Financial Retail Sales Assistant - Registered jobs in Kentucky
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)
Recently Added Financial Retail Sales Assistant - Registered jobs
- Capitas Financial
-
Louisville, KY
FULL_TIME
-
Qualifications:
- Proven computer efficiency with Microsoft Office and Excel
- Professional appearance and demeanor
- Demonstrated customer service skills
- Ability to manage multiple tasks with competing priorities
- Positive team-focused attitude
- LIfe Insurance Knowledge a Plus
Responsibilities:
- The selected individual will have the opportunity to provide customer service to our staff and our clients
- Provide administrative support to our team to build stronger relationships with our clients
Job Description:
- The position will require a self starter to assist Account Managers with account servicing and sales. The Assistant will be the day-to-day link between the Account Manager, the client and the insurance companies within the agency demonstrating communication, organizational and time management skills.
Job Type: Full-time
Pay: $18.00 - $20.00 per hour
Expected hours: 40 per week
Schedule:
- Day shift
- Monday to Friday
Work Location: In person
- 2 Days Ago
- Staples Retail
-
Bowling Green, KY
PART_TIME
- As a Print Specialist, 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 solutio...
- 18 Days Ago
- Staples Retail
-
Louisville, KY
PART_TIME
- As a Print Specialist, 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 solutio...
- 22 Days Ago
- Staples Retail
-
Bowling Green, KY
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...
- 2 Months Ago
- Staples Retail
-
Frankfort, KY
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...
- 2 Months Ago
- SAS Retail
-
Elizabethtown, KY
FULL_TIME
- Are you a people person, persuasive, positive, confident? If so, we're now hiring Retail Sales Representatives and looking for people just like you! We're a sales-based team seeking sharp, creative pe...
- Just Posted
Financial Retail Sales Assistant - Registered jobs at Popular Companies
- Northwestern Mutual
-
New York, NY
- Financial Sales Rep When getting started in Finance it's important to join a firm that will give you the most opportunit...
- 6/11/2024 12:00:00 AM
- The Mathews Agency
-
Tampa, FL
- We are hiring a remote financial sales professional who can meet our clients remotely on Zoom and tailor services to our...
- 6/11/2024 12:00:00 AM
- The Mathews Agency
-
Little Rock, AR
- We are hiring a Remote Financial Sales Agent who can meet our warm lead clients via phone or Zoom and tailor a plan to t...
- 6/11/2024 12:00:00 AM
- Northwestern Mutual
-
Braintree, MA
- You Will: Build a client base by growing relationships with your network and providing guidance Gain expertise through s...
- 6/10/2024 12:00:00 AM
- Financial Executives International
-
Arlington, VA
- **Financial Services Sales Associate Director** Accenture Arlington , VA 22202 Organization: Technology Financial Servic...
- 6/10/2024 12:00:00 AM
- Allstate
-
- We are looking for talent in Rhode Island....We have immediate opportunities and access to existing books of business. W...
- 6/9/2024 12:00:00 AM
- Northwestern Mutual
-
Milwaukee, WI
- Wealth Management Advisor – Northwestern Mutual Entrepreneurship while making an impact. This is a career shift that cou...
- 6/8/2024 12:00:00 AM
- ECP Business Capital
-
Lexington, KY
- Are you a motivated and driven individual seeking a challenging summer internship opportunity? Look no further than ECP ...
- 6/7/2024 12:00:00 AM