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
We are professional, agile and professional.
Our work environment includes:
```Job Overview``` We are seeking a highly motivated and results-driven Sales Representative to join our team. As a Sales Representative, you will be responsible for generating new business opportunities and maintaining relationships with existing clients. This is an exciting opportunity to work in a fast-paced and dynamic sales environment. ```Responsibilities``` - Identify and pursue new sales leads through cold calling, networking, and referrals - Conduct product presentations and demonstrations to potential clients - Develop and maintain strong relationships with key decision-makers - Meet or exceed sales targets on a regular basis - Collaborate with the marketing team to develop effective sales strategies - Provide exceptional customer service to clients throughout the sales process - Stay up-to-date with industry trends and market conditions ```Experience``` - Previous experience in customer service, technical sales, or business development is preferred - Proven track record of achieving sales targets and driving revenue growth - Strong negotiation and closing skills - Excellent communication and interpersonal skills - Proficient in using Salesforce or similar CRM software - Bilingual in English and Spanish is a plus If you are a self-motivated individual with a passion for sales and a drive to succeed, we want to hear from you. Join our team today and take your career to the next level!
Job Type: Part-time
Pay: From $15.00 per hour
Expected hours: 20 – 30 per week
Benefits:
Compensation package:
People with a criminal record are encouraged to apply
Work Location: In person