| Financial Retail Sales Assistant Job Description |
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| The following is a full job description for Financial Retail Sales Assistant. Here are the requirements and responsibilities for Financial Retail Sales Assistant along with statistics. If after reading this page you determine that Financial Retail Sales Assistant is not the position you are looking for, you may want to try one of these similar titles: Financial Retail Sales Assistant - Registered, Retail Sales Staff, District Retail Sales Manager, Regional Retail Sales Manager, Retail Store Manager Assistant, Sales Assistant Team Leader, Sales Assistant II, Sales Assistant III, Sales Assistant I |
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| Requirements and Responsibilities For Financial Retail Sales Assistant |
| 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. 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. 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. Works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Typically requires 1-3 years of related experience. |
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| Also referred to as: NASD Rep Sales Support Assistant, Retail Sales Associate - Non-Registered Financial Products |
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| Similar Jobs: Financial Retail Sales Assistant - Registered, Retail Sales Staff, District Retail Sales Manager, Regional Retail Sales Manager, Retail Store Manager Assistant, Sales Assistant Team Leader, Sales Assistant II, Sales Assistant III, Sales Assistant I |
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| Level of Education: Financial Retail Sales Assistant Salaries with an Associate's Degree, Financial Retail Sales Assistant Salaries with a Bachelor's Degree, Financial Retail Sales Assistant Salaries with a Master's Degree or MBA, Financial Retail Sales Assistant Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Financial Services | |
