Financial Retail Sales Assistant - Registered jobs in Ohio

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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  • 25 Days Ago

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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 ...
  • 20 Days Ago

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Retail Sales Technology Associate
  • Staples Retail
  • Columbus, OH 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...
  • 10 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Cuyahoga Falls, 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...
  • 11 Days Ago

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Retail Sales Technology Associate
  • Staples Retail
  • Sandusky, OH 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...
  • 13 Days Ago

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Retail Sales Technology Associate
  • Staples Retail
  • Huber Heights, OH 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...
  • 1 Day Ago

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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...
  • 4/18/2024 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...
  • 4/18/2024 12:00:00 AM

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Financial Services Sales Representative - MoneyGuard
  • Lincoln Financial
  • Broomall, PA
  • Alternate Locations: Radnor, PA (Pennsylvania) Work Arrangement: Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln...
  • 4/18/2024 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...
  • 4/17/2024 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...
  • 4/17/2024 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...
  • 4/17/2024 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...
  • 4/16/2024 12:00:00 AM

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Entry-Level Financial Service Sales Professional
  • New York Life - North Dakota
  • Fargo, ND
  • New York Life in Fargo, ND is seeking a dedicated individual to join us as an Entry-Level Financial Service Sales Profes...
  • 4/16/2024 12:00:00 AM

Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus. The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Registered jobs
$52,936 to $95,045

Financial Retail Sales Assistant - Registered in Spartanburg, SC
Whenever non-registered sales assistants need help, they can rely on registered sales assistants support.
February 02, 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
Financial Retail Sales Assistant - Registered in Billings, MT
Non-registered sales assistants are commonly seen selling products in physical stores.
January 11, 2020