Financial Retail Sales Assistant - Non-Registered jobs in Miami, FL

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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Payments - Non-Bank Financial Institutions, Latin America Sales - Executive Director
  • JPMorgan Chase
  • Miami, FL FULL_TIME
  • Join our dynamic Latin American Financial Institutions Group team as head of Non-Bank Financial Institutions Sales for the region with responsibility across the entire suite of Payments products and solutions.

    As Head of Non-Bank Financial Institutions (NBFI) Sales for Payments in Latin America, you will be responsible for origination and execution of new business across the asset management, insurance, fintech and credit management sectors with strong expertise in one or more of these segments. You will collaborate with global, and regional stakeholders including Global Corporate Bank, Securities Services, Markets, Investor Client Management and other Corporate & Investment Bank colleagues. This role entails driving and ensuring seamless execution of the growth strategy (inbound/outbound) across the LATAM region. This role reports directly to the head of FIG Sales for LATAM and also has accountability to the global head of NBFI Sales.

    Job Responsibilities:

    • Selling of the entire Payments product suite/solution, including treasury services which covers core cash clearing, liquidity management and foreign exchange solutions; and information management solutions to clients
    • Achieve new business goals, including the annual sales plan for self and the regional team at target margins by identifying prospects/opportunities, developing the approach/account and calling plans and engaging partners/ senior managers to influence prospective clients
    • Think strategically and lead growth across the asset management, insurance, fintech and credit management sectors, including sharing best practices with peers
    • Maintain an extensive network of internal partners to provide connectivity across the firm and promote cross regional collaboration
    • Understand the unique challenges and requirements in the industry/client segment and partner with internal stakeholders in the development, implementation and delivery of complex products and solutions
    • Build trusted, long-term Payments business relationships by taking a holistic and forward-looking view on our relationships, and identifying ways to help clients achieve their most important business/treasury objectives. Demonstrate consistent optimism around the business and resiliency when faced with challenges
    • Manage and supervise the entire sales process;  and engaging in client onboarding activities which include but not limited to client due diligence in accordance with J.P. Morgan’s internal guidelines in AML and KYCs. On occasion, take ownership for Know Your Customer (KYC) records
    • Promote an effective operation risk environment including but not limited to accurate and timely renewals and completion of KYCs and other internal reporting /approval requirements; handle AML/Sanction related inquiry (RFIs) 
    • Work as a team and provide leadership to organize and coordinate client events as to promote and strengthen J.P. Morgan’s franchise
    • Participate and contribute in end-to-end product and service reviews to ensure constant improvement in our solution offerings
    • Flexibility for travel when needed

    Required qualifications, capabilities and skills:

    • 8 or more years of Payments Sales experience,  in the Non-Bank Financial Institutions segments
    • Exceptional sales management experience in Treasury Services with established network and ability to build and develop client relationships, win and close new businesses
    • Deep product/solution set knowledge (Cash, Liquidity, foreign exchange, information management) that are relevant to the market and demonstrated track record of success. 
    • Have strong drive to ensure all facets of the business succeed and maintain financial rigor for the portfolio.
    • Understanding of the regulatory and compliance environment in the market with strong experience in AML/KYC risk and control process.
    • Excellent communication, influencing and negotiation skills.
    • Bachelor’s degree or equivalent in Finance, Economics, Business Administration, or a related field
  • 12 Days Ago

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Assistant Sales Manager - Full Time
  • Am Retail Group - DKNY
  • Miami, FL FULL_TIME
  • NEW STORE OPENING SEPTEMBER 2022At Karl Lagerfeld Paris, our Assistant Managers directly help to drive our business success. They work directly with our Store Managers to promote operational effective...
  • 23 Days Ago

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Assistant Sales Manager - Full Time
  • OSL Retail Services Inc
  • Miami, FL FULL_TIME
  • NEW STORE OPENING SEPTEMBER 2022At Karl Lagerfeld Paris, our Assistant Managers directly help to drive our business success. They work directly with our Store Managers to promote operational effective...
  • 23 Days Ago

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Assistant Sales Manager - Full Time
  • AM Retail Group
  • Miami, FL FULL_TIME
  • NEW STORE OPENING SEPTEMBER 2022At Karl Lagerfeld Paris, our Assistant Managers directly help to drive our business success. They work directly with our Store Managers to promote operational effective...
  • 27 Days Ago

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Retail sales associate
  • Alternative Retail
  • Miami, FL FULL_TIME
  • Alter Native Retail, one of the fastest-growing names in the world of Holistic Wellness & CBD, is seeking a CBD Sales Representative to join our team in our 2 Wynwood locations. As a sales associate, ...
  • 28 Days Ago

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Assistant Sales Manager - Full Time
  • AM Retail Group - Karl Lagerfeld Paris
  • Miami, FL FULL_TIME
  • NEW STORE OPENING SEPTEMBER 2022At Karl Lagerfeld Paris, our Assistant Managers directly help to drive our business success. They work directly with our Store Managers to promote operational effective...
  • 1 Day Ago

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0 Financial Retail Sales Assistant - Non-Registered jobs found in Miami, FL area

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Assistant Branch Manager - 7125 West McNab Rd
  • Momentum Financial Services Group
  • Pompano Beach, FL
  • Company Description Are you a dynamic and driven sales leader? If so, Momentum Financial Services Group wants you to joi...
  • 3/28/2024 12:00:00 AM

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Remote Closer (Accelerator Product)
  • Decentralized Masters
  • Miami, FL
  • What is Decentralized Masters? Decentralized Masters is an educational platform that teaches retail customers how to lev...
  • 3/28/2024 12:00:00 AM

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Remote Sales Associate Part Time and Full Time
  • Symmetry Financial Group
  • Miami, FL
  • Job Description As a Remote Sales Specialist, you'll be responsible for promptly contacting exclusive in-house leads to ...
  • 3/28/2024 12:00:00 AM

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Remote Sales Representative - Work From Home
  • Symmetry Financial Group
  • Miami, FL
  • Job Description Overview: We are seeking a highly motivated and results-driven Life Insurance Sales Representative to jo...
  • 3/28/2024 12:00:00 AM

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Flexible Hours Remote Sales Representative
  • CT Harrington Agency
  • Miami, FL
  • The CT Harrington Agency is part of the named fastest growing insurance brokerage providing clients with financial secur...
  • 3/26/2024 12:00:00 AM

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Remote Sales Representative Work From Home Part Time Full Time
  • Symmetry Financial Group
  • Miami, FL
  • Job Description As a Remote Sales Specialist, you'll be responsible for promptly contacting exclusive in-house leads to ...
  • 3/25/2024 12:00:00 AM

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Financial Sales Representative
  • Premium Merchant Funding
  • Miami, FL
  • Job Description As one of the world's most versatile private funders, Premium Merchant Funding finances and supplies sma...
  • 3/24/2024 12:00:00 AM

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Sales & Recruiting Internship
  • Insight Global
  • Miami, FL
  • Overview: Looking for a career in sales? Insight Global is one of the world's largest staffing firms and our Talent Acqu...
  • 3/24/2024 12:00:00 AM

Miami, officially the City of Miami, is the cultural, economic and financial center of South Florida. Miami is the seat of Miami-Dade County, the most populous county in Florida. The city covers an area of about 56.6 square miles (147 km2), between the Everglades to the west and Biscayne Bay on the east; with a 2017 estimated population of 463,347, Miami is the sixth most densely populated major city in the United States. The Miami metropolitan area is home to 6.1 million people and the seventh-largest metropolitan area in the nation. Miami's metro area is the second-most populous metropolis i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Non-Registered jobs
$40,916 to $52,091
Miami, Florida area prices
were up 2.9% 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