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)
Summary /Objective
Achieve sales goals and develop client and community relationships by providing a consistently high level of customer service. In this role, you will be accountable for achieving sales targets while complying with all company policies, procedures, and directives.
This position is located in Roosevelt Field Mall.
Position Responsibilities and Accountabilities:
Sales
Customer Service
Operations
Merchandising / Visual
Qualifications and Competencies:
Education and Experience:
Job Type: Full-time
Pay: $18.00 - $22.00 per hour
Benefits:
Shift:
Weekly day range:
Ability to Relocate:
Work Location: In person
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0 Financial Retail Sales Assistant - Registered jobs found in Jersey City, NJ area