| Sales Representative I - Licensed Job Description |
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| The following is a full job description for Sales Representative I - Licensed. Here are the requirements and responsibilities for Sales Representative I - Licensed along with statistics. If after reading this page you determine that Sales Representative I - Licensed is not the position you are looking for, you may want to try one of these similar titles: Sales Representative I - Licensed, Sales Representative I, Sales Support Representative I, Inside Sales Representative I, Sales Representative III, Sales Representative III - Licensed, Sales Representative II - Licensed, Contact Center Representative I, Sales Support Representative IV, Sales Support Representative III |
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| Requirements and Responsibilities For Sales Representative I - Licensed |
| 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. Completion of the FINRA Series 6 Investment Company Products/Variable Contract Limited Representative qualification exam and any required state licensing is required. Also requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Typically reports to a supervisor or manager. Work is closely managed. Works on projects/matters of limited complexity in a support role. Typically requires 0-2 years of related experience. |
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| Also referred to as: Financial Products Licensed Sales Representative I |
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| Similar Jobs: Sales Representative I - Licensed, Sales Representative I, Sales Support Representative I, Inside Sales Representative I, Sales Representative III, Sales Representative III - Licensed, Sales Representative II - Licensed, Contact Center Representative I, Sales Support Representative IV, Sales Support Representative III |
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| Level of Education: Sales Representative I - Licensed Salaries with No Diploma, Sales Representative I - Licensed Salaries with a High School Diploma or Technical Certificate, Sales Representative I - Licensed Salaries with an Associate's Degree, Sales Representative I - Licensed Salaries with a Bachelor's Degree, Sales Representative I - Licensed Salaries with a Master's Degree or MBA, Sales Representative I - Licensed Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Financial Services, Insurance | |
