Senior Sales Assistant

Company: VirtualVocations
Location: Riverside
Posted on: September 11, 2023

Job Description:

A company is looking for a Senior Sales Assistant.
Key Responsibilities:

Assist representative with client servicing and account management
Process paperwork for annuities, life products, and mutual fund trades
Build own book of business and cultivate relationships with clients and credit union staff

Qualifications:

Bachelor's degree in Business, Finance or equivalent work experience
1-2 years successful financial services sales/support experience
FINRA Securities Industry Essentials Examination, Series 7, 63, and IAR registrations
Life, health, and variable insurance license
Self-motivated and able to work independently

Keywords: VirtualVocations, Riverside , Senior Sales Assistant, Sales , Riverside, California

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