Financial Retail Sales Assistant - Registered jobs in Gastonia, NC

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)

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National Sales Manager
  • PR Financial
  • Gastonia, NC FULL_TIME
  • P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more. P. R. Financial is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!

    Our approach is simple. We believe in our people, we provide them a platform, we train them how to be amazing, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees. Apply today!
    Job Responsibilities:
    • Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
    • Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
    • Ensure all paperwork is up to date while maintaining records and bookkeeping.
    Job Qualifications:
    • Great interpersonal, communication, leadership, and management skills
    • Must be 18 years or older
    • Active driver's license
    • Must be coachable, detail-oriented, and a team player.
    • Possesses outstanding interpersonal and communication skills.
    • An active Life Health insurance license is a strong bonus but not required.
    • Previous customer service preferred
    Job Type: Full-time
    Pay: $71,078.00 - $155,108.00 per year

    Benefits:
    • Flexible schedule
    • Work from home
    Schedule:
    • Monday to Friday
    • Weekends as needed
    Supplemental pay types:
    • Bonus opportunities
    • Commission pay
    Experience:
    • Sales: 2 years (Required)
    Language:
    • English (Required)
    • Spanish (Preferred)
    License/Certification:
    • Life Insurance License (Required)
    Work Location: In person

  • 2 Days Ago

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National Sales Manager
  • PR Financial
  • Hickory, NC FULL_TIME
  • P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor an...
  • 9 Days Ago

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Insurance Sales Rep
  • PRT Financial
  • Hickory, NC FULL_TIME
  • About the Insurance Sales Rep position:We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You will identify t...
  • 11 Days Ago

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Financial Assistant
  • A Caring Alternative
  • Morganton, NC FULL_TIME
  • Job Location: MorgantonPosition Type: Full timeWe offer a $3,000 sign on bonus with this position!Education and Experience Required:High School Diploma or equivalent2 years account experienceExcellent...
  • 1 Month Ago

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Insurance Sales Rep - Entry Level
  • PRT Financial
  • Hickory, NC FULL_TIME
  • About the Insurance Sales Rep position: We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You will identify ...
  • 11 Days Ago

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Project Manager/Administrative Assistant
  • Quinn Sales Inc.
  • Gastonia, NC FULL_TIME
  • Job Description- Actively seeking a highly talented, experienced and motivated Project Manager Administrative Assistant for immediate employment in our growing Gastonia, NC office. Main Job Tasks and ...
  • Just Posted

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0 Financial Retail Sales Assistant - Registered jobs found in Gastonia, NC area

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Financial Sales Representative
  • The Western and Southern Life Insurance Company
  • Charlotte, NC
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 3/27/2024 12:00:00 AM

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Financial Sales Representative (FSR) - Charlotte Morehead
  • Southstatebank
  • Charlotte, NC
  • ** Financial Sales Representative (FSR) - Charlotte Morehead** **Job Category****:** Financial Services Representative *...
  • 3/26/2024 12:00:00 AM

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Commercial Sales Manager
  • AutoZone, Inc.
  • Dallas, NC
  • 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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Commercial Sales Manager
  • AutoZone, Inc.
  • Belmont, NC
  • 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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RV Sales, Earn $60,000 - $100,000+, Award Winning Dealer!
  • Campers Inn RV of Kings Mountain
  • Kings Mountain, NC
  • 615 Broadview Drive, Kings Mountain, NC 28086 RV SALES ASSOCIATE Excellent Income Potential: $60,000 - $100,000+ a Year!...
  • 3/26/2024 12:00:00 AM

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sales Associate
  • Ascena Retail Group, Inc.
  • Charlotte, NC
  • About us Ann Taylor embodies and celebrates the spirit, heritage, and confidence of American women leading the lives the...
  • 3/26/2024 12:00:00 AM

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Commercial Sales Manager
  • AutoZone, Inc.
  • Cherryville, NC
  • 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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Seasonal Sales Associate - Charlotte Premium 1160
  • Pacsun
  • Charlotte, NC
  • Overview: Purpose: The Seasonal Sales Associate is responsible for generating sales through exhibiting passion for produ...
  • 3/25/2024 12:00:00 AM

Gastonia is the largest city in and county seat of Gaston County, North Carolina, United States. It is also the second largest satellite city of the Charlotte area, behind Concord. The population was 71,741 at the 2010 Census. In 2016, the population had increased to 75,536. Gastonia is the 13th largest city in North Carolina. It is part of the Charlotte metropolitan area, officially designated the Charlotte Metropolitan Statistical Area (MSA). Gastonia has experienced steady growth, with a population increase between 2000 and 2010 of nearly 8.2%, according to the U.S. Census Bureau. According...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$52,974 to $95,109
Gastonia, North Carolina area prices
were up 1.5% from a year ago

Financial Retail Sales Assistant - Registered in Newport News, VA
Sales assistants also answer inquiries and concerns the customer may have related to the product that they offer.
January 11, 2020
Financial Retail Sales Assistant - Registered in Billings, MT
Non-registered sales assistants are commonly seen selling products in physical stores.
January 11, 2020
Financial Retail Sales Assistant - Registered in Pocatello, ID
It is also the duty and responsibility of financial retail sales assistant to create reports for the sales forces, regarding sales results, team earnings, and market conditions.
March 02, 2020