Financial Retail Sales Assistant I Registered Salary

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. 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. 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. Work is closely managed. Works on projects/matters of limited complexity in a support role. Typically requires 0-2 years of related experience. View Financial Retail Sales Assistant - Registered Salary

Provides administrative and clerical support to the sales team. Assists with a variety of sales activities including order input, meeting scheduling, maintenance of sales literature inventory, and customer service regarding products and pricing. Generates and distributes reports regarding market conditions, sales results, and team earnings. Requires a high school diploma or equivalent. Typically reports to a supervisor or team leader. Works under the close direction of senior personnel in the functional area. Possesses a moderate understanding of general aspects of the job. May require 0-1 year of general work experience. View Sales Assistant I Salary

Responsible for assisting in preparation, coordination, and documentation of financial analysis projects. Provides analytical support for forward-looking financial and business-related projects. Assists in the preparation of forecasts and analysis of trends in manufacturing, sales, finance, general business conditions, and other related areas. Assists in financial forecasting and reconciliation of internal accounts. Requires a bachelor's degree. Typically reports to a supervisor or manager. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related experience. View Financial Analyst I Salary

Leads the sales administrative and clerical support team. Coordinates and assists with a variety of sales activities including meeting scheduling, maintenance of sales literature inventory, and customer service regarding products and pricing. Generates and distributes reports regarding market conditions, sales results, and team earnings. Trains the team on processes and systems. May require an associate degree or equivalent. Typically reports to a manager or head of a unit/department. Supervises a small group of para-professional staff in an organization characterized by highly transactional or repetitive processes. Contributes to the development of processes and procedures. Typically requires 3 years experience in the related area as an individual contributor. Thorough knowledge of functional area under supervision. View Sales Assistant Team Leader Salary

Manages multiple district managers within a geographic region to maximize sales and profitability. Adjusts retail sales goals and procedures for each district based on goals set for the whole region. Implements regional sales and marketing promotions to meet short- and long-term retail sales strategies. Requires a bachelor's degree. Typically reports to a zone manager. Typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. View Regional Retail Sales Manager Salary