Also referred to as:
Financial Products Licensed Sales Representative I
Requirements and Responsibilities
Sales Representative I - Licensed develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Assesses client needs and recommends products or services. Being a Sales Representative I - Licensed may assist in lead development through telemarketing or other promotional activities. Requires series 6 and 63 licenses. Additionally, Sales Representative I - Licensed may require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. To be a Sales Representative I - Licensed typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed.
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