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)
We are a dynamic and forward-thinking financial services firm that believes in empowering individuals to take control of their financial future. As a Financial Representative, you will have the opportunity to build your own business within our supportive and growth-oriented environment. We embrace innovation, creativity, and a passion for helping others achieve financial success.
Position Overview: As a Financial Representative, you will be a key player in shaping the financial destinies of individuals and businesses alike. This is a 100% commission-based role, providing you with the autonomy to determine your own success. We offer a unique platform for ambitious individuals who thrive in a results-driven and entrepreneurial environment.
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Why Join Us:
How to Apply: If you are ready to take control of your financial future and help others do the same, we want to hear from you!
Job Types: Full-time, Part-time
Expected hours: No less than 5 per week
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Work Location: Hybrid remote in Overland Park, KS 66212
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