Sales Representative II - 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 II - Licensed may assist in lead development through telemarketing or other promotional activities. Requires series 6 and 63 licenses. Additionally, Sales Representative II - Licensed may require a bachelor's degree or its equivalent. Typically reports to a manager or head of a unit/department. To be a Sales Representative II - Licensed typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work.