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)
Bandera Financial is seeking a dedicated, driven sales & sales management professional to join our organization. The individual we are looking for NEEDS to possess the following "traits". If you do not possess the following, please do not apply.
We VALUE our people, and it shows. This particular position's benefits are as follows:
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Bandera Financial is a leading supplemental health and life insurance provider for middle-income American families. What separates us from the typical insurance job is our support and training throughout your career. On top of that, our goal isn't to simply hire someone to fill a sales position. Quickly developing motivated, like-minded individuals into a leadership position is what enables us to continue a track record of growth. Everything we do is team oriented and centered around quick advancement through our leadership ranks. We do this by hiring one quality person at a time, giving focused training and support and following up with continued leadership training.
If you feel like you would be a good candidate to interview for this spot, we look forward to having a conversation with you.
Job Type: Full-time
Pay: $75,000.00 - $125,000.00 per year
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Work Location: In person
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