Financial Retail Sales Assistant - 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 product questions, make changes to accounts, open new accounts, and receive orders. Being a Financial Retail Sales Assistant - Registered may execute orders from existing clients. 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 - Registered coordinates referrals, sales appointments, and requests for information. Has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Depending on the product's sold, may also require completion of FINRA Series 7 General Securities Representative qualification. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Registered work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Financial Retail Sales Assistant - Registered typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Spieldenner Financial Group is seeking independent, motivated, career-minded individuals to join our Mortgage Protection team. Our team members help American families protect their largest asset: the ability to make an income.
Our proven system includes extraordinary mentorship, training, and support that allows our agents to have a competitive edge in the industry.
Job Duties:
Qualifications:
We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn’t everything for this position.
Availability:
Work-life balance is the foundation on which this company was founded. This work from home role is designed to give you a healthy balance of the two. We have immediate openings for the following roles:
About Us:
Spieldenner Group is a part of the fastest-growing insurance organization in the country.
Among the INC 5000s fastest-growing private companies.
Voted Top Company Culture by Entrepreneur Magazine
If this sounds like a place you could plant your flag, we invite you to apply!
*Equal opportunity, not equal outcome.
No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system, and the insurance needs of the customers in the geographic areas in which you choose to work.
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