Financial Retail Sales Assistant - Non-Registered jobs in Nebraska

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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Customer Connections Representative - REMOTE (Non-Lincoln)
  • Security Financial
  • Lincoln, NE FULL_TIME
  • Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.
     
    Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers


    ESSENTIAL FUNCTIONS

    50%   Provides a high level of personalized service to achieve and exceed standards including building and maintaining sustainable relationships with our customers, which includes:

    • Being available and engaged during assigned work hours to ensure the highest level of customer satisfaction;
    • Meeting and exceeding established qualitative standards;
    • Identifying customers’ needs, clarifying information, researching every issue and provide solutions, status and/or alternatives;
    • Working with difficult customers to resolve issues; and
    • Maintaining a high level of engagement, positive attitude, and professional appearance always.

     

    40%   Manages large volumes of telephone, e-mail and fax inquiries and requests from customers, which includes:

    • Meeting and exceeding established individual and department quantitative standards;
    • Providing comprehensive records on all interactions as information is received;
    • Taking advantage of upselling opportunities whenever they arise;
    • Understanding policy coverages; and
    • Having a strong knowledge of company products, processes, and procedures.

     

    10%   Performs other responsibilities as assigned, which includes:

    • Assisting as needed within the customer connections department;
    • Assisting with process improvement planning and implementation;
    • Assisting with and participating in team functions and events for the customer connections department; and
    • Assisting in special projects and other related duties as requested and serving as a member of various committees and implementation teams.

    The list of essential functions is not exhaustive and may be substituted as necessary.
     

    EXPERIENCE AND SKILL REQUIREMENTS

    • Four to six years of customer support experience.
    • Strong verbal and written communication skills.
    • Strong listening skills.
    • Familiarity with ACD telephone systems and practices preferred. 
    • Customer focus and adaptability to different personality types.
    • Ability to set and manipulate priorities and manage time effectively.
    • Word processing and spreadsheet software proficiency required.
    • Talent required in values, work intensity, achiever, positivity, resourcefulness, command, persuasion, relationship-extension, and exactness.

    EDUCATION AND CERTIFICATION REQUIREMENTS

    • Associate degree in business or related field or equivalent.

    PHYSICAL AND WORK SCHEDULE REQUIREMENTS

    • Required locations for this position are states within the Central Time Zone.
    • Associate will provide an effective and quiet work environment, free of distractions and without view of company data accessible by others.
    • Associate will maintain stable, high speed Internet access.
    • May require work over 40 hours a week in order to complete functions of position.
    • Ability to maintain acceptable attendance according to the company attendance policy and following daily work schedule for appropriate coverage.
    • Ability to work at a computer up to eight hours a day.

     

    Sign-on bonus guaranteed and training bonus program in place.

  • 20 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Lincoln, NE 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...
  • 12 Days Ago

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SAS in Walmart - Retail Sales Specialist - Temporary
  • SAS Retail
  • Grand Island, NE TEMPORARY
  • Why us? SAS Retail Services is part of the largest retail services company in the US, working with major consumer brands in Walmart stores in your area. We display it, we move it, and we track it! Sta...
  • 1 Month Ago

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Merchandiser Retail Sales
  • Premium Retail Services
  • KEARNEY, NE 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 ...
  • 19 Days Ago

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Retail sales specialist
  • SAS Retail Services
  • Grand Island, NE FULL_TIME
  • Why us? SAS Retail Services is part of the largest retail services company in the US, working with major consumer brands in Walmart stores in your area. We display it, we move it, and we track it! Sta...
  • Just Posted

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Retail sales associate
  • OSL Retail Services
  • Blair, NE FULL_TIME
  • Overview Mobile Expert Job Description Opportunity Awaits! Calling all tech-savvy go-getters looking for a Sales Role where the commission is uncapped. Seize the opportunity to crush your earning pote...
  • Just Posted

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Financial Sales Representative
  • Allstate
  • We are looking for talent in Rhode Island....We have immediate opportunities and access to existing books of business. W...
  • 4/25/2024 12:00:00 AM

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Entry-Level Financial Service Sales Professional
  • New York Life - North Dakota
  • Fargo, ND
  • Description Are you a dedicated individual seeking an entry-level opportunity in financial services in Fargo, ND? Join o...
  • 4/24/2024 12:00:00 AM

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Financial Sales Representative
  • Northwestern Mutual
  • If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financi...
  • 4/23/2024 12:00:00 AM

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Financial Sales Advisor
  • Northwestern Mutual
  • Austin, TX
  • LOCAL candidates only. Must live in Austin metro area or already plan to be moving here. Finance or sales experience not...
  • 4/23/2024 12:00:00 AM

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Financial Sales Representative
  • Northwestern Mutual
  • Minnetonka, MN
  • Job Description-Financial Advisor Choose a career where changing someone else’s life for the better is also life-changin...
  • 4/22/2024 12:00:00 AM

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Financial Sales Representative
  • AMG B Group
  • Greensboro, NC
  • Job Description Job Description Seeking experienced Insurance agents with 1 year of experience and/or sales experience i...
  • 4/22/2024 12:00:00 AM

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Financial Sales Representative
  • AMG B Group
  • Fort Lauderdale, FL
  • Job Description Job Description Seeking experienced Insurance agents with 1 year of experience and/or sales experience i...
  • 4/22/2024 12:00:00 AM

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Financial Sales Advisor
  • Northwestern Mutual
  • Austin, TX
  • LOCAL candidates only. Must live in Austin metro area or already plan to be moving here. Finance or sales experience not...
  • 4/21/2024 12:00:00 AM

The state is bordered by South Dakota to the north; Iowa to the east and Missouri to the southeast, across the Missouri River; Kansas to the south; Colorado to the southwest; and Wyoming to the west. The state has 93 counties and is split between two time zones, with the state's eastern half observing Central Time and the western half observing Mountain Time. Three rivers cross the state from west to east. The Platte River, formed by the confluence of the North Platte and the South Platte, runs through the state's central portion, the Niobrara River flows through the northern part, and the Rep...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Non-Registered jobs
$39,690 to $50,526

Financial Retail Sales Assistant - Non-Registered in Chattanooga, TN
Sales assistants also answer inquiries and concerns the customer may have related to the product that they offer.
January 21, 2020
Financial Retail Sales Assistant - Non-Registered in Evansville, IN
The primary duties and responsibilities of non-registered retail sales assistant are as follows.
February 04, 2020
Financial Retail Sales Assistant - Non-Registered in Miami, FL
Non-registered financial retails sales assistant may also serve as a liaison officer between registered representatives and their clients.
February 08, 2020