Financial Retail Sales Assistant - Registered jobs in Montana

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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Financial Sales Representative
  • Strategic Financial Solutions
  • Montana, MT OTHER
  • Overview

    Schedule: Monday-Friday, 10am-7pm

     

    Join an industry that directly benefits from the market we are in! Timing is everything. Does a job in an industry that is BOOMING get you excited?

     

    How about a role requiring hard work but has unlimited earning potential?   

     

    If the answers to these questions were “YES!” then you may have just found the right role.

     

    Strategic is looking for Financial Consultants to join our family of highly motivated, fun-loving individuals who care for one another and for our clients, and want to make as much money as possible.  

     

    As a Financial Consultant, you will listen and engage with our clients with an empathetic ear and consult with them in their quest for financial freedom. If you're looking to jumpstart or develop your career in sales in a fun, rapidly growing environment, we want to hear from you. Sound perfect? We think so!

     

    $100K Earning Potential 1st Year!! $45K Base Commissions!!

    Responsibilities

    • ZERO cold calling! Receive and work warm leads from interested and responsive clients
    • Maintain your pipeline and self-schedule to maximize consulting opportunities
    • Meet specified daily metrics and monthly targets
    • Empathize with clients to understand their financial situation and identify the option that is most appropriate for them and their families

    Qualifications

    • Minimum 2 years of previous sales or remote sales experience
    • Experience using CRM platforms and the ability to navigate between several systems simultaneously
    • A hunger for success, positive attitude and desire to learn
    • Strong active listening skills with a focused empathetic and consultative ear
    • Ability to work in a fast-paced environment
    • Sales experience is a plus
    • Willing to work evenings (maximizes your earning potential)
    • Bachelors or Associates Degree

     

    Employee Benefits:

    • Health, Vision, and Dental Insurance with company contribution
    • Paid Time Off, Volunteer Days, and Six Paid Holidays
    • 401(k) with company match
    • Employee Stock Ownership Program (ESOP)
    • Life Insurance
    • Short/Long Term Disability
    • Commuter Benefits
    • Gym benefits

     

    The Fun Stuff:

    • Ultra-Competitive pay structure: $45,000 plus commissions
    • Paid Training
    • Heavy emphasis on training and development through introductory and ongoing sales training as well as industry/professional training programs
    • Daily, weekly, and monthly team and individual contests and spiffs
    • Participation in Strategic Dreams program which makes several employee’s dreams come true each quarter
    • In Office and Off-Site Social Events

     

    A Little About Strategic:Strategic Financial Solutions is an award-winning financial services firm dedicated to helping people live a financially healthy life through the products and services we offer.

     

    We were recently named as one of the Best Companies to Work for in New York State for the 7th time. Additional honors include being named, two times, as one of the 50 fastest growing companies in New York City and to the prestigious Inc. 500 list as one of the 500 fastest growing companies in the United States. Strategic has offices in Manhattan and Buffalo, to house our rapidly growing family of over 800 associates. We are proud to be a 100% employee-owned company.  With a common goal in mind, our team shares in the financial rewards of Strategic’s success through long-term stock ownership. In June 2023 we proudly celebrated our 16th anniversary. 

     

    Strategic is committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as a company. 

     

    ***NOTE: further correspondence on your candidacy will come via email. Please be aware that emails may go to spam/promotions folders depending upon your account settings.

     

    Please mark @talent.icims.com as a safe sender to ensure recruiter emails don't go to spam​

     

  • 1 Month Ago

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Retail Sales Associate
  • Staples Retail
  • Missoula, MT PART_TIME
  • As a Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and have our...
  • 16 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Butte, MT PART_TIME
  • As a Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and have our...
  • 16 Days Ago

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Retail Sales Technology Associate
  • Staples Retail
  • Butte, MT PART_TIME
  • As a Tech Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and hav...
  • 16 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Bozeman, MT PART_TIME
  • As a Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and have our...
  • 8 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Great Falls, MT PART_TIME
  • As a Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and have our...
  • 21 Days Ago

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Financial Sales Representative
  • Allstate
  • We are looking for talent in Rhode Island....We have immediate opportunities and access to existing books of business. W...
  • 4/19/2024 12:00:00 AM

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Financial Sales Representative
  • Northwestern Mutual
  • If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financi...
  • 4/18/2024 12:00:00 AM

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Financial Sales Advisor
  • Northwestern Mutual
  • Austin, TX
  • LOCAL candidates only. Must live in Austin metro area or already plan to be moving here. Finance or sales experience not...
  • 4/18/2024 12:00:00 AM

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Financial Sales Representative
  • Northwestern Mutual
  • Minnetonka, MN
  • Job Description-Financial Advisor Choose a career where changing someone else’s life for the better is also life-changin...
  • 4/17/2024 12:00:00 AM

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Financial Sales Representative
  • AMG B Group
  • Greensboro, NC
  • Job Description Job Description Seeking experienced Insurance agents with 1 year of experience and/or sales experience i...
  • 4/17/2024 12:00:00 AM

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Financial Sales Representative
  • AMG B Group
  • Fort Lauderdale, FL
  • Job Description Job Description Seeking experienced Insurance agents with 1 year of experience and/or sales experience i...
  • 4/17/2024 12:00:00 AM

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Financial Sales Representative
  • AMG B Group
  • Las Vegas, NV
  • Job Description Job Description Seeking experienced Insurance agents with 1 year of experience and/or sales experience i...
  • 4/17/2024 12:00:00 AM

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Financial Sales Advisor
  • Northwestern Mutual
  • Austin, TX
  • LOCAL candidates only. Must live in Austin metro area or already plan to be moving here. Finance or sales experience not...
  • 4/16/2024 12:00:00 AM

Montana (/mɒnˈtænə/ (listen)) is a landlocked state in the Northwestern United States. Montana has several nicknames, although none are official, including "Big Sky Country" and "The Treasure State", and slogans that include "Land of the Shining Mountains" and more recently "The Last Best Place". Montana is the 4th largest in area, the 8th least populous, and the 3rd least densely populated of the 50 U.S. states. The western half of Montana contains numerous mountain ranges. Smaller island ranges are found throughout the state. In all, 77 named ranges are part of the Rocky Mountains. The easte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$50,555 to $90,769

Financial Retail Sales Assistant - Registered in Spartanburg, SC
Whenever non-registered sales assistants need help, they can rely on registered sales assistants support.
February 02, 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
Financial Retail Sales Assistant - Registered in Billings, MT
Non-registered sales assistants are commonly seen selling products in physical stores.
January 11, 2020