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)
About us
SFG is a family business in the securities industry that focuses on investing in our clients, and our staff. We are 100% referral based and can't keep up with all the new opportunities coming to us (hence the opening). Here, we succeed by helping you succeed.
You will be expected to:
No experience necessary. We are willing to train candidates with attributes listed above. Candidates with 2 years experience in all of the basics and some of the below may be eligible for a higher pay range:
The job is fast paced and challenging, but incredibly fulfilling, and one you can make a career of.
Job Type: Full-time
Pay: $16.50 - $21.00 per hour
Expected hours: 40 per week
Benefits:
Schedule:
Experience:
Ability to Relocate:
Work Location: In person