Sales Representative III - 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 66 License. Typically reports to a supervisor. Works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. Typically requires 3-5 years of related experience. More
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