State Licensed Sales Assistant

Job Summary

A company is looking for a Senior Affluent Market Sales Assistant who provides administrative and sales support to Registered Representatives.

Key Responsibilities

• Provide administrative support to maintain customer relationships and assist with follow-up activities
• Support the sales process by preparing marketing materials, coordinating meetings, and managing sales-related activities
• Assist clients with brokerage account documentation and provide customer service regarding account balances and investment products

Required Qualifications

• Associate's degree and a minimum of 1 year of sales and/or sales administrative experience, or a combined minimum of 3 years of higher education and/or work experience with at least 1 year in sales
• FINRA 6 and/or 63 licenses
• State Life, Accident and Health (LAH) license