| Sales Representative II - Licensed Job Description |
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| The following is a full job description for Sales Representative II - Licensed. Here are the requirements and responsibilities for Sales Representative II - Licensed along with statistics. If after reading this page you determine that Sales Representative II - Licensed is not the position you are looking for, you may want to try one of these similar titles: Sales Representative II - Licensed, Sales Support Representative II, Sales Representative II, Inside Sales Representative II, Sales Representative I, Sales Representative III, Technical Sales Representative II, Contact Center Representative II, Sales Support Representative I, Sales Support Representative III |
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| Requirements and Responsibilities For Sales Representative II - 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 detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's benefits, and makes recommendations that align with the customer's financial objectives. Requires a bachelor's degree. Requires passing the FINRA SIE, either the Series 7 or Series 6 as well as the Series 63, Uniform Securities Agent State Law Examinations, and obtaining the applicable state-level license to sell securities. Typically reports to a manager. Occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Typically requires 2-4 years of related experience. |
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| Also referred to as: Financial Products Licensed Sales Rep II, Licensed Banker II, Licensed Banking Products Sales Rep II, Licensed Investment Sales Representative II |
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| Similar Jobs: Sales Representative II - Licensed, Sales Support Representative II, Sales Representative II, Inside Sales Representative II, Sales Representative I, Sales Representative III, Technical Sales Representative II, Contact Center Representative II, Sales Support Representative I, Sales Support Representative III |
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| Level of Education: Sales Representative II - Licensed Salaries with No Diploma, Sales Representative II - Licensed Salaries with a High School Diploma or Technical Certificate, Sales Representative II - Licensed Salaries with an Associate's Degree, Sales Representative II - Licensed Salaries with a Bachelor's Degree, Sales Representative II - Licensed Salaries with a Master's Degree or MBA, Sales Representative II - Licensed Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Business Services, Edu., Gov't. & Nonprofit, Financial Services, Insurance | |
