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 Planning firm looking for motivated sales assistant to make outbound calls to potential leads and schedule appointments. Training, scripts, and leads lists will be provided.
Time commitment is approximately 2 hours per day (10 hrs/week).
Successful candidates earn $400-800 per week working 2 hours per day.
Ideal for a college student, intern, or anyone looking to make great extra money in their spare time.
Must be comfortable on the phone, outgoing, professional, personable, and have a good work ethic.
Excellent bonus pay incentives offered for performance!
Job Type: Part-time
Pay: $10.00 - $15.00 per hour
Expected hours: No less than 10 per week
Schedule:
Supplemental pay types:
Experience:
Work Location: In person
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0 Financial Retail Sales Assistant - Registered jobs found in Chapel Hill, NC area