Enter Job Location Licensed Sales Assistant - Columbus, OH Job in Columbus, Ohio US **Licensed Sales Assistant - Columbus, OH**

**WesBanco Bank, Inc - Columbus, OH**

Posted: **1/7/2022** - Expires: **4/7/2022**

Job ID: 235867875

**Job Description**

Licensed Sales Assistant - Columbus, OH

Henderson Rd, Columbus OH

Central OH

37.5

High School Diploma or GED

Associates or Bachelors Degree preferred.

1-2 years in financial industry preferred.

Scheduling and/or sales experience desired

OH Life & Health insurance licenses required.

Series 6 license, or must be obtained within 90 days of hire, State of OH. Series 7 and 65 preferred.

SUMMARY:

The Licensed Sales Assistant is responsible for providing support services for assigned Investment Advisor(s) in defined territory(ies). Duties include administrative tasks, business processing, executing trades for clients within scope of their authority, customer service interaction, client prospecting, and appointment scheduling for the advisor. The Licensed Assistant's role is essential to maintaining and expanding the advisor's business.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Answer incoming calls, handling requests or directing to appropriate parties.

Maintain and establish all customer files.

Open accounts (as licensing permits) in Advisor's absence. Present limited products and write business under supervision of the advisor.

Review all applications for completeness before submission. Process and track all written business. Send required documents, updates, and other correspondence to clients.

Process and monitor all account transfers

Handle customer inquiries. Manage client requests for distributions on accounts, or service issues as needed.

Prospect clients by letter or phone on behalf of the advisor.

Participate in seminars, branch training and community events in support of Securities.

Outbound calls to existing clients, prospects, and referrals to schedule appointments. Ability to overcome objections when seeking an appointment.

INTERPERSONAL SKILLS:

Understanding of core investment products, including mutual funds and fixed and variable annuities.

Must have fundamental understanding of bank services and operations.

Ability to interact professionally with representatives of the bank and other line of business representatives.

Must possess strong work ethic, problem solving skills, and have the ability to multi-task.

Ability to maintain attention to detail.

Possess positive attitude to support, protect, schedule and manage the advisor's time.

Ability to assist training Licensed Bankers.

Ability to meet with clients as needed.

Proficient in Microsoft operating systems including Word, Outlook, and Excel.

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Investment Sales in a banking environment is a highly regulated and you will be expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

WesBanco is an Equal Opportunity, AA Employer. EOE/Minority/Female/Disabled/Veteran

** Job Summary**

Employment Type: Full Time Employee Job type: Federal Contractor Skill Based Partner: No Education Level: High school graduate Work Days: Mon, Tue, Wed, Thu, Fri Job Reference Code 62923061 Salary N/A Licenses / Certifications: N/A Display Recommended WorkKeys Recommended WorkKeys: N/A