Also referred to as:
Financial Products Licensed Sales Rep II, Licensed Banker II, Licensed Banking Products Sales Rep II, Licensed Investment Sales Representative II
Requirements and Responsibilities
Sales Representative II - 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 II - 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 II - 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 II - Licensed occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Sales Representative II - Licensed typically requires 2-4 years of related experience.
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