Also referred to as:
Financial Products Licensed Sales Rep III, Licensed Banker III, Licensed Banking Products Sales Rep III, Licensed Investment Sales Representative III
Requirements and Responsibilities
Sales Representative III - 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 III - 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 III - 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 III - Licensed work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Sales Representative III - Licensed typically requires 4-7 years of related experience.
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