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)
The Retail Merchandiser provides retail sales merchandising coverage and coverage of retail special projects for an assigned retail territory. They are responsible for representing ACOSTA and our principals through store coverage and executing objectives as set forth by their Manager to achieve superior in-store results in an assigned territory. Point of sale interaction is required and the ability to significantly and positively impact sales volume of the assigned product as a result.
The incumbent(s) in this position should exhibit the following Acosta values:
People Minded – Must show dignity and respect to all people
Integrity – Must exemplify the highest degree of ethical behavior
Results Oriented – Must show passion, pride and commitment to succeed
Trust – Must be honest, sincere and confident
Teamwork – Must build trusting relationships
Innovation – Must progress through a combination of creativity, common sense and vision
Balance – Must maintain an optimistic attitude and keep perspective on what is important in life.
Essential Functions:
Education Requirements:
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Knowledge, Skills and Abilities Requirements:
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