Sales Representative III - Licensed

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Sales Representative III - Licensed conducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Being a Sales Representative III - Licensed maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. Additionally, Sales Representative III - Licensed may require a bachelor's degree. Completion of the FINRA Series 6 Investment Company Products/Variable Contract Limited Representative qualification exam and any required state licensing is required. Also requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Typically reports to a supervisor or manager. The Sales Representative III - Licensed work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Sales Representative III - Licensed typically requires 4 -7 years of related experience.