • Portsmouth, VA
  • WHY ACE? You build connections with customers, whether they visit our store one time or for several years to come. Insta...
  • 3/25/2024 12:00:00 AM

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Sales Associate
  • ACE Cash Express
  • Portsmouth, VA
  • WHY ACE? You build connections with customers, whether they visit our store one time or for several years to come. Insta...
  • 3/25/2024 12:00:00 AM

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National Sales Manager
  • PR Financial
  • Chesapeake, VA
  • P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the i...
  • 3/25/2024 12:00:00 AM

Suffolk is an independent city in the Commonwealth of Virginia. As of the 2017 census, the estimated population was 90,237. It is the largest city in Virginia by boundary land area as well as the 14th largest in the country. Suffolk is located in the Hampton Roads metropolitan area which also includes the independent cities of Chesapeake, Hampton, Newport News, Norfolk, Portsmouth, and Virginia Beach, as well as other smaller cities, counties, and towns of Hampton Roads. With miles of waterfront property on the Nansemond and James River, present day Suffolk was formed in 1974 after consolidati...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Non-Registered jobs
$39,675 to $50,510
Suffolk, Virginia area prices
were up 1.2% from a year ago

Financial Retail Sales Assistant - Non-Registered in Houston, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
December 20, 2019
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Financial retail sales assistant – non-registered job description includes administrative support roles to registered representatives.
December 16, 2019
Financial Retail Sales Assistant - Non-Registered in Middlesex, NJ
Non-registered sales assistants are commonly seen selling products in physical stores.
December 13, 2019