Sales Representative I - Licensed Jobs

Conducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. May require a bachelor's degree. Requires National Association of Security ... Dealers (NASD), Series 63 License. Typically reports to a supervisor. Works under the close direction of senior personnel in the functional area. Possesses a moderate understanding of general aspects of the job. May require 0-1 year of general work experience. More
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