Also referred to as: Financial Products Licensed Sales Representative III
Requirements and Responsibilities

Sales Representative III - 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 III - Licensed may assist in lead development through telemarketing or other promotional activities. Requires series 7 and 66 licenses. Additionally, Sales Representative III - 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 III - Licensed typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature.

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