Financial Retail Sales Assistant - Registered jobs in Columbus, OH

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)

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Sales Development Representative (US)
  • Wing Assistant
  • Columbus, OH FULL_TIME
  • Please whitelist the domains "lever.co" and "hire.lever.co" with your email provider to make sure you get our emails.

    Disclaimer: This is a generic job description for the position stated below. Actual tasks and tools will be discussed further when you reach the final interview stage. Please ensure you apply for the right job based on your location and experience. We prioritize people who can do this successfully!


    *Please only apply for this job if you are located in the US.


    Sales Development Representative (Remote)

    Wing is on the exciting mission of redefining the future of work for companies worldwide! We are looking to be the one-stop shop for companies that are looking to build world-class teams & place their operations on autopilot.


    And we’re looking for a Sales Development Representative to start immediately!


    Duties and Responsibilities include but are not limited to:

    1. Contact potential & existing customers through various channels to create a pipeline of leads.

    2. Engage and build rapport with potential customers and determine the suitability of company products/services to their needs.

    3. Schedule sales demos and meetings.

    4. Set up & manage a CRM or contact list.

    5. Collaborate with internal teams to align lead generation efforts with overall sales strategy.

    6. Set sales goals to increase revenue & report sales team performance results.

    7. Create, distribute, and collect customer surveys, compiling the results in a datasheet or report.

    8. Conduct general administration tasks.

    9. Handle customer inquiries and complaints as the first point of contact.

    10. Ad hoc tasks


    Qualifications:

    • Graduate of any bachelor's degree or certificate course.

    • Minimum of 1 year of sales experience and proven ability to meet and exceed sales quotas and successfully manage customer relationships

    • Excellent English communication skills, both written and verbal (at least C1 level)

    • Excellent phone, email, and instant messaging communication skills

    • Solid organizational and time management skills

    • Strong interpersonal skills

    • Tech savvy & familiar with current technologies, like desktop sharing, cloud services, CRM, and VoIP

    • Experience with word-processing software and spreadsheets (e.g., MS Office)

    • Knowledge of online calendars and scheduling (e.g., Google Calendar)

    • Proactive & confident with keen attention to details


    Technical Requirements:

    • USB Headset with Noise Cancellation feature

    • Working Webcam

    • Computer with at least 1.8 GHz processor and at least 4GB RAM

    • Main Internet Service Speed: at least 25 Mbps cable connection

    • Backup Internet Service Speed: at least 10 Mbps


    Benefits:

    • Performance Incentives

    • Job Security and Stability

    • Paid Training

    • Inclusive Culture

    • Upskilling Opportunities

    • 100% Work-From-Home

    • Exceptionally Supportive Team

    • Opportunities for Career Growth

    • Fun Work Environment

    • Holiday & Overtime Pay


    Schedule: US work hours (20-40 hours per week)

    Location: This is a remote job


    Salary: 

    Entry Level (1-3 years of experience): Up to $3,500

    Intermediate Level (3-5 years of experience): Up to $4,200

    Expert Level (5 years of experience): Up to $5,000


    Please note:

    • Only qualified candidates will be invited to take the assessment & scheduled for an interview.

    • We have other vacancies that might interest your friends & colleagues. They can check us out at our Jobs Website.

    • You may also refer your friends using our Affiliate Marketing Program and earn up to $30 if your referral is hired.

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  • 2 Months Ago

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Sales Assistant - PNC Investments
  • PNC Financial Services Group
  • Columbus, OH 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 customer...
  • Just Posted

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Financial Sales Representative
  • Westpoint Financial Group
  • Albany, OH FULL_TIME
  • We are seeking a self-motivated, high energy, financial professional to join one of the fastest growing financial services teams in Ohio. The ideal candidate should have an entrepreneurial spirit but ...
  • 2 Months Ago

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Retail Sales Representative
  • Sales and Marketing Partners
  • Columbus, OH FULL_TIME
  • Our company is seeking bright, energetic individuals to join our staff of Retail Sales Representative. The successful candidates will be responsible for greeting customers, providing product informati...
  • 24 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Columbus, OH 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...
  • 4 Days Ago

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Retail Sales Seasonal Associate
  • Staples Retail
  • Columbus, OH PART_TIME
  • As a Seasonal Sales Associate (i.e. Cashier), you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional custo...
  • 4 Days Ago

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0 Financial Retail Sales Assistant - Registered jobs found in Columbus, OH area

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Business Development Manager (BDM) OR Senior BDM - Remote in Ohio
  • Constellation Energy Generation, LLC.
  • Columbus, OH
  • Responsibilities: Constellation has been the leader in carbon-free energy production for more than a decade, and generat...
  • 5/5/2024 12:00:00 AM

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Sales Associate / Key Sales / Seasonal Opportunities - Banter by Piercing Pagoda - Polaris Fashion Place - Columbus, OH
  • Signet Jewelers
  • Columbus, OH
  • We have many opportunities available on our other career site pages. Click here to link to our careers page! "Be More Yo...
  • 5/5/2024 12:00:00 AM

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Sales Specialist - Remote
  • InsuraTec Services Group
  • Columbus, OH
  • Sales Specialist - Remote Are you a motivated and self-driven individual looking for a rewarding career in the financial...
  • 5/4/2024 12:00:00 AM

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District Sales Manager (DSM) - Ohio/Kentucky
  • Cutera Inc.
  • Columbus, OH
  • **District Sales Manager (DSM) - Ohio/Kentucky** * Columbus, OH, USA * Full-time * Position Type: Exempt **Company Descr...
  • 5/4/2024 12:00:00 AM

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Account Manager / Outside Sales
  • The Boyd Group
  • Columbus, OH
  • Company: Glass America Columbus, Ohio We put our team members first. You'll receive a great salary and benefits, and exp...
  • 5/4/2024 12:00:00 AM

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Insurance Sales Consultant
  • Matic
  • Columbus, OH
  • The Importance of this Role The Insurance Sales Consultant role provides a 3-week pathway to our Licensed Insurance Agen...
  • 5/4/2024 12:00:00 AM

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Outside Sales Representative
  • Rush Enterprises Inc
  • Columbus, OH
  • **Outside Sales Representative** CAROUSEL_PARAGRAPH * Columbus, Ohio * Sales * AFTER018004 Rush Truck Centers ** Share J...
  • 5/4/2024 12:00:00 AM

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Sales Associate
  • Aarons, Inc.
  • Columbus, OH
  • **Sales Associates keep people smiling at Aarons**. On our team, youll be a positive, energetic force on the floor, driv...
  • 5/4/2024 12:00:00 AM

The confluence of the Scioto and Olentangy rivers occurs just north-west of Downtown Columbus. Several smaller tributaries course through the Columbus metropolitan area, including Alum Creek, Big Walnut Creek, and Darby Creek. Columbus is considered to have relatively flat topography thanks to a large glacier that covered most of Ohio during the Wisconsin Ice Age. However, there are sizable differences in elevation through the area, with the high point of Franklin County being 1,132 ft (345 m) above sea level near New Albany, and the low point being 670 ft (200 m) where the Scioto River leaves...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$53,282 to $95,670
Columbus, Ohio area prices
were up 1.3% from a year ago

Financial Retail Sales Assistant - Registered in Newport News, VA
Sales assistants also answer inquiries and concerns the customer may have related to the product that they offer.
January 11, 2020
Financial Retail Sales Assistant - Registered in Billings, MT
Non-registered sales assistants are commonly seen selling products in physical stores.
January 11, 2020
Financial Retail Sales Assistant - Registered in Pocatello, ID
It is also the duty and responsibility of financial retail sales assistant to create reports for the sales forces, regarding sales results, team earnings, and market conditions.
March 02, 2020