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J.W. Cole Company Profile
J.W. Cole is a Tampa-based Broker-Dealer and Registered Investment Adviser providing robust service, operational, product, compliance, and practice support to approximately 500 Financial Professionals nationwide. At J.W. Cole, we recognize that we are as much in the relationship business as we are in the financial services business. Therefore, we are passionate about the importance of strong relationships between our Financial Professionals, clients, and the Home Office staff.
Job Summary
J.W. Cole Financial is seeking a highly motivated innovative professional to join our Sales Support Team. The Sales Support Specialist will utilize their experience and training to provide skilled administrative back-office support, electronic documents processing, and efficient, accurate and timely account opening. The Specialist plays a key role in being a "go-to" team member for our Financial Advisors and Branch Assistants in the field. The Sales Support Specialist's primary role is to act as the branch office advocate in the resolution of complex problems and issues. They will team with the other Sale Support Specialists in supporting our Relationship Manager/Sales Supervisor Principals.
The successful candidate will be outgoing, exhibit a positive attitude, have exceptional organization and follow-up skills, be resourceful, and highly effective in seeking out answers within the organization and with our vendor partners. The Firm is not currently seeking remote candidates but will consider applicants willing to relocate to the Tampa Bay area.
Responsibilities
· Work closely with a FINRA licensed Sales Supervisor Principals supporting a specific region of Financial Professionals.
· Build solid, effective working relationship with others.
· Act as branch advocate and liaison in complex problem resolution.
· Reach out to Financial Professionals and their branch support staff on new firm policies and procedures, and happenings at the firm.
· Answer, triage, and route incoming calls from our Financial Professionals (requires a high degree of understanding of the overall firm inner-workings, outside departmental responsibilities, and how the company all ties together).
· Coach and train branch office personnel in account document requirements and electronic workflow processes over the phone, through webinar, or in-person.
· Understand the complex document requirements for different types of transactions, nuances of additional disclosure requirements, and rationale behind such requirements.
· Provide training and support of interoffice technologies over the phone, through webinar, or in-person.
· Promote team cohesiveness, cooperation, and effectiveness.
Core Strengths and Skills
· Exemplary customer service and phone skills
· First-rate problem-solving ability and proven critical-thinking skills
· Experience in a service-oriented environment
· Proficiency with Excel and working with spreadsheets
· Highly resourceful thinking and problem solving
· Ability to multi-task and work in a fast-paced environment Comfort working with electronic workflow and document processing (paperless)
· Comfortable answering and communicating over the phone and face-to-face with Financial Professionals and their staff
Education & Training
· 2 years’ experience in sales support or highly skilled administrative role
· Associate or Bachelor’s degree, or combination of education and experience
Job Type: Full-time
Pay: $40,000.00 - $45,000.00 per year
Benefits:
Compensation package:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
Business Services
$54k-69k (estimate)
02/02/2024
09/04/2024
jw-cole.com
TAMPA, FL
<25
1998
Private
CRAIG KALHOEFER
$5M - $10M
Business Services
JW Cole Financial, is a full service independent broker/dealer offering a wide array of general securities, investment products and insurance service.
The job skills required for Sales Support Specialist include Sales Support, Customer Service, Problem Solving, Life Insurance, etc. Having related job skills and expertise will give you an advantage when applying to be a Sales Support Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Sales Support Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Sales Support Specialist positions, which can be used as a reference in future career path planning. As a Sales Support Specialist, it can be promoted into senior positions as a Sales Support Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sales Support Specialist. You can explore the career advancement for a Sales Support Specialist below and select your interested title to get hiring information.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Sales Support Specialist job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Sales Support Specialist jobs
Most sales support specialists do not need an advanced degree, an associate’s or bachelor’s degree.
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All sales support specialist jobs require at least a high school diploma.
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Sales support specialists who must travel to provide support or products to clients will also need to have a valid driver’s license.
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