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)
Our local agency is growing, and we are looking for the right candidate to help train, mentor, and develop a successful sales team here in South Mississippi. At Colonial Life, we are committed to helping local businesses create the best benefit packages for their business and their employees. With a consultative approach, we focus on helping to identify areas of need and position strategies that are customized to each specific client.
Responsibilities include:
· Mentoring and developing a sales team
· Sourcing, interviewing, and selecting quality individuals
· Conducting field training
· Building and maintaining relationships with potential and existing clients
· Helping to facilitate team meetings and other training exercises
Qualities that we are looking for include:
· Hardworking
· Professional
· Passionate about helping others
· Attention to detail
· Team Player
· Coachable
· Ability to lead and motivate
This is an independent contractor opportunity in which you are in business for yourself, but not by yourself. Membership in Association of Insurance Professionals (AIP) gives you access to an array of benefits and discounts. Any income range associated with this posting represents the potential earnings available to you as a business owner in this role; not a guaranteed salary. All earnings in this role are sales results based and uncapped, with a tremendous potential for growth.
Job Type: Contract
Pay: $34,500.00 - $70,000.00 per year
Schedule:
Work Location: In person
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