Financial Retail Sales Assistant - Non-Registered jobs in Pittsburgh, PA

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)

Recently Added Financial Retail Sales Assistant - Non-Registered jobs

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Financial Sales Consultant
  • PNC Financial Services Group
  • Carnegie, PA FULL_TIME
  • Job Profile

    Position Overview

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Sales Consultant, you will be within PNC's Organizational Financial Wellness organization. This position is primarily based in Pittsburgh, PA. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager’s discretion.

    PNC Organizational Financial Wellness is a collaborative business segment that delivers comprehensive financial wellness advice and solutions to clients and consumers. Within this team, WorkPlace Banking is designed to help improve employee financial wellbeing, strengthen employee financial awareness, and increase convenience through digital banking that includes money management tools. As a WorkPlace Banker – Financial Sales Consultant, you will work in an outbound sales capacity, facilitating in-person new hire orientations, delivering financial education seminars and multi-faceted benefits programs to the employee base within our clients’ organizations.

    Job Description

    Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience.
    Sells the bank's products and services to existing and prospective clients outside of branch in non-PNC locations, demonstrating how PNC can help them achieve their financial goals. Identifies and independently acts upon sales opportunities to achieve assigned sales goals. Responsible for establishing connections between clients and PNC partners (ie. PNC Investment, PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals.
    Grows customer household relationships through onboarding new clients and building a strong pipeline of appointments for branch and PNC partners. Demonstrates value for customers to achieve greater financial well-being by driving deep needs-based conversations.
    Creates an exceptional customer experience at events in a variety of external locations to drive desired acquisition, customer loyalty and increased share of wallet. Stengthens client relationships through planning continued on-site events.
    Understands PNC capabilities, educates and coaches customers on technology options.
    Selling at non-PNC locations requires: Access to a reliable vehicle transportation for travel to multiple work locations on a daily basis; and the ability to lift and carry up to 25 pounds (inclusive of, but not limited to, marketing materials, collateral and/or other promotional items as required).

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
    Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
    Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

    Competencies

    Addressing Customer Needs – Knowledge of and ability to meet customer needs by offering appropriate products in an appropriate manner.

    Branch Banking Services – Knowledge of the responsibilities, issues, regulations, business practices, and operations of retail banking branches; ability to provide qualified services to customers.

    Customer Acquisition – Knowledge of and ability to implement the methods used to acquire new customer relationships.

    Customer Experience Management. – Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.

    Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

    Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

    Sales Closing and Agreements – Knowledge of and the ability to close deals and reach final sales agreements.

    Sales Proposals and Presentations – Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.

    Selling. – Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.

    Work Experience

    Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3 years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    Education

    Associates

    Additional Job Description

    Base Salary: Commensurate with skills and experience.

    Benefits
    PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

    Disability Accommodations Statement:
    If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    Equal Employment Opportunity (EEO):
    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    California Residents

    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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Retail Sales Technology Associate
  • Staples Retail
  • Uniontown, PA PART_TIME
  • As a Tech 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 hav...
  • 21 Days Ago
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Retail Sales Technology Associate
  • Staples Retail
  • Pittsburgh, PA PART_TIME
  • As a Tech 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 hav...
  • 11 Days Ago
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Retail Sales Associate
  • Staples Retail
  • Pittsburgh, PA 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...
  • 2 Months Ago
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Retail sales associate
  • OSL Retail Services
  • Monaca, PA FULL_TIME
  • Overview 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 potential by showcasing your mobil...
  • 15 Days Ago
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Retail sales associate
  • OSL Retail Services
  • Kittanning, PA FULL_TIME
  • Overview 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 potential by showcasing your mobil...
  • 16 Days Ago
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0 Financial Retail Sales Assistant - Non-Registered jobs found in Pittsburgh, PA area

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Regional Sales Manager
  • Guaranteed Rate
  • Pittsburgh, PA
  • About Guaranteed Rate Companies: We’re Guaranteed Rate, the 2nd leading retail mortgage company in the U.S.—and aiming t...
  • 4/25/2024 12:00:00 AM
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Business Development Representative
  • ADP
  • Pittsburgh, PA
  • ADP is hiring a Business Development Representative. • Ready to control your financial future while achieving the work-l...
  • 4/25/2024 12:00:00 AM
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Sales Development Representative I - Remote
  • Net Health
  • Pittsburgh, PA
  • About Net Health Belong. Thrive. Make a Difference. Are you looking for a meaningful and satisfying career where you hav...
  • 4/24/2024 12:00:00 AM
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Sales Compensation Analyst
  • Evoqua Water Technologies
  • Pittsburgh, PA
  • About Evoqua Water Technologies We are excited to announce that Evoqua has now joined Xylem. By uniting our complementar...
  • 4/24/2024 12:00:00 AM
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Account Executive IV (Field Sales Account Executive IV) - Remote
  • Net Health
  • Pittsburgh, PA
  • About Net Health Belong. Thrive. Make a Difference. Are you looking for a meaningful and satisfying career where you hav...
  • 4/23/2024 12:00:00 AM
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Financial Sales Representative
  • AMG B Group
  • Pittsburgh, PA
  • 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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Sales Associate - 8127 The Grand at Fifth Avenue, Pittsburgh, PA 15219
  • Five Below
  • Pittsburgh, PA
  • At Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free...
  • 4/22/2024 12:00:00 AM
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Director, Sales - Remote
  • Net Health
  • Pittsburgh, PA
  • About Net Health Belong. Thrive. Make a Difference. Are you looking for a meaningful and satisfying career where you hav...
  • 4/21/2024 12:00:00 AM
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About Pittsburgh, Pennsylvania

Pittsburgh (/ˈpɪtsbɜːrɡ/ PITS-burg) is a city in the Commonwealth of Pennsylvania in the United States, and is the county seat of Allegheny County. As of 2018, a population of 308,144 lives within the city limits, making it the 63rd-largest city in the U.S. The metropolitan population of 2,362,453, is the largest in both the Ohio Valley and Appalachia, the second-largest in Pennsylvania (behind Philadelphia), and the 26th-largest in the U.S. Pittsburgh is located in the south west of the state, at the confluence of the Allegheny, Monongahela, and Ohio rivers. Pittsburgh is known both as "the ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Non-Registered jobs
$41,502 to $52,832
Pittsburgh, Pennsylvania area prices
were up 1.9% from a year ago
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What does a Financial Retail Sales Assistant - Non-Registered do?

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Non-registered sales assistants are commonly seen selling products in physical stores.
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