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)
ABOUT THE INSURANCE SALES REPRESENTATIVE POSITION:
We are looking for a qualified life insurance sales representative to meet the needs of our growing clientele base. You will identify what they need and you will work diligently to put their family in the best situation possible. The goal is to formulate strong relationships, ensure growth, and preserve and augment our firm’s prestige in the current marketplace.
INSURANCE SALES REPRESENTATIVE RESPONSIBILITIES ARE:
• Implementing effective sales strategies to sell insurance
• Building rapport with customers through in person meetings
• Getting accurate details from customers about their current coverage to fully assist them
• Being fully aware of the company’s services, policies, and practices
• Working alongside company policies
INSURANCE SALES REPRESENTATIVE REQUIREMENTS ARE:
• Experience within this field or within financial services in general (recommended not required)
• Basic understanding of insurance plans, programs, and policies
• Technologically savvy
• Self motivated and self determined
• Communication skills should be a strong attribute
• Good at building rapport with customers, educating people, and persuading individuals
• High school diploma or BA/BSc degree in Marketing or a related field(recommended not required)
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