Sales Assistant - Investment Services

Primary Purpose of Job

Provides operational support to Financial Consultants (FCs), Associate Financial Consultant (AFCs), and Licensed Branch Employees with customer service requests, finding new leads by mining the FCs book as well as partnering with the branches, new account opening/maintenance, and product research. Follows up on pending business, money movement and commissions, provides administrative assistance and acts as liaison with B/D (Broker/Dealer) back office and vendors.

Major Job Accountabilities

• Provides administrative support to assigned Financial Consultants and LBEs, which includes but is not limited to the following:
  • providing sales materials and supplies to field offices
  • answering day-to-day reference questions on product and program changes, processes and systems
  • processing customer service requests, new business, account inquiries and vendor account issue resolution
  • assists in generating financial plans
  • compiles and submits monthly reports
  • ensures the ASB/Inv Sev Disclosure form is completed with every New Account Application
  • Assisting FCs in research and problem resolution.
  • EnAct entry, maintenance, and updates as necessary
• Follows up on pending business, service request completions, outstanding money movements and commissions with vendors and operations team.
• Participates in FC customer relationship management and maintenance to include mailings, promotions, seminars, and periodic service calls.
• Uncovers new leads through the use of the tools and resources provided by the branch partnership (ex. CD lists), and B/D (ex. RightBridge), and vendor partners (ex. Existing client book).
• Provides branch referral trainings during branch huddles to increase awareness and education of our program.
• Engages in other revenue generating activities as required to promote the program’s vision.

Experience Required 

• Minimum one (1) year of direct customer service and/or sales assistance experience, preferably in a retail, financial institution or financial services industry setting.

Required Skills Or Training

• Proficient skills in MS Office (i.e. Word, Excel, Access, Outlook).Strong verbal and written communication skills.
• Ability to work under pressure with multiple deadlines, use judgment or discretion within own scope of authority.
• Works with minimum supervision, follows instructions, works cooperatively with others as part of a larger team.
• Able to adapt to ongoing rapid change and grasp new processes and issues quickly.
• Able to strictly adhere to policies and procedures within a highly regulated environment.

Professional Certifications, Licenses, And/or Registration Requirements

• Current Hawaii Life and Health licenses

EOE, including disability/veterans

At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers and community. We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact us by calling 808-538-2000 and a member of our Recruitment team will follow up with you. Mahalo for your interest in American Savings Bank!