How to Become a Financial Retail Sales Assistant - Non-Registered

Step 1: Understand the job description and responsibilities of a Financial Retail Sales Assistant - Non-Registered

What does a Financial Retail Sales Assistant - Non-Registered do?

A Financial Retail Sales Assistant - Non-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 basic product questions, make changes to accounts, and open new accounts. Being a Financial Retail Sales Assistant - Non-Registered coordinates but does not execute orders. 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 - Non-Registered tracks referrals, schedules sales appointments, and fulfills requests for information. Has a basic knowledge and understanding of the firm's product offerings. Typically requires an associate degree. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Non-Registered works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Retail Sales Assistant - Non-Registered typically requires 1-3 years of related experience.

People's Opinions on Financial Retail Sales Assistant - Non-Registered responsibilities

Financial retail sales assistant – non-registered job description includes administrative support roles to registered representatives.

12/16/2019: Pascagoula, MS

Non-registered financial retails sales assistant may also serve as a liaison officer between registered representatives and their clients.

02/08/2020: Miami, FL

The primary duties and responsibilities of non-registered retail sales assistant are as follows.

02/04/2020: Evansville, IN

Non-registered sales assistants are commonly seen selling products in physical stores.

12/13/2019: Middlesex, NJ

Sales assistants also answer inquiries and concerns the customer may have related to the product that they offer.

01/21/2020: Chattanooga, TN
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Step 2: Learn best tips to become a Financial Retail Sales Assistant - Non-Registered

Best tips for those who want to become a Financial Retail Sales Assistant - Non-Registered

Here are some tips to become a Financial Retail Sales Assistant - Non-Registered.

Step 3: View best colleges and universities for Financial Retail Sales Assistant - Non-Registered

Best colleges and universities for Financial Retail Sales Assistant - Non-Registered

  • Florida Southern College
  • Colby College
  • Dartmouth College
  • University of Notre Dame
  • Western Washington University
  • Canisius College

Step 4: Think about whether is it worth to be a Financial Retail Sales Assistant - Non-Registered

Is being a Financial Retail Sales Assistant - Non-Registered Worth it?

People's Opinions on lifestyles

Financial retail sales assistant – non-registered job description includes administrative support roles to registered representatives.

01/09/2020: Philadelphia, PA

Non-registered financial retail sales assistants also communicate with customers over the phone for customer service or sales related questions.

01/15/2020: Providence, RI

They are responsible for collecting reports, and consolidating them as primary materials during sales meeting presentations.

01/10/2020: Pittsburgh, PA

Non-registered financial retail sales assistants undergo trainings for clerical duties like encoding, filing reports, and maintaining inventory.

02/18/2020: Little Rock, AR

Financial Retail Sales Assistant-Non registered requires a bachelor’s degree with any area of specialty, and at least 2 years of experience in retail sales, or any related area.

01/21/2020: Fort Collins, CO
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Step 5: Prepare relevant skills for being a Financial Retail Sales Assistant - Non-Registered

What skills do you need to be a Financial Retail Sales Assistant - Non-Registered?

Management often looks to professional level roles for execution on their visions and goals, as such some specific skills are required.  The workload of this role requires knowledge of: Customer Support, New Business Development, Order Processing, Sales Operations, Sales Support.  Sometimes for this role, knowledge of the following is helpful: Customer Relationship Management (CRM) software.  If you highlight these skills during your interview process, you will be more likely to land the job!

People's Opinions on Financial Retail Sales Assistant - Non-Registered skills

In addition, sales assistants must be alert at all times to avoid product loss due shoplifting or theft.

02/21/2020: Amarillo, TX

Financial Retail Sales Assistant-Non registered requires a bachelor’s degree with any area of specialty, and at least 2 years of experience in retail sales, or any related area.

12/04/2019: Springfield, MO

You must be familiar with the standard concepts, procedures, and practices within retail sales industry.

01/29/2020: Long Beach, CA

Saint Leo University provides academic excellence, flexibility, affordability, and a wide range of educational programs with financial aid and scholarships available to those who qualify.

12/08/2019: Louisville, KY
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Step 6: View average salary for Financial Retail Sales Assistant - Non-Registered

How much does a Financial Retail Sales Assistant - Non-Registered make?

The average salary range for a Financial Retail Sales Assistant - Non-Registered is from $40,998 to $50,868. The salary will change depending on your location, job level, experience, education, and skills.

Salary range for a Financial Retail Sales Assistant - Non-Registered
$40,998 to $50,868

Step 7: Find relevant Financial Retail Sales Assistant - Non-Registered jobs, and apply.

Looking for Financial Retail Sales Assistant - Non-Registered jobs?

Here are some Financial Retail Sales Assistant - Non-Registered jobs in the United States.

Search Financial Retail Sales Assistant - Non-Registered Jobs in the United States

Step 8: Explore Career Path of Financial Retail Sales Assistant - Non-Registered