Financial Retail Sales Assistant - 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 product questions, make changes to accounts, open new accounts, and receive orders. Being a Financial Retail Sales Assistant - Registered may execute orders from existing clients. 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 - Registered coordinates referrals, sales appointments, and requests for information. Has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Depending on the product's sold, may also require completion of FINRA Series 7 General Securities Representative qualification. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Registered work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Financial Retail Sales Assistant - Registered typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
We are looking for a great sales assistant who will work with our warm leads to help us increase
our new client base through appointment setting, follow-up calls
and administrative support to our sales team
Planned Salary and Other Compensations:
Compensation: We offer a yearly base salary of $42,000 - $45,000 plus commissions – which could add $3000 - $5000 to your yearly income. Additional benefits include:
Training: Econologics Financial Advisors will provide you with the training and support you need to do your job. We have a sales system in place to help you work with our leads and be successful on your post. We also have a marketing and promotion system in place to help drive in leads to keep you busy!
About us
We are an expanding company that is looking to add to our growing team. We provide financial planning services to private practice owners throughout the US (including investment and insurance products and services).
Our location: 2401 West Bay Drive, Suite 603 Largo, FL 33770 www.econologicsfinancialadvisors.com
Your Mission:
As our Sales Assistant, you’ll work with our Sales team to manage warm leads and newly acquired clients by providing support and administrative assistance during the sales process. This includes booking and confirming sales appointments with warm leads, being in communication as needed with the Sales leads to move the sales process along, ensuring the sales process is being documented along the way and onboarding new clients for service.
NOTE: This is an “in-office” position. But from time to time, you may also participate in live conferences that EFA attends to generate leads, which may include travel.
Some required or desired qualifications:
Some needed skills and abilities:
Education and Experience:
Thank you for applying with us through the link below.
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