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)
About us
SFG is a family business in the securities industry that focuses on investing in our clients, and our staff. We are 100% referral based and can't keep up with all the new opportunities coming to us (hence the opening). Here, we succeed by helping you succeed.
You will be expected to:
No experience necessary. We are willing to train candidates with attributes listed above. Candidates with 2 years experience in all of the basics and some of the below may be eligible for a higher pay range:
The job is fast paced and challenging, but incredibly fulfilling, and one you can make a career of.
Job Type: Full-time
Pay: $16.50 - $21.00 per hour
Expected hours: 40 per week
Benefits:
Schedule:
Experience:
Ability to Relocate:
Work Location: In person
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