Also referred to as:
Financial Products Licensed Sales Rep I, Licensed Banker I, Licensed Banking Products Sales Rep I, Licensed Investment Sales Representative I
Requirements and Responsibilities
Sales Representative I - Licensed conducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Being a Sales Representative I - Licensed maintains detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's benefits, and makes recommendations that align with the customer's financial objectives. Additionally, Sales Representative I - Licensed requires a bachelor's degree. Requires passing the FINRA SIE, either the Series 7 or Series 6 as well as the Series 63, Uniform Securities Agent State Law Examinations, and obtaining the applicable state-level license to sell securities. Typically reports to a manager. The Sales Representative I - Licensed work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Sales Representative I - Licensed typically requires 0-2 years of related experience.
Find out Job Distribution by:
