Financial Retail Sales Assistant - Non-Registered jobs in Ann Arbor, MI

Financial Retail Sales Assistant - Non-Registered provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer basic product questions, make changes to accounts, and open new accounts. Being a Financial Retail Sales Assistant - Non-Registered coordinates but does not execute orders. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Additionally, Financial Retail Sales Assistant - Non-Registered tracks referrals, schedules sales appointments, and fulfills requests for information. Has a basic knowledge and understanding of the firm's product offerings. Typically requires an associate degree. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Non-Registered works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Retail Sales Assistant - Non-Registered typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Administrative Assistant-Insurance Sales-Clark Agency-Symmetry Financial
  • Symmetry Financial - Clark Agency
  • Ann Arbor, MI CONTRACTOR
  • The Clark Agency of Symmetry Financial is looking for an administrative assistant to join our team. This person will work to support the daily operations of the agency. 


    The ideal candidate is a high-energy individual with excellent organizational skills, a strong attention to detail and the ability to communicate effectively in both written and verbal communications.

    Responsibilities:

    Summarize and keep updated a document tracking 2 year policy anniversaries (for CONVERSIONS).
    Send weekly reminders to agents of their progress toward the following
    ⦁    Promotions
    ⦁    Slingshot
    ⦁    Seasoned New Agent
    Summarize and Post Weekly to Groupme recognition slides for:
    ⦁    1st application written
    ⦁    Agents passing state exam
    ⦁    Leaderboards
    ⦁    Most dials 
    ⦁    Seasoned New Agent, Promotions, Slingshot
    Daily check on status of pending applications
    ⦁    Summarize and track actions to get policies approved .  Understand what is needed and how information is to be communicated back to the insurance carrier (phone if must, email, fax etc...)
    Call clients to confirm appointments.
    Update database regularly to make sure we have current customer information readily available.
    Send virtual cards celebrating or acknowledging agent or customer events including but not limited to:
    ⦁    Agent birthdays
    ⦁    Agent 30 day, 90 day, annual anniversaries with Symmetry
    ⦁    Client birthdays
    ⦁    Client annual policy anniversaries
    ⦁    Client Debt Free Life debt pay dates
    Post in GroupMe the Group events and planned meetings and additioanl information a directed
    Adapt to the team needs and assist with other projects as needed


    Insurance Office Assistant qualifications

    ⦁    High school diploma or GED required, Associate’s Degree in business administration or related field preferred
    ⦁    2 years work experience in administrative support, customer service, or insurance industry is preferred
    ⦁    Proven track record of strong organizational skills, problem-solving skills, and communication skills, both written and verbal
    ⦁    Proficient data entry skills
    ⦁    Strong computer skills, including the ability to use spreadsheet and standard word-processing programs


    Insurance Office Assistant compensation

    $15.60 / hour (1hr/day with increasing hours depending on workload and demonstrated proficiency)


    IF YOU ARE INTERESTED, COMPLETE AN APPLICATION AND PROVIDE A RESUME.  We wil contact you after review of your information.

  • 16 Days Ago

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Assistant Manager Trainee - Marketing and Sales
  • Optimum Retail Dynamics
  • Fenton, MI FULL_TIME
  • Company DescriptionOur mission is to build connections between our clients and their potential customer base by creating a standard of excellence and providing top notch service while, fostering our t...
  • 13 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Novi, MI PART_TIME
  • As a Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and have our...
  • 21 Days Ago

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Retail sales associate
  • OSL Retail Services
  • Fenton, MI FULL_TIME
  • Overview WIRELESS SALES ASSOCIATE (MOBILE EXPERT) PART-TIME OPPORTUNITY Who are we? OSL is a dynamic, people-driven company providing outsourced sales services for some of North America’s biggest Fort...
  • 23 Days Ago

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Merchandiser Retail Sales
  • Premium Retail Services
  • NOVI, MI FULL_TIME
  • OverviewThe Retail Merchandiser provides retail sales merchandising coverage and coverage of retail special projects for an assigned retail territory. They are responsible for representing ACOSTA and ...
  • Just Posted

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Retail sales associate
  • OSL Retail Services
  • Canton, MI FULL_TIME
  • Overview WIRELESS SALES ASSOCIATE (MOBILE EXPERT) Who are we? OSL is a dynamic, people-driven company providing outsourced sales services for some of North America’s biggest Fortune 500 companies. We ...
  • 2 Days Ago

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0 Financial Retail Sales Assistant - Non-Registered jobs found in Ann Arbor, MI area

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Sales Account Manager
  • American Fidelity Sales Careers
  • Ann Arbor, MI
  • American Fidelity Assurance is now looking for an Account Manager in your area. Our salaried, career Account Managers ar...
  • 3/28/2024 12:00:00 AM

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B2B Sales Representative
  • Paynada
  • Ann Arbor, MI
  • **MUST be located in Michigan** About Us: Paynada is a pioneering force in B2B payment technology services, committed to...
  • 3/28/2024 12:00:00 AM

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Sales Representative- Salary plus Commission plus Company Car
  • American Fidelity Sales Careers
  • Ann Arbor, MI
  • Come Join the American Fidelity Educational Services Family Family Owned since 1960 We are seeking a Sales Representativ...
  • 3/28/2024 12:00:00 AM

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Sr. CAD Support Engineer
  • KLA Corporation
  • Ann Arbor, MI
  • Base Pay Range: $103,000.00 - $175,100.00 Annually Primary Location: USA-MI-Ann Arbor-KLA KLA's total rewards package fo...
  • 3/28/2024 12:00:00 AM

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Sales Agent - Remote - No Cold Calling
  • The Maddox Agency
  • Ann Arbor, MI
  • Job Description Job Description Position: Account Executive / Field Agent / Leadership Position Employment Type: Full ti...
  • 3/28/2024 12:00:00 AM

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Remote Sales and Account Manager
  • American Income Life Insurance
  • Ann Arbor, MI
  • Job Description Job Description Globe Life is an international Fortune 500 Company providing supplemental life insurance...
  • 3/28/2024 12:00:00 AM

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Outside Sales Representative
  • Ivystone Group LLC
  • Ann Arbor, MI
  • Ivystone Group is hiring a sales representative based in or around Ann Arbor. We are looking for sales driven individual...
  • 3/25/2024 12:00:00 AM

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Sales Representative
  • American Fidelity Sales Careers
  • Ann Arbor, MI
  • American Fidelity Assurance is now looking for an Account Manager in your area. Our salaried, career Account Managers ar...
  • 3/24/2024 12:00:00 AM

Ann Arbor is a city in the U.S. state of Michigan and the county seat of Washtenaw County. The 2010 census recorded its population to be 113,934, making it the sixth largest city in Michigan. Ann Arbor is home to the University of Michigan. The university significantly shapes Ann Arbor's economy as it employs about 30,000 workers, including about 12,000 in the medical center. The city's economy is also centered on high technology, with several companies drawn to the area by the university's research and development infrastructure. Ann Arbor was founded in 1824, named for wives of the village'...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Non-Registered jobs
$43,504 to $55,386
Ann Arbor, Michigan area prices
were up 1.3% from a year ago

Financial Retail Sales Assistant - Non-Registered in Houston, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
December 20, 2019
Financial Retail Sales Assistant - Non-Registered in Pascagoula, MS
Financial retail sales assistant – non-registered job description includes administrative support roles to registered representatives.
December 16, 2019
Financial Retail Sales Assistant - Non-Registered in Middlesex, NJ
Non-registered sales assistants are commonly seen selling products in physical stores.
December 13, 2019