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View salary and benefits informationProvides 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 underst more...
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 unde more...
The Retail Sales Associate - Non-Registered Financial Products tracks sales activity, referrals, and results. Acts in an administrative support role for one or more Registered Representatives. Being a Retail Sales Associate - Non-Registered Financial Products provides general clerical and operational support. Responds to customer requests and provides requested information or required actions. In addition, Retail Sales Associate - Non-Registered Financial Products may require a bachelor's degree. Typically reports to a supervisor or manager. Being a Retail Sales Associate - Non-Registered Fina more...
The Retail Sales Associate I - Registered Financial Products utilize cross sell, telemarketing, and/or internal referrals for additional product offerings to expand the portfolio and the client's relationship. Uses customer database to generate additional business opportunities with existing clients. Being a Retail Sales Associate I - Registered Financial Products may provides additional clerical or sales support for one or more Registered Representatives. Opens new accounts, processes orders for existing clients, and answers questions regarding the organization's products and services. In add more...
The Retail Automotive Sales Assistant schedules appointments with the service department. Evaluates retail customer needs and makes product/service recommendations accordingly. Being a Retail Automotive Sales Assistant ensures retail area is maintained in a neat, clean, professional manner. Answers telephone calls in a professional manner and refers callers to the appropriate personnel. In addition, Retail Automotive Sales Assistant aids in receiving, stocking and maintaining all displays. May require a bachelor's degree in area of specialty, and basic knowledge of tires and other automotive p more...
The Registered NASD Sales Assistant I utilize cross sell, telemarketing, and/or internal referrals for additional product offerings to expand the portfolio and the client's relationship. Uses customer database to generate additional business opportunities with existing clients. Being a Registered NASD Sales Assistant I may provides additional clerical or sales support for one or more Registered Representatives. Opens new accounts, processes orders for existing clients, and answers questions regarding the organization's products and services. In addition, Registered NASD Sales Assistant I has a more...
Oversees retail stores operations of a given district to maximize sales and profitability. Defines policies and strategies to drive retail store sales. Reviews performance reports to monitor operations in an area. Requires a bachelor's degree. Typically reports to a regional manager or zone manager. Manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Typically requires 5 years experience in the related area as an indiv more...
The Financial Products Licensed Sales Representative III assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative III requires series 7 and 66 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative III may require a bachelor's degree or its equivalent. Typically repor more...
Responsible for selling goods and assisting customers on the selling floor. Provides suggestions and product information based on customers' needs. Maintains a thorough, up to date knowledge of products, sales and promotions. May help with store opening and closing procedures. Typically requires a high school diploma or equivalent. Typically reports to a supervisor. Works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Typically requires 1-3 years of related experience. more...
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 th more...
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