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)
FINANCIAL SERVICE ASSISTANT
Part time (18-24 hours per weeks) in Greensboro, NC
Flexible opportunity within the financial services industry.
Looking for a highly organized and motivated individual interested in a long-term opportunity helping shape an already successful financial and insurance services practice. Individual must be detail and service oriented, an effective communicator, and able to prioritize and manage multiple projects.
The following attributes are necessary for this position:
· Strong verbal and written communication skills
· Good listener
· Enjoys working with the public, providing excellent client service
· Cool and calm under pressure
· Proficient in technology platforms, including Microsoft Outlook, Word, and Excel
· Problem solving skills, ability to anticipate and understand future steps necessary to accomplish tasks
· Excellent organizational skills, great attention to detail, and follow through.
· Professionalism and enthusiasm.
Work responsibilities include the following:
· Manage incoming calls
· Prepare for client meetings
· Enter notes and tasks in CRM
· Complete follow-up tasks in CRM timely.
· Maintain and organize client records
· Handle client service issues as they arise
· Handle client meeting follow-up tasks as delegated
· Track and manage application processes, including insurance underwriting process
Hours and pay may be increased if individual demonstrates ability to handle a higher level of responsibility.
Job Type: Part-time
Pay: $23.00 - $30.00 per hour
Expected hours: 15 per week
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Work Location: In person
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0 Financial Retail Sales Assistant - Registered jobs found in Burlington, NC area