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)
We are a dynamic and forward-thinking financial services firm that believes in empowering individuals to take control of their financial future. As a Financial Representative, you will have the opportunity to build your own business within our supportive and growth-oriented environment. We embrace innovation, creativity, and a passion for helping others achieve financial success.
Position Overview: As a Financial Representative, you will be a key player in shaping the financial destinies of individuals and businesses alike. This is a 100% commission-based role, providing you with the autonomy to determine your own success. We offer a unique platform for ambitious individuals who thrive in a results-driven and entrepreneurial environment.
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Why Join Us:
How to Apply: If you are ready to take control of your financial future and help others do the same, we want to hear from you!
Job Types: Full-time, Part-time
Expected hours: No less than 5 per week
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Work Location: Hybrid remote in Overland Park, KS 66212